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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 4 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOG ALPHABET INC Communication Services 7,307.0 $1.8M 0.28% NEW $243.55 +57.4%
62 USB US BANCORP DEL Financial Services 36,655.0 $1.8M 0.28% NEW $48.33 +12.8%
63 KDP KEURIG DR PEPPER INC Consumer Defensive 66,118.0 $1.7M 0.27% NEW $25.51 +12.8%
64 EFV iShares MSCI EAFE Value ETF 24,436.0 $1.7M 0.26% NEW $67.83 +16.5%
65 TROW PRICE T ROWE GROUP INC Financial Services 15,930.0 $1.6M 0.26% NEW $102.64 -0.8%
66 IWM ISHARES TR 6,393.0 $1.5M 0.24% NEW $241.95 +16.8%
67 RTX RTX CORPORATION Industrials 9,072.0 $1.5M 0.24% NEW $167.33 +4.5%
68 GEV GE VERNOVA INC Utilities 2,451.0 $1.5M 0.24% NEW $614.91 +69.8%
69 XOM EXXON MOBIL CORP Energy 13,180.0 $1.5M 0.23% NEW $112.75 +38.6%
70 VIG VANGUARD SPECIALIZED FUNDS 6,804.0 $1.5M 0.23% NEW $215.79 +7.1%
71 DEO DIAGEO PLC Consumer Defensive 14,909.0 $1.4M 0.22% NEW $95.43 -9.9%
72 CVX CHEVRON CORP NEW Energy 9,023.0 $1.4M 0.22% NEW $155.30 +23.0%
73 TGT TARGET CORP Consumer Defensive 14,991.0 $1.3M 0.21% NEW $89.70 +36.4%
74 LMT LOCKHEED MARTIN CORP Industrials 2,623.0 $1.3M 0.21% NEW $499.20 +4.7%
75 VEA VANGUARD TAX-MANAGED FDS 21,848.0 $1.3M 0.21% NEW $59.92 +18.0%
76 RLY SPDR SSgA Multi-Asset Real Return ETF 41,459.0 $1.3M 0.20% NEW $30.88 +19.0%
77 CTAS CINTAS CORP Industrials 6,057.0 $1.2M 0.20% NEW $205.26 -16.0%
78 WPC WP CAREY INC Real Estate 17,224.0 $1.2M 0.18% NEW $67.57 +11.0%
79 IAU ISHARES GOLD TR Financial Services 15,685.0 $1.1M 0.18% NEW $72.77 +17.4%
80 NSC NORFOLK SOUTHN CORP Industrials 3,798.0 $1.1M 0.18% NEW $300.37 +3.7%
Page 4 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%