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Portfolio (Quarterly) Guide ↗

HORAN Wealth, LLC

· CIK 0002072569
13F Portfolio $1.2B AUM 286 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 52 New 123 Added 30 Reduced 13 Exited
Page 3 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMCOR PLC 92,260.0 $4.0M 0.33% +63K +218.1% $43.35
42 IWM ISHARES TR 13,174.0 $4.0M 0.32% +7K +105.5% $300.43 -0.2%
43 VUG VANGUARD INDEX FDS 45,330.0 $3.9M 0.32% +41K +993.3% $86.14 +1.6%
44 VZ VERIZON COMMUNICATIONS INC Communication Services 91,222.0 $3.9M 0.32% +3K +3.8% $42.34 +16.8%
45 VCIT VANGUARD SCOTTSDALE FDS 45,312.0 $3.7M 0.31% +4K +10.8% $82.65 -1.9%
46 ABT ABBOTT LABORATORIES Healthcare 38,698.0 $3.5M 0.29% +3K +7.1% $90.74 +28.5%
47 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 11,940.0 $3.5M 0.29% +801.0 +7.2% $293.19 +4.1%
48 GEV GE VERNOVA INC Utilities 2,818.0 $3.3M 0.27% +412.0 +17.1% $1175.00 -18.6%
49 VIG VANGUARD SPECIALIZED FUNDS 13,900.0 $3.3M 0.27% +7K +96.5% $236.61 +3.1%
50 CAT CATERPILLAR INC Industrials 3,070.0 $3.3M 0.27% +2K +118.5% $1064.85 -22.3%
51 VEA VANGUARD TAX-MANAGED FDS 45,256.0 $3.2M 0.26% +23K +105.9% $71.25 +3.0%
52 CVX CHEVRON CORPORATION Energy 18,116.0 $3.0M 0.24% +9K +102.5% $165.76 +23.8%
53 CTAS CINTAS CORP Industrials 16,866.0 $2.9M 0.23% +9K +108.1% $170.09 +19.8%
54 CSX CSX CORP Industrials 58,604.0 $2.8M 0.23% +29K +101.2% $47.53 +8.5%
55 SPYM SPDR Portfolio S&P 500 ETF 31,039.0 $2.7M 0.22% +3K +12.3% $87.88 +2.6%
56 LMT LOCKHEED MARTIN CORP Industrials 5,294.0 $2.7M 0.22% +3K +103.0% $509.41 +10.6%
57 QUAL ISHARES TR 11,556.0 $2.5M 0.21% +747.0 +6.9% $219.44 +1.7%
58 QQQ INVESCO QQQ TR Financial Services 3,312.0 $2.4M 0.20% +866.0 +35.4% $736.46 -3.1%
59 NSC NORFOLK SOUTHN CORP Industrials 7,624.0 $2.4M 0.20% +4K +100.5% $314.61 +11.5%
60 CINF CINCINNATI FINL CORP Financial Services 12,896.0 $2.4M 0.20% +6K +85.8% $185.13 -9.1%
Page 3 of 7  ·  123 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 28.8%
Industrials 14.6%
Financial Services 12.0%
Consumer Defensive 11.3%
Healthcare 9.6%
Consumer Cyclical 8.7%
Communication Services 5.9%
Energy 5.7%
Utilities 2.1%
Basic Materials 0.8%