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Portfolio (Quarterly) Guide ↗

HORAN Wealth, LLC

· CIK 0002072569
13F Portfolio $635M AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 192 New
Page 2 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 24,350.0 $5.6M 0.89% NEW $231.54 -7.3%
22 VOO VANGUARD INDEX FDS 9,204.0 $5.6M 0.89% NEW $612.41 +11.5%
23 VCSH VANGUARD SCOTTSDALE FDS 67,203.0 $5.4M 0.85% NEW $79.93 -1.3%
24 HD HOME DEPOT INC Consumer Cyclical 13,256.0 $5.4M 0.85% NEW $405.20 -22.6%
25 WMT WALMART INC Consumer Defensive 51,727.0 $5.3M 0.84% NEW $103.06 +27.0%
26 TJX TJX COS INC NEW Consumer Cyclical 35,457.0 $5.1M 0.81% NEW $144.54 +10.1%
27 PANW PALO ALTO NETWORKS INC Technology 24,882.0 $5.1M 0.80% NEW $203.62 +24.2%
28 FISV FISERV INC Technology 38,139.0 $4.9M 0.78% NEW $128.93 -56.7%
29 ABT ABBOTT LABS Healthcare 35,690.0 $4.8M 0.75% NEW $133.94 -34.5%
30 ASML ASML HOLDING N V Technology 4,803.0 $4.6M 0.73% NEW $968.10 +64.4%
31 JNJ JOHNSON & JOHNSON Healthcare 25,065.0 $4.6M 0.73% NEW $185.42 +25.0%
32 GPC GENUINE PARTS CO Consumer Cyclical 32,533.0 $4.5M 0.71% NEW $138.60 -29.6%
33 AMZN AMAZON COM INC Consumer Cyclical 19,482.0 $4.3M 0.67% NEW $219.57 +22.3%
34 AMGN AMGEN INC Healthcare 14,902.0 $4.2M 0.66% NEW $282.20 +19.6%
35 CFG CITIZENS FINL GROUP INC Financial Services 79,099.0 $4.2M 0.66% NEW $53.16 +18.1%
36 NOC NORTHROP GRUMMAN CORP Industrials 6,857.0 $4.2M 0.66% NEW $609.28 -9.5%
37 IWF ISHARES TR 8,249.0 $3.9M 0.61% NEW $468.42 -73.4%
38 V VISA INC Financial Services 11,268.0 $3.8M 0.61% NEW $341.38 -3.1%
39 VZ VERIZON COMMUNICATIONS INC Communication Services 87,108.0 $3.8M 0.60% NEW $43.95 +8.8%
40 MRK MERCK & CO INC Healthcare 45,093.0 $3.8M 0.60% NEW $83.93 +38.1%
Page 2 of 10  ·  192 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 32.6%
Financial Services 12.6%
Industrials 10.7%
Healthcare 9.5%
Consumer Defensive 9.1%
Communication Services 8.1%
Consumer Cyclical 7.9%
Energy 5.7%
Utilities 2.2%
Basic Materials 1.0%