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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 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RSP INVESCO EXCHANGE TRADED FD T 5,856.0 $1.2M 0.10% +1K +22.8% $212.77 +4.2%
82 IVW ISHARES TR 8,846.0 $1.2M 0.10% +6K +198.2% $137.54 +0.9%
83 AMAT APPLIED MATLS INC Technology 1,633.0 $1.2M 0.10% +843.0 +106.7% $722.87 -31.9%
84 XLK SELECT SECTOR SPDR TR 5,947.0 $1.1M 0.09% +2K +43.5% $190.54 -3.8%
85 VB VANGUARD INDEX FDS 3,668.0 $1.1M 0.09% +2K +106.3% $303.11 +0.5%
86 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,982.0 $1.1M 0.09% +10K +105.7% $57.62 +16.3%
87 IXUS ISHARES TR 11,389.0 $1.1M 0.09% +256.0 +2.3% $95.43 +2.6%
88 LLY ELI LILLY & CO Healthcare 884.0 $1.1M 0.09% +75.0 +9.3% $1199.52 +4.6%
89 SPMD SPDR Portfolio S&P 400 Mid Cap ETF 15,078.0 $1.0M 0.08% +1K +7.3% $67.56 -0.4%
90 KR KROGER CO Consumer Defensive 18,044.0 $1.0M 0.08% +14K +389.3% $55.53 +4.3%
91 PNC PNC FINL SVCS GROUP INC Financial Services 3,926.0 $967K 0.08% +2K +107.5% $246.27 -1.3%
92 DUK DUKE ENERGY CORP NEW Utilities 7,531.0 $953K 0.08% +259.0 +3.6% $126.59 -5.3%
93 VXF VANGUARD INDEX FDS 3,814.0 $939K 0.08% +2K +136.0% $246.25 -0.3%
94 MCD MCDONALDS CORP Consumer Cyclical 3,230.0 $873K 0.07% +2K +93.7% $270.24 +0.3%
95 TSLA TESLA INC Consumer Cyclical 1,891.0 $795K 0.07% +459.0 +32.0% $420.58 -13.7%
96 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 830.0 $777K 0.06% +37.0 +4.7% $935.81 +1.3%
97 META META PLATFORMS INC Communication Services 1,356.0 $764K 0.06% +353.0 +35.2% $563.26 -2.4%
98 CL COLGATE PALMOLIVE CO Consumer Defensive 8,036.0 $737K 0.06% +4K +80.2% $91.69 -0.7%
99 ET ENERGY TRANSFER L P Energy 35,806.0 $685K 0.06% +262.0 +0.7% $19.12 +10.8%
100 J P MORGAN EXCHANGE TRADED F 13,192.0 $667K 0.05% +3K +24.0% $50.57
Page 5 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%