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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 5 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTV VANGUARD INDEX FDS 8,936.0 $1.9M 0.16% NEW $217.96 +3.9%
82 MUB ISHARES TR 17,076.0 $1.8M 0.15% +9K +103.9% $107.63 -2.1%
83 GWW WW GRAINGER INC Industrials 1,286.0 $1.8M 0.14% NEW $1360.83 -3.6%
84 RTX RTX CORPORATION Industrials 9,126.0 $1.7M 0.14% $189.73 +10.6%
85 IWD ISHARES TR 6,872.0 $1.7M 0.14% +4K +108.0% $242.45 +6.1%
86 PEP PEPSICO INC Consumer Defensive 12,266.0 $1.7M 0.14% +5K +78.7% $135.40 +6.0%
87 IBM INTERNATIONAL BUSINESS MACHS Technology 5,882.0 $1.7M 0.14% +3K +106.3% $281.26 -16.2%
88 RLY SPDR SSgA Multi-Asset Real Return ETF 47,623.0 $1.6M 0.13% +3K +5.8% $34.51 +9.6%
89 HIG HARTFORD INSURANCE GROUP INC Financial Services 12,156.0 $1.6M 0.13% +6K +101.5% $132.52 +2.7%
90 VEU VANGUARD INTL EQUITY INDEX F 18,462.0 $1.5M 0.13% +9K +95.7% $83.75 +2.3%
91 WPC WP CAREY INC Real Estate 21,250.0 $1.5M 0.12% +3K +19.3% $71.50 -0.4%
92 VNQ VANGUARD INDEX FDS 15,738.0 $1.5M 0.12% +8K +103.3% $96.43 +2.1%
93 CSCO CISCO SYS INC Technology 12,700.0 $1.5M 0.12% +700.0 +5.8% $117.45 -5.5%
94 AGG iShares Core US Aggregate Bond ETF 14,499.0 $1.4M 0.12% NEW $98.98 -1.6%
95 CMI CUMMINS INC COM Industrials 1,856.0 $1.3M 0.11% NEW $713.18 -17.6%
96 IEMG ISHARES INC 15,828.0 $1.3M 0.11% +4K +33.3% $82.84 -1.5%
97 FITB FIFTH THIRD BANCORP Financial Services 22,808.0 $1.3M 0.10% +11K +96.5% $56.37 -2.7%
98 EFG iShares MSCI EAFE Growth ETF 10,015.0 $1.2M 0.10% NEW $124.43 +1.0%
99 RSP INVESCO EXCHANGE TRADED FD T 5,856.0 $1.2M 0.10% +1K +22.8% $212.77 +4.2%
100 IVW ISHARES TR 8,846.0 $1.2M 0.10% +6K +198.2% $137.54 +0.9%
Page 5 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%