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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 4 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CTAS CINTAS CORP Industrials 16,866.0 $2.9M 0.23% +9K +108.1% $170.09 +19.8%
62 CSX CSX CORP Industrials 58,604.0 $2.8M 0.23% +29K +101.2% $47.53 +8.5%
63 SPYM SPDR Portfolio S&P 500 ETF 31,039.0 $2.7M 0.22% +3K +12.3% $87.88 +2.6%
64 LMT LOCKHEED MARTIN CORP Industrials 5,294.0 $2.7M 0.22% +3K +103.0% $509.41 +10.6%
65 QUAL ISHARES TR 11,556.0 $2.5M 0.21% +747.0 +6.9% $219.44 +1.7%
66 GOOG ALPHABET INC 6,949.0 $2.5M 0.20% -469.0 -6.3% $353.31
67 INTC INTEL CORP Technology 17,570.0 $2.5M 0.20% NEW $139.62 -35.5%
68 QQQ INVESCO QQQ TR Financial Services 3,312.0 $2.4M 0.20% +866.0 +35.4% $736.46 -3.1%
69 NSC NORFOLK SOUTHN CORP Industrials 7,624.0 $2.4M 0.20% +4K +100.5% $314.61 +11.5%
70 CINF CINCINNATI FINL CORP Financial Services 12,896.0 $2.4M 0.20% +6K +85.8% $185.13 -9.1%
71 KDP KEURIG DR PEPPER INC Consumer Defensive 70,727.0 $2.3M 0.19% +9K +15.4% $32.73 -2.1%
72 VWO VANGUARD INTL EQUITY INDEX F 38,610.0 $2.3M 0.19% +19K +101.8% $59.69 +1.3%
73 IAU ISHARES GOLD TR Financial Services 30,471.0 $2.3M 0.19% +15K +94.3% $75.51 +14.9%
74 DPZ DOMINOS PIZZA INC Consumer Cyclical 7,740.0 $2.3M 0.19% +2K +37.8% $296.04 +15.5%
75 EFA ISHARES TR 21,342.0 $2.2M 0.18% +11K +102.6% $103.88 +4.2%
76 EFV iShares MSCI EAFE Value ETF 28,505.0 $2.2M 0.18% NEW $76.55 +7.4%
77 CMCSA COMCAST CORP NEW Communication Services 87,585.0 $2.2M 0.18% +9K +10.9% $24.55 +9.4%
78 ETN EATON CORP PLC Industrials 4,961.0 $2.1M 0.17% -149.0 -2.9% $426.11 -1.6%
79 EEM ISHARES TR 30,310.0 $2.1M 0.17% +15K +99.4% $68.41 -1.9%
80 SCHC SCHWAB STRATEGIC TR 41,753.0 $2.0M 0.16% +268.0 +0.7% $48.12 +6.5%
Page 4 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%