HORAN Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2072569
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.1B
Holdings
196
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
HORAN Wealth, LLC disclosed 196 positions worth $1.1B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 21 new positions and exited 4 — including a new stake in $SFM and a full exit from $DEO. The portfolio is most concentrated in Other (61.0% of disclosed assets). All figures are sourced directly from HORAN Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2072569.
AI Fund Analysis
ConcentratingiShares Core S&P 500 ETF
25.5% weight
Held 4 quarters
iShares Core S&P Mid-Cap E
9.3% weight
Held 4 quarters
$MSFT3.3% weight
Held 4 quarters
iShares Core S&P Small-Cap
3.2% weight
Held 4 quarters
$PG2.6% weight
Held 4 quarters
iShares Core S&P 500 ETF
3 quarters accumulating
iShares Core S&P Mid-Cap E
3 quarters accumulating
$MSFT3 quarters accumulating
iShares Core S&P Small-Cap
3 quarters accumulating
$PG3 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsConsumer StaplesHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
iShares Core S&P 500 ETF
—Quality
$268.6M392,598 shiShares Core S&P Mid-Cap ETF
—Quality
$98.2M1,470,176 sh- 83.7#15
Quality
$34.4M87,978 sh iShares Core S&P Small-Cap ETF
—Quality
$33.6M279,520 sh- 72.9
Quality
$27.1M188,542 sh Schwab US Broad Market ETF
—Quality
$26.5M1,051,472 sh- 76.1
Quality
$26.4M102,417 sh AMERICAN CENTY ETF TR
—Quality
$24.5M289,574 shVICTORY PORTFOLIOS II
—Quality
$19.3M411,102 shSchwab Fundamental US Small Company ETF
—Quality
$18.7M577,082 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| iShares Core S&P 500 ETF | — | $268.6M | 392,598 |
| iShares Core S&P Mid-Cap ETF | — | $98.2M | 1,470,176 |
| MICROSOFT CORP$MSFT | 83.7#15 | $34.4M | 87,978 |
| iShares Core S&P Small-Cap ETF | — | $33.6M | 279,520 |
| PROCTER & GAMBLE Co$PG | 72.9 | $27.1M | 188,542 |
| Schwab US Broad Market ETF | — | $26.5M | 1,051,472 |
 Apple Inc.$AAPL | 76.1 | $26.4M | 102,417 |
| AMERICAN CENTY ETF TR | — | $24.5M | 289,574 |
| VICTORY PORTFOLIOS II | — | $19.3M | 411,102 |
| Schwab Fundamental US Small Company ETF | — | $18.7M | 577,082 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of HORAN Wealth, LLC's 196 positions.
Showing top 10 of 196 holdings.
Sector Allocation
Other
$641.5M
Technology
$156.8M
Consumer Discretionary
$53.8M
Financials
$48.4M
Consumer Staples
$36.6M
Healthcare
$35.4M
Industrials
$31.6M
Energy
$27.5M
Full Holdings — HORAN Wealth, LLC (Q1 2026)
All 196 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | iShares Core S&P 500 ETF | $268.6M | 25.5% | +100% | — |
