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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 8 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPLV Invesco S&P 500 Low Volatility ETF 4,383.0 $313K 0.05% $71.43 +3.2%
142 RITM New Residential Investment Corp Real Estate 28,685.0 $313K 0.05% +381.0 +1.4% $10.90 -15.0%
143 CARR CARRIER GLOBAL CORPORATION Industrials 5,571.0 $294K 0.04% $52.84 +17.7%
144 AGNC AMERICAN CAPITAL AGENCY CORP. Real Estate 26,565.0 $285K 0.04% +2K +7.6% $10.72 -4.3%
145 IUSB iShares Core Total Bond Market ETF 5,882.0 $274K 0.04% +291.0 +5.2% $46.54 -1.5%
146 OTIS OTIS WORLDWIDE CORP Industrials 3,096.0 $270K 0.04% $87.34 -18.0%
147 SUB ISHARES TR 2,531.0 $270K 0.04% +486.0 +23.8% $106.69 -0.4%
148 XLY SELECT SECTOR SPDR TR 2,240.0 $268K 0.04% NEW $119.42 -0.6%
149 DIS DISNEY WALT CO Communication Services 2,335.0 $266K 0.04% -85.0 -3.5% $113.78 -9.0%
150 DE DEERE & CO Industrials 566.0 $264K 0.04% $465.57 +14.1%
151 LHX L3HARRIS TECHNOLOGIES INC Industrials 884.0 $260K 0.04% +5.0 +0.6% $293.57 +4.3%
152 VGT VANGUARD WORLD FD 342.0 $258K 0.04% $753.58 -84.8%
153 SCHZ SCHWAB STRATEGIC TR 10,980.0 $257K 0.04% -2K -12.4% $23.37 -1.6%
154 UNP UNION PAC CORP Industrials 1,103.0 $255K 0.04% $231.33 +14.9%
155 SO SOUTHERN CO Utilities 2,913.0 $254K 0.04% -92.0 -3.1% $87.21 +7.4%
156 STRV Strive 500 ETF 5,710.0 $252K 0.04% +31.0 +0.6% $44.09 +8.6%
157 ZTEN F/M 10-YEAR INVESTMENT GRADE CORPORATE BOND ETF 4,896.0 $251K 0.04% NEW $51.30 -2.1%
158 XLI Industrial Select Sector SPDR ETF 1,615.0 $251K 0.04% NEW $155.15 +9.9%
159 EXG EV Tax-Mgd Gbl Div Equity Income Financial Services 26,122.0 $249K 0.04% +165.0 +0.6% $9.53 -1.5%
160 BK BANK NEW YORK MELLON CORP Financial Services 2,115.0 $246K 0.04% -372.0 -15.0% $116.09 +19.7%
Page 8 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%