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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 3 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRK MERCK & CO INC Healthcare 46,341.0 $6.0M 0.49% +922.0 +2.0% $128.50 +18.7%
42 AMGN AMGEN INC Healthcare 15,478.0 $5.6M 0.46% +403.0 +2.7% $362.11 +21.3%
43 AMZN AMAZON COM INC Consumer Cyclical 21,872.0 $5.2M 0.43% +2K +9.9% $238.34 +8.5%
44 SFM SPROUTS FMRS MKT INC Consumer Defensive 57,836.0 $4.9M 0.40% NEW $84.58 -4.1%
45 IWR ISHARES TR 42,040.0 $4.6M 0.38% +21K +99.1% $110.32 +2.8%
46 NEE NEXTERA ENERGY INC Utilities 52,430.0 $4.6M 0.38% +3K +5.2% $87.77 -4.7%
47 USB US BANCORP Financial Services 73,784.0 $4.5M 0.36% +37K +101.0% $60.40 +2.7%
48 V VISA INC Financial Services 12,365.0 $4.2M 0.35% +817.0 +7.1% $343.08 +8.1%
49 AMCOR PLC 92,260.0 $4.0M 0.33% +63K +218.1% $43.35
50 IWM ISHARES TR 13,174.0 $4.0M 0.32% +7K +105.5% $300.43 -0.2%
51 VUG VANGUARD INDEX FDS 45,330.0 $3.9M 0.32% +41K +993.3% $86.14 +1.6%
52 VZ VERIZON COMMUNICATIONS INC Communication Services 91,222.0 $3.9M 0.32% +3K +3.8% $42.34 +16.8%
53 VCIT VANGUARD SCOTTSDALE FDS 45,312.0 $3.7M 0.31% +4K +10.8% $82.65 -1.9%
54 ABT ABBOTT LABORATORIES Healthcare 38,698.0 $3.5M 0.29% +3K +7.1% $90.74 +28.5%
55 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 11,940.0 $3.5M 0.29% +801.0 +7.2% $293.19 +4.1%
56 GEV GE VERNOVA INC Utilities 2,818.0 $3.3M 0.27% +412.0 +17.1% $1175.00 -18.6%
57 VIG VANGUARD SPECIALIZED FUNDS 13,900.0 $3.3M 0.27% +7K +96.5% $236.61 +3.1%
58 CAT CATERPILLAR INC Industrials 3,070.0 $3.3M 0.27% +2K +118.5% $1064.85 -22.3%
59 VEA VANGUARD TAX-MANAGED FDS 45,256.0 $3.2M 0.26% +23K +105.9% $71.25 +3.0%
60 CVX CHEVRON CORPORATION Energy 18,116.0 $3.0M 0.24% +9K +102.5% $165.76 +23.8%
Page 3 of 11  ·  217 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%