| 2 | — | iShares Core S&P Mid-Cap ETF | $98.2M | 9.3% | +100% | — |
| 3 | $MSFT | MICROSOFT CORP | $34.4M | 3.3% | +102% | 83.7 |
| 4 | — | iShares Core S&P Small-Cap ETF | $33.6M | 3.2% | +100% | — |
| 5 | $PG | PROCTER & GAMBLE Co | $27.1M | 2.6% | +98% | 72.9 |
| 6 | — | Schwab US Broad Market ETF | $26.5M | 2.5% | +103% | — |
| 7 | $AAPL | Apple Inc. | $26.4M | 2.5% | -0% | 76.1 |
| 8 | — | AMERICAN CENTY ETF TR | $24.5M | 2.3% | +3% | — |
| 9 | — | VICTORY PORTFOLIOS II | $19.3M | 1.8% | -1% | — |
| 10 | — | Schwab Fundamental US Small Company ETF | $18.7M | 1.8% | +102% | — |
| 11 | — | Vanguard S&P 500 ETF | $18.5M | 1.8% | +96% | — |
| 12 |  $GOOG | Alphabet Inc. | $15.8M | 1.5% | -1% | 80.2 |
| 13 |  $AVGO | Broadcom Inc. | $15.6M | 1.5% | -1% | 86.4 |
| 14 | — | AMERICAN CENTY ETF TR | $14.1M | 1.3% | -38% | — |
| 15 |  $WMB | WILLIAMS COMPANIES, INC. | $14.0M | 1.3% | +101% | 72.8 |
| 16 | — | VICTORY PORTFOLIOS II | $13.3M | 1.3% | +20% | — |
| 17 |  $JNJ | JOHNSON & JOHNSON | $11.6M | 1.1% | +103% | 72.8 |
| 18 |  $TJX | TJX COMPANIES INC /DE/ | $11.2M | 1.1% | +99% | 70.7 |
| 19 |  $JPM | JPMORGAN CHASE & CO | $10.6M | 1.0% | -0% | 35.6 |
| 20 |  $QCOM | QUALCOMM INC/DE | $10.0M | 0.9% | +102% | 81.9 |
| 21 |  $WMT | Walmart Inc. | $9.9M | 0.9% | +56% | 63.2 |
| 22 |  $NVDA | NVIDIA CORP | $9.8M | 0.9% | +3% | 90.2 |
| 23 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $9.7M | 0.9% | +102% | 68.8 |
| 24 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $9.5M | 0.9% | +104% | 60.5 |
| 25 |  $HD | HOME DEPOT, INC. | $9.2M | 0.9% | +105% | 69.2 |
| 26 |  $PANW | Palo Alto Networks Inc | $8.3M | 0.8% | +104% | 66.5 |
| 27 |  $ITW | ILLINOIS TOOL WORKS INC | $7.8M | 0.7% | +107% | 71.2 |
| 28 | — | iShares Russell 1000 Growth ETF | $7.8M | 0.7% | +100% | — |
| 29 |  $SHEL | Shell plc | $7.6M | 0.7% | +107% | — |
| 30 |  $GPC | GENUINE PARTS CO | $7.1M | 0.7% | +102% | 54.2 |
| 31 |  $TT | Trane Technologies plc | $7.1M | 0.7% | +0% | — |
| 32 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $7.0M | 0.7% | +108% | 63.7 |
| 33 | — | Vanguard Total Stock Market ETF | $6.9M | 0.7% | +100% | — |
| 34 | — | VANGUARD SCOTTSDALE FDS | $6.9M | 0.7% | +30% | — |
| 35 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.7M | 0.6% | +0% | 64.5 |
| 36 | — | Schwab International Equity ETF | $6.3M | 0.6% | +98% | — |
| 37 |  $ASML | ASML HOLDING NV | $6.3M | 0.6% | -1% | — |
| 38 |  $SPY | SPDR S&P 500 ETF TRUST | $6.1M | 0.6% | +0% | — |
| 39 |  $GE | GENERAL ELECTRIC CO | $6.0M | 0.6% | +101% | 74.8 |
| 40 |  $ABBV | AbbVie Inc. | $5.5M | 0.5% | +2% | 59.3 |
| 41 |  $MRK | Merck & Co., Inc. | $5.5M | 0.5% | +2% | 70.9 |
