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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 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLV SELECT SECTOR SPDR TR 3,961.0 $628K 0.05% +1K +37.5% $158.64 +10.1%
102 ZHOG F/M OPPORTUNISTIC INCOME ETF 12,233.0 $628K 0.05% +4K +57.9% $51.31 -0.3%
103 UCON First Trust TCW Unconstrained Plus Bond ETF 24,493.0 $609K 0.05% +4K +20.3% $24.88 -1.3%
104 VFLO VICTORYSHARES FREE CASH FLOW ETF 13,112.0 $600K 0.05% +2K +12.9% $45.75 +21.2%
105 IUSB iShares Core Total Bond Market ETF 12,672.0 $585K 0.05% +7K +115.4% $46.15 -1.6%
106 SUB ISHARES TR 5,082.0 $541K 0.04% +3K +100.8% $106.45 -0.1%
107 SO SOUTHERN CO Utilities 5,394.0 $516K 0.04% +2K +85.2% $95.71 -7.1%
108 CARR CARRIER GLOBAL CORPORATION Industrials 5,977.0 $438K 0.04% +406.0 +7.3% $73.35 -17.7%
109 AFG AMERICAN FINANCIAL GROUP INC Financial Services 2,859.0 $400K 0.03% +67.0 +2.4% $139.95 +2.7%
110 MA MASTERCARD INCORPORATED Financial Services 754.0 $387K 0.03% +34.0 +4.7% $513.60 +13.1%
111 AGNC AMERICAN CAPITAL AGENCY CORP. Real Estate 33,021.0 $360K 0.03% +6K +24.3% $10.90 -0.1%
112 XLI Industrial Select Sector SPDR ETF 1,889.0 $350K 0.03% +274.0 +17.0% $185.21 -2.7%
113 UNP UNION PAC CORP Industrials 1,268.0 $345K 0.03% +165.0 +15.0% $272.02 +13.2%
114 XLY SELECT SECTOR SPDR TR 2,757.0 $323K 0.03% +517.0 +23.1% $117.26 +0.6%
115 BK BANK OF NY MELLON CORP Financial Services 2,185.0 $316K 0.03% +70.0 +3.3% $144.62 -1.9%
116 UNH UNITEDHEALTH GROUP INC Healthcare 686.0 $285K 0.02% +78.0 +12.8% $415.66 -6.1%
117 KO COCA COLA CO Consumer Defensive 3,433.0 $279K 0.02% +105.0 +3.2% $81.27 +12.1%
118 MO ALTRIA GROUP INC Consumer Defensive 3,836.0 $276K 0.02% +121.0 +3.3% $71.94 -8.1%
119 RITM New Residential Investment Corp Real Estate 29,244.0 $275K 0.02% +559.0 +1.9% $9.39 +8.5%
120 SCHZ SCHWAB STRATEGIC TR 11,523.0 $267K 0.02% +543.0 +5.0% $23.13 -1.6%
Page 6 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%