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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 9 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMCOR PLC COM NEW 29,003.0 $242K 0.04% NEW $8.34
162 KO COCA COLA CO Consumer Defensive 3,328.0 $233K 0.04% +61.0 +1.9% $69.90 +16.1%
163 JAJL INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL 8,000.0 $232K 0.04% $29.06 +2.3%
164 KR KROGER CO Consumer Defensive 3,688.0 $230K 0.04% +43.0 +1.2% $62.49 +7.3%
165 AMP AMERIPRISE FINL INC Financial Services 467.0 $229K 0.04% $490.23 -8.1%
166 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 5,896.0 $228K 0.04% $38.73 -11.3%
167 IBMQ iShares iBonds DEC 2028 Term Muni Bond ETF 8,495.0 $217K 0.03% NEW $25.58 -0.4%
168 IBMP iShares iBonds Dec 2027 Term Muni Bd ETF 8,544.0 $217K 0.03% $25.39 -0.2%
169 IBMO iShares iBonds Dec 2026 Term Muni Bond ETF 8,453.0 $217K 0.03% $25.64 -0.0%
170 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 4,611.0 $215K 0.03% NEW $46.59 +13.3%
171 MO ALTRIA GROUP INC Consumer Defensive 3,715.0 $214K 0.03% -207.0 -5.3% $57.66 +27.8%
172 ECG EVERUS CONSTR GROUP Industrials 2,500.0 $214K 0.03% $85.56 +76.1%
173 EMR EMERSON ELEC CO Industrials 1,598.0 $212K 0.03% +10.0 +0.6% $132.72 +1.6%
174 ADP AUTOMATIC DATA PROCESSING IN Industrials 823.0 $212K 0.03% -115.0 -12.3% $257.29 -14.5%
175 AMAT APPLIED MATLS INC Technology 790.0 $203K 0.03% NEW $256.99 +66.3%
176 UNH UNITEDHEALTH GROUP INC Healthcare 608.0 $201K 0.03% -23.0 -3.6% $330.11 +16.1%
177 MDU MDU RES GROUP INC Industrials 10,000.0 $195K 0.03% $19.52 +11.8%
178 OAKTREE SPECIALTY LENDING CO 11,757.0 $150K 0.02% $12.74
Page 9 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%