| 42 |  $AMGN | AMGEN INC | $5.3M | 0.5% | +1% | 79.5 |
| 43 |  $NEE | NEXTERA ENERGY INC | $4.7M | 0.5% | +3% | 71.7 |
| 44 |  $AMZN | AMAZON COM INC | $4.4M | 0.4% | +6% | 74.6 |
| 45 |  $VZ | VERIZON COMMUNICATIONS INC | $4.3M | 0.4% | +1% | 71.6 |
| 46 | — | iShares Russell Mid-Cap ETF | $4.1M | 0.4% | +100% | — |
| 47 |  $ABT | ABBOTT LABORATORIES | $4.0M | 0.4% | +4% | 67 |
| 48 | — | Vanguard Growth ETF | $3.9M | 0.4% | +100% | — |
| 49 |  $SFM | Sprouts Farmers Market, Inc. | $3.9M | 0.4% | NEW | 73.4 |
| 50 |  $USB | US BANCORP DE | $3.8M | 0.4% | +101% | 71.4 |
| 51 |  $V | VISA INC. | $3.7M | 0.3% | +4% | 83.5 |
| 52 |  $AMCR | Amcor plc | $3.6M | 0.3% | +292% | — |
| 53 | — | VANGUARD SCOTTSDALE FDS | $3.4M | 0.3% | +1% | — |
| 54 |  $APD | Air Products & Chemicals, Inc. | $3.4M | 0.3% | +5% | 41.2 |
| 55 |  $CVX | CHEVRON CORP | $3.2M | 0.3% | +102% | 54.7 |
| 56 | — | iShares Russell 2000 ETF | $3.2M | 0.3% | +100% | — |
| 57 | — | Vanguard Dividend Appreciation ETF | $3.1M | 0.3% | +100% | — |
| 58 |  $CTAS | CINTAS CORP | $3.0M | 0.3% | +100% | 76.3 |
| 59 | — | Vanguard FTSE Developed Markets ETF | $2.8M | 0.3% | +100% | — |
| 60 |  $DPZ | DOMINOS PIZZA INC | $2.8M | 0.3% | +36% | 69.8 |
| 61 |  $IAU | ISHARES GOLD TRUST | $2.7M | 0.3% | +94% | — |
| 62 |  $LMT | LOCKHEED MARTIN CORP | $2.5M | 0.2% | +100% | 65 |
| 63 |  $CCZ | COMCAST CORP | $2.4M | 0.2% | +6% | 70.4 |
| 64 |  $GOOGL | Alphabet Inc. | $2.3M | 0.2% | +3% | 80.2 |
| 65 | — | SPDR Portfolio S&P 500 ETF | $2.2M | 0.2% | +0% | — |
| 66 |  $CINF | CINCINNATI FINANCIAL CORP | $2.2M | 0.2% | +100% | 77 |
| 67 |  $NSC | NORFOLK SOUTHERN CORP | $2.2M | 0.2% | +100% | 70.8 |
| 68 | — | ISHARES TR | $2.1M | 0.2% | +0% | — |
| 69 |  $CSX | CSX CORP | $2.1M | 0.2% | +100% | 66.4 |
| 70 | — | Vanguard FTSE Emerging Markets ETF | $2.1M | 0.2% | +100% | — |
| 71 |  $XOM | EXXON MOBIL CORP | $2.0M | 0.2% | +1% | 61.8 |
| 72 | — | iShares MSCI EAFE ETF | $2.0M | 0.2% | +100% | — |
| 73 |  $PEP | PEPSICO INC | $2.0M | 0.2% | +94% | 62.7 |
| 74 | — | SCHWAB STRATEGIC TR | $1.9M | 0.2% | +0% | — |
| 75 |  $CAT | CATERPILLAR INC | $1.9M | 0.2% | +100% | 67.8 |
| 76 | — | iShares MSCI EAFE Value ETF | $1.9M | 0.2% | NEW | — |
| 77 | — | iShares National Muni Bond ETF | $1.8M | 0.2% | +100% | — |
| 78 |  $KDP | Keurig Dr Pepper Inc. | $1.7M | 0.2% | +8% | 63.1 |
| 79 | — | Vanguard Value ETF | $1.7M | 0.2% | NEW | — |
| 80 |  $RTX | RTX Corp | $1.7M | 0.2% | +0% | 70 |
| 81 | — | iShares MSCI Emerging Markets ETF | $1.7M | 0.2% | +100% | — |
| 82 |  $ETN | Eaton Corp plc | $1.7M | 0.2% | +0% | — |
