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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 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KDP KEURIG DR PEPPER INC Consumer Defensive 70,727.0 $2.3M 0.19% +9K +15.4% $32.73 -2.1%
62 VWO VANGUARD INTL EQUITY INDEX F 38,610.0 $2.3M 0.19% +19K +101.8% $59.69 +1.3%
63 IAU ISHARES GOLD TR Financial Services 30,471.0 $2.3M 0.19% +15K +94.3% $75.51 +14.9%
64 DPZ DOMINOS PIZZA INC Consumer Cyclical 7,740.0 $2.3M 0.19% +2K +37.8% $296.04 +15.5%
65 EFA ISHARES TR 21,342.0 $2.2M 0.18% +11K +102.6% $103.88 +4.2%
66 CMCSA COMCAST CORP NEW Communication Services 87,585.0 $2.2M 0.18% +9K +10.9% $24.55 +9.4%
67 EEM ISHARES TR 30,310.0 $2.1M 0.17% +15K +99.4% $68.41 -1.9%
68 SCHC SCHWAB STRATEGIC TR 41,753.0 $2.0M 0.16% +268.0 +0.7% $48.12 +6.5%
69 MUB ISHARES TR 17,076.0 $1.8M 0.15% +9K +103.9% $107.63 -2.1%
70 IWD ISHARES TR 6,872.0 $1.7M 0.14% +4K +108.0% $242.45 +6.1%
71 PEP PEPSICO INC Consumer Defensive 12,266.0 $1.7M 0.14% +5K +78.7% $135.40 +6.0%
72 IBM INTERNATIONAL BUSINESS MACHS Technology 5,882.0 $1.7M 0.14% +3K +106.3% $281.26 -16.2%
73 RLY SPDR SSgA Multi-Asset Real Return ETF 47,623.0 $1.6M 0.13% +3K +5.8% $34.51 +9.6%
74 HIG HARTFORD INSURANCE GROUP INC Financial Services 12,156.0 $1.6M 0.13% +6K +101.5% $132.52 +2.7%
75 VEU VANGUARD INTL EQUITY INDEX F 18,462.0 $1.5M 0.13% +9K +95.7% $83.75 +2.3%
76 WPC WP CAREY INC Real Estate 21,250.0 $1.5M 0.12% +3K +19.3% $71.50 -0.4%
77 VNQ VANGUARD INDEX FDS 15,738.0 $1.5M 0.12% +8K +103.3% $96.43 +2.1%
78 CSCO CISCO SYS INC Technology 12,700.0 $1.5M 0.12% +700.0 +5.8% $117.45 -5.5%
79 IEMG ISHARES INC 15,828.0 $1.3M 0.11% +4K +33.3% $82.84 -1.5%
80 FITB FIFTH THIRD BANCORP Financial Services 22,808.0 $1.3M 0.10% +11K +96.5% $56.37 -2.7%
Page 4 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%