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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 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 53,917.0 $19.3M 1.57% -1K -2.5% $357.37 -3.5%
2 AVGO BROADCOM INC Technology 48,848.0 $18.5M 1.51% -1K -2.6% $377.75 -2.5%
3 ASML ASML HLDG NV Technology 4,704.0 $9.4M 0.76% -153.0 -3.1% $1989.56 -11.3%
4 TT TRANE TECHNOLOGIES PLC Industrials 16,910.0 $8.3M 0.68% -98.0 -0.6% $491.18 -7.7%
5 GOOG ALPHABET INC 6,949.0 $2.5M 0.20% -469.0 -6.3% $353.31
6 ETN EATON CORP PLC Industrials 4,961.0 $2.1M 0.17% -149.0 -2.9% $426.11 -1.6%
7 SPSM SPDR SERIES TRUST 19,718.0 $1.1M 0.09% -591.0 -2.9% $57.67 -0.7%
8 XOM EXXON MOBIL CORP Energy 7,987.0 $1.1M 0.09% -5K -40.4% $136.73 +20.8%
9 LCNB LCNB CORP Financial Services 60,964.0 $1.1M 0.09% -18K -22.4% $17.59 +10.5%
10 EMXC ISHARES INC 8,713.0 $891K 0.07% -1K -13.7% $102.30 -4.4%
11 IBDR iShares iBonds Dec. 2026 Corporate Bond ETF 32,266.0 $782K 0.06% -2K -5.4% $24.23 -0.0%
12 IBDS iShares iBonds Dec. 2027 Corporate Bond ETF 32,276.0 $782K 0.06% -2K -5.5% $24.22 -0.1%
13 IBDT iShares iBonds Dec. 2028 Corporate Bond ETF 30,863.0 $779K 0.06% -2K -5.6% $25.25 -0.2%
14 JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 10,308.0 $773K 0.06% -641.0 -5.8% $74.96 +1.3%
15 SPTS SPDR SERIES TRUST 23,771.0 $690K 0.06% -11K -31.0% $29.01 -0.2%
16 USMV iShares MSCI USA Min Vol Factor ETF 6,812.0 $657K 0.05% -747.0 -9.9% $96.47 +4.9%
17 SCHE SCHWAB STRATEGIC TR 18,000.0 $653K 0.05% -127.0 -0.7% $36.26 +2.0%
18 OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 13,045.0 $620K 0.05% -552.0 -4.1% $47.52 +5.1%
19 NFLX NETFLIX INC. Communication Services 6,540.0 $467K 0.04% -40.0 -0.6% $71.40 +11.5%
20 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,191.0 $461K 0.04% -22.0 -1.8% $386.74 +3.6%
Page 1 of 2  ·  30 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%