| 83 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $1.7M | 0.2% | +101% | 69.5 |
| 84 |  $GEV | GE Vernova Inc. | $1.7M | 0.2% | +1% | 70.1 |
| 85 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.6M | 0.1% | +104% | 66.7 |
| 86 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.1% | +0% | — |
| 87 | — | SPDR SSgA Multi-Asset Real Return ETF | $1.4M | 0.1% | +0% | — |
| 88 | — | Vanguard FTSE All-Wld ex-US ETF | $1.4M | 0.1% | +100% | — |
| 89 | — | iShares Russell 1000 Value ETF | $1.4M | 0.1% | +100% | — |
| 90 | — | Vanguard Real Estate ETF | $1.4M | 0.1% | +100% | — |
| 91 |  $WPC | W. P. Carey Inc. | $1.3M | 0.1% | +11% | 62.1 |
| 92 |  $LCNB | LCNB CORP | $1.3M | 0.1% | +0% | — |
| 93 | — | iShares Core US Aggregate Bond ETF | $1.2M | 0.1% | NEW | — |
| 94 |  $FITB | FIFTH THIRD BANCORP | $1.1M | 0.1% | +100% | — |
| 95 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.0M | 0.1% | +100% | 70.1 |
| 96 | — | SPDR SERIES TRUST | $1.0M | 0.1% | +0% | — |
| 97 |  $NDSN | NORDSON CORP | $971,337 | 0.1% | NEW | 67.8 |
| 98 | — | SPDR SERIES TRUST | $952,211 | 0.1% | +0% | — |
| 99 | — | iShares 3-7 Year Treasury Bond ETF | $948,600 | 0.1% | NEW | — |
| 100 |  $CMI | CUMMINS INC | $945,034 | 0.1% | NEW | 58.9 |
| 101 | — | ISHARES TR | $942,423 | 0.1% | +0% | — |
| 102 |  $CSCO | CISCO SYSTEMS, INC. | $939,046 | 0.1% | +1% | 72.3 |
| 103 | — | Vanguard Small-Cap ETF | $935,174 | 0.1% | +104% | — |
| 104 | — | iShares MSCI EAFE Growth ETF | $930,885 | 0.1% | NEW | — |
| 105 |  $MCD | MCDONALDS CORP | $930,458 | 0.1% | +81% | 73.9 |
| 106 |  $IVZ | Invesco Ltd. | $912,482 | 0.1% | -0% | — |
| 107 |  $DUK | Duke Energy CORP | $880,765 | 0.1% | -0% | 64 |
| 108 | — | Vanguard Tax-Exempt Bond ETF | $865,883 | 0.1% | NEW | — |
| 109 | — | iShares iBonds Dec 2028 Term Corporate ETF | $832,382 | 0.1% | +0% | — |
| 110 | — | iShares iBonds Dec 2027 Term Corp ETF | $829,307 | 0.1% | +0% | — |
| 111 | — | iShares IBonds Dec. 2026 Corporate Bond ETF | $826,448 | 0.1% | +0% | — |
| 112 | — | SPDR Portfolio S&P 400 Mid Cap ETF | $813,834 | 0.1% | +0% | — |
| 113 | — | ISHARES INC | $799,450 | 0.1% | +0% | — |
| 114 | — | iShares 7-10 Year Treasury Bond ETF | $798,255 | 0.1% | NEW | — |
| 115 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $789,298 | 0.1% | +100% | 70.9 |
| 116 |  $COST | COSTCO WHOLESALE CORP /NEW | $768,506 | 0.1% | +1% | 67 |
| 117 |  $LLY | ELI LILLY & Co | $757,932 | 0.1% | +2% | 89.3 |
| 118 |  $GLDM | World Gold Trust | $749,941 | 0.1% | NEW | — |
| 119 |  $CL | COLGATE PALMOLIVE CO | $742,352 | 0.1% | +109% | 72.4 |
| 120 |  $SYK | STRYKER CORP | $732,314 | 0.1% | +111% | 69.8 |
