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Portfolio (Quarterly) Guide ↗

HORAN Wealth, LLC

· CIK 0002072569
13F Portfolio $651M AUM 178 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 87 Added 29 Reduced 26 Exited
Page 7 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,227.0 $498K 0.08% -844.0 -8.4% $53.94 +10.4%
122 AFL AFLAC INC Financial Services 4,475.0 $493K 0.08% $110.27 +6.8%
123 LOW LOWES COS INC Consumer Cyclical 1,989.0 $480K 0.07% $241.16 -9.9%
124 AXP AMERICAN EXPRESS CO Financial Services 1,268.0 $469K 0.07% +643.0 +102.9% $370.09 -16.3%
125 VB VANGUARD INDEX FDS 1,778.0 $459K 0.07% $257.94 +11.1%
126 VFLO VICTORYSHARES FREE CASH FLOW ETF 11,610.0 $457K 0.07% +60.0 +0.5% $39.38 +10.0%
127 XLV SELECT SECTOR SPDR TR 2,880.0 $446K 0.07% NEW $154.82 -4.3%
128 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,213.0 $425K 0.07% +20.0 +1.7% $350.58 +11.2%
129 WM WASTE MGMT INC DEL Industrials 1,921.0 $422K 0.07% $219.71 -0.1%
130 MA MASTERCARD INCORPORATED Financial Services 720.0 $411K 0.06% -9.0 -1.2% $570.88 -12.5%
131 ZHOG F/M OPPORTUNISTIC INCOME ETF 7,748.0 $403K 0.06% NEW $51.96 -1.2%
132 PNC PNC FINL SVCS GROUP INC Financial Services 1,892.0 $395K 0.06% $208.78 +3.9%
133 AFG AMERICAN FINL GROUP INC OHIO Financial Services 2,792.0 $382K 0.06% +56.0 +2.0% $136.66 +0.4%
134 IEFA ISHARES TR 4,125.0 $369K 0.06% +32.0 +0.8% $89.47 +8.8%
135 IVW ISHARES TR 2,967.0 $366K 0.06% $123.27 +10.8%
136 SYK STRYKER CORPORATION Healthcare 1,016.0 $357K 0.06% NEW $351.54 -8.5%
137 CL COLGATE PALMOLIVE CO Consumer Defensive 4,459.0 $352K 0.05% +151.0 +3.5% $79.02 +14.5%
138 VXF VANGUARD INDEX FDS 1,616.0 $338K 0.05% +233.0 +16.9% $209.17 +9.3%
139 T AT&T INC Communication Services 13,181.0 $327K 0.05% +116.0 +0.9% $24.84 +0.4%
140 CRS CARPENTER TECHNOLOGY CORP Industrials 1,000.0 $315K 0.05% $314.84 +39.2%
Page 7 of 9  ·  178 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.4%
Financial Services 13.1%
Healthcare 10.7%
Industrials 10.0%
Communication Services 9.4%
Consumer Defensive 8.5%
Consumer Cyclical 7.8%
Energy 4.2%
Utilities 2.3%
Basic Materials 0.9%