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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 6 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMAT APPLIED MATLS INC Technology 1,633.0 $1.2M 0.10% +843.0 +106.7% $722.87 -31.9%
102 NDSN NORDSON CORP COM Industrials 3,840.0 $1.2M 0.10% NEW $301.69 +10.1%
103 SPSM SPDR SERIES TRUST 19,718.0 $1.1M 0.09% -591.0 -2.9% $57.67 -0.7%
104 MU MICRON TECHNOLOGY INC Technology 984.0 $1.1M 0.09% NEW $1154.37 -16.3%
105 XLK SELECT SECTOR SPDR TR 5,947.0 $1.1M 0.09% +2K +43.5% $190.54 -3.8%
106 VB VANGUARD INDEX FDS 3,668.0 $1.1M 0.09% +2K +106.3% $303.11 +0.5%
107 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,982.0 $1.1M 0.09% +10K +105.7% $57.62 +16.3%
108 XOM EXXON MOBIL CORP Energy 7,987.0 $1.1M 0.09% -5K -40.4% $136.73 +20.8%
109 IXUS ISHARES TR 11,389.0 $1.1M 0.09% +256.0 +2.3% $95.43 +2.6%
110 LCNB LCNB CORP Financial Services 60,964.0 $1.1M 0.09% -18K -22.4% $17.59 +10.5%
111 LLY ELI LILLY & CO Healthcare 884.0 $1.1M 0.09% +75.0 +9.3% $1199.52 +4.6%
112 SPMD SPDR Portfolio S&P 400 Mid Cap ETF 15,078.0 $1.0M 0.08% +1K +7.3% $67.56 -0.4%
113 KR KROGER CO Consumer Defensive 18,044.0 $1.0M 0.08% +14K +389.3% $55.53 +4.3%
114 PNC PNC FINL SVCS GROUP INC Financial Services 3,926.0 $967K 0.08% +2K +107.5% $246.27 -1.3%
115 DUK DUKE ENERGY CORP NEW Utilities 7,531.0 $953K 0.08% +259.0 +3.6% $126.59 -5.3%
116 VXF VANGUARD INDEX FDS 3,814.0 $939K 0.08% +2K +136.0% $246.25 -0.3%
117 PM PHILIP MORRIS INTL INC Consumer Defensive 5,122.0 $927K 0.08% NEW $180.90 +4.1%
118 EMXC ISHARES INC 8,713.0 $891K 0.07% -1K -13.7% $102.30 -4.4%
119 VTEB Vanguard Tax-Exempt Bond ETF 17,288.0 $874K 0.07% NEW $50.58 -2.1%
120 MCD MCDONALDS CORP Consumer Cyclical 3,230.0 $873K 0.07% +2K +93.7% $270.24 +0.3%
Page 6 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%