| 121 | — | iShares S&P 500 Growth ETF | $723,598 | 0.1% | +100% | — |
| 122 | — | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $716,942 | 0.1% | +0% | — |
| 123 |  $META | Meta Platforms, Inc. | $715,723 | 0.1% | +11% | 80.9 |
| 124 | — | ISHARES INC | $715,020 | 0.1% | -10% | — |
| 125 | — | iShares MSCI USA Min Vol Factor ETF | $711,752 | 0.1% | +0% | — |
| 126 | — | Vanguard Extended Market ETF | $675,906 | 0.1% | +100% | — |
| 127 |  $TSLA | Tesla, Inc. | $656,832 | 0.1% | +11% | 50.1 |
| 128 | — | SCHWAB STRATEGIC TR | $645,735 | 0.1% | +8% | — |
| 129 |  $NFLX | NETFLIX INC | $642,763 | 0.1% | +2% | 86.7 |
| 130 |  $ALPS | Alps Group Inc | $594,754 | 0.1% | +0% | — |
| 131 |  $ET | Energy Transfer LP | $591,734 | 0.1% | +0% | 64.5 |
| 132 | — | SELECT SECTOR SPDR TR | $589,014 | 0.1% | +0% | — |
| 133 | — | GOLDMAN SACHS ETF TR | $541,810 | 0.1% | +0% | — |
| 134 | — | iShares Short-Term National Muni Bd ETF | $539,872 | 0.1% | +100% | — |
| 135 | — | J P MORGAN EXCHANGE TRADED F | $537,904 | 0.1% | -0% | — |
| 136 | — | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $525,793 | 0.1% | NEW | — |
| 137 |  $SO | SOUTHERN CO | $523,292 | 0.1% | +103% | 65.1 |
| 138 | — | First Trust TCW Unconstrained Plus Bond ETF | $512,311 | 0.1% | +0% | — |
| 139 | — | ISHARES TR | $509,509 | 0.1% | +0% | — |
| 140 | — | INNOVATOR ETFS TRUST | $503,115 | 0.1% | +0% | — |
| 141 |  $AFL | AFLAC INC | $490,953 | 0.1% | +0% | 60.3 |
| 142 |  $LOW | LOWES COMPANIES INC | $468,780 | 0.0% | -0% | 63.5 |
| 143 |  $KR | KROGER CO | $467,358 | 0.0% | +101% | 51.1 |
| 144 | — | VICTORYSHARES FREE CASH FLOW ETF | $457,216 | 0.0% | +0% | — |
| 145 |  $WM | WASTE MANAGEMENT INC | $441,427 | 0.0% | +0% | 70.7 |
| 146 | — | SELECT SECTOR SPDR TR | $441,021 | 0.0% | +0% | — |
| 147 |  $AXP | AMERICAN EXPRESS CO | $432,485 | 0.0% | +2% | 73.2 |
| 148 |  $ELV | Elevance Health, Inc. | $407,588 | 0.0% | -0% | 59.4 |
| 149 | — | F/M OPPORTUNISTIC INCOME ETF | $402,611 | 0.0% | +0% | — |
| 150 |  $CRS | CARPENTER TECHNOLOGY CORP | $394,150 | 0.0% | +0% | 69.9 |
| 151 |  $AFG | AMERICAN FINANCIAL GROUP INC | $381,071 | 0.0% | +0% | 59.9 |
| 152 | — | ISHARES TR | $370,151 | 0.0% | +0% | — |
| 153 |  $MA | Mastercard Inc | $359,256 | 0.0% | -0% | 81.7 |
| 154 |  $T | AT&T INC. | $345,485 | 0.0% | -0% | 71.9 |
| 155 |  $DE | DEERE & CO | $318,828 | 0.0% | +0% | 57.4 |
| 156 | — | iShares Russell 1000 ETF | $317,542 | 0.0% | NEW | — |
| 157 |  $HI | Hillenbrand, Inc. | $317,200 | 0.0% | -51% | 37.5 |
| 158 | $IVZ | Invesco Ltd. | $313,057 | 0.0% | +0% | — |
| 159 |  $RITM | Rithm Capital Corp. | $312,666 | 0.0% | +0% | 52 |
| 160 |  $CARR | CARRIER GLOBAL Corp | $305,718 | 0.0% | +4% | 61.5 |
