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Portfolio (Quarterly) Guide ↗

HORAN Wealth, LLC

· CIK 0002072569
13F Portfolio $651M AUM 178 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 87 Added 29 Reduced 26 Exited
Page 4 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ETN EATON CORP PLC Industrials 5,110.0 $1.6M 0.25% $318.52 +19.8%
62 XOM EXXON MOBIL CORP Energy 13,409.0 $1.6M 0.25% +229.0 +1.7% $120.34 +29.9%
63 IWM ISHARES TR 6,410.0 $1.6M 0.24% $246.15 +14.8%
64 GEV GE VERNOVA INC Utilities 2,406.0 $1.6M 0.24% -45.0 -1.8% $653.46 +59.7%
65 VIG VANGUARD SPECIALIZED FUNDS 7,074.0 $1.6M 0.24% +270.0 +4.0% $219.77 +5.1%
66 CTAS CINTAS CORP Industrials 8,104.0 $1.5M 0.23% +2K +33.8% $188.07 -8.4%
67 QQQ INVESCO QQQ TR Financial Services 2,446.0 $1.5M 0.23% NEW $614.41 +16.3%
68 RLY SPDR SSgA Multi-Asset Real Return ETF 45,030.0 $1.4M 0.22% +4K +8.6% $31.45 +16.8%
69 VEA VANGUARD TAX-MANAGED FDS 21,984.0 $1.4M 0.21% +136.0 +0.6% $62.47 +13.2%
70 CVX CHEVRON CORP NEW Energy 8,944.0 $1.4M 0.21% -79.0 -0.9% $152.42 +25.3%
71 LCNB LCNB CORP Financial Services 78,601.0 $1.3M 0.20% +3K +4.5% $16.39 -0.1%
72 IAU ISHARES GOLD TR Financial Services 15,685.0 $1.3M 0.20% $81.17 +5.2%
73 LMT LOCKHEED MARTIN CORP Industrials 2,608.0 $1.3M 0.19% -15.0 -0.6% $483.66 +8.1%
74 WPC WP CAREY INC Real Estate 17,811.0 $1.1M 0.18% +587.0 +3.4% $64.36 +16.5%
75 CINF CINCINNATI FINL CORP Financial Services 6,940.0 $1.1M 0.17% $163.32 +3.1%
76 NSC NORFOLK SOUTHN CORP Industrials 3,803.0 $1.1M 0.17% $288.71 +7.9%
77 CSX CSX CORP Industrials 29,121.0 $1.1M 0.16% -255.0 -0.9% $36.25 +26.6%
78 VWO VANGUARD INTL EQUITY INDEX F 19,134.0 $1.0M 0.16% +2K +11.3% $53.76 +9.2%
79 EFA ISHARES TR 10,535.0 $1.0M 0.15% +176.0 +1.7% $96.03 +8.5%
80 SPTS SPDR SERIES TRUST 34,456.0 $1.0M 0.15% -2K -5.2% $29.28 -0.9%
Page 4 of 9  ·  178 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 32.4%
Financial Services 13.1%
Healthcare 10.7%
Industrials 10.0%
Communication Services 9.4%
Consumer Defensive 8.5%
Consumer Cyclical 7.8%
Energy 4.2%
Utilities 2.3%
Basic Materials 0.9%