| 161 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $305,119 | 0.0% | +0% | 66.5 |
| 162 |  $GLW | CORNING INC /NY | $301,313 | 0.0% | NEW | 72.7 |
| 163 |  $ECG | Everus Construction Group, Inc. | $295,150 | 0.0% | +0% | 67 |
| 164 |  $AMAT | APPLIED MATERIALS INC /DE | $285,398 | 0.0% | +6% | 74.8 |
| 165 |  $AGNC | AGNC Investment Corp. | $284,777 | 0.0% | +0% | — |
| 166 | — | iShares Core Total Bond Market ETF | $273,730 | 0.0% | +0% | — |
| 167 |  $UNP | UNION PACIFIC CORP | $271,264 | 0.0% | +1% | 74 |
| 168 |  $OTIS | Otis Worldwide Corp | $267,092 | 0.0% | +0% | 60.3 |
| 169 | — | SELECT SECTOR SPDR TR | $267,066 | 0.0% | +0% | — |
| 170 |  $KO | COCA COLA CO | $262,953 | 0.0% | +4% | 74 |
| 171 |  $__PARK_1390777 | Bank of New York Mellon Corp | $259,210 | 0.0% | +3% | 36.7 |
| 172 | — | SCHWAB STRATEGIC TR | $257,185 | 0.0% | +1% | — |
| 173 |  $MO | ALTRIA GROUP, INC. | $255,737 | 0.0% | +4% | 72.1 |
| 174 | — | Strive 500 ETF | $251,728 | 0.0% | +0% | — |
| 175 | — | F/M 10-YEAR INVESTMENT GRADE CORPORATE BOND ETF | $251,189 | 0.0% | +0% | — |
| 176 | — | Industrial Select Sector SPDR ETF | $250,574 | 0.0% | +0% | — |
| 177 | — | EV Tax-Mgd Gbl Div Equity Income | $248,939 | 0.0% | +0% | — |
| 178 | — | Vanguard Mid-Cap Growth ETF | $238,478 | 0.0% | NEW | — |
| 179 | — | Schwab Short-Term US Treasury ETF | $235,557 | 0.0% | NEW | — |
| 180 | — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL | $232,480 | 0.0% | +0% | — |
| 181 | $META | Meta Platforms, Inc. | $228,722 | 0.0% | NEW | 80.9 |
| 182 |  $AMP | AMERIPRISE FINANCIAL INC | $226,981 | 0.0% | -1% | 70.2 |
| 183 |  $EMR | EMERSON ELECTRIC CO | $225,104 | 0.0% | +8% | 65.9 |
| 184 | — | iShares Core US REIT ETF | $222,100 | 0.0% | NEW | — |
| 185 | — | VANGUARD WORLD FD | $221,114 | 0.0% | -7% | — |
| 186 |  $DIS | Walt Disney Co | $220,838 | 0.0% | -2% | 68.9 |
| 187 | — | iShares iBonds DEC 2028 Term Muni Bond ETF | $217,260 | 0.0% | +0% | — |
| 188 | — | iShares iBonds Dec 2027 Term Muni Bd ETF | $216,932 | 0.0% | +0% | — |
| 189 | — | iShares iBonds Dec 2026 Term Muni Bond ETF | $216,710 | 0.0% | +0% | — |
| 190 | — | iShares iBonds DEC 2029 Term Muni Bond ETD | $216,596 | 0.0% | NEW | — |
| 191 | — | DIMENSIONAL US MARKETWIDE VALUE ETF | $214,826 | 0.0% | +0% | — |
| 192 |  $MDU | MDU RESOURCES GROUP INC | $207,200 | 0.0% | +0% | 31.6 |
| 193 |  $ATI | ATI INC | $203,644 | 0.0% | NEW | 64.5 |
| 194 |  $PM | Philip Morris International Inc. | $202,751 | 0.0% | NEW | 80.5 |
| 195 |  $OCSL | Oaktree Specialty Lending Corp | $132,855 | 0.0% | +0% | — |
| 196 |  $HRTX | HERON THERAPEUTICS, INC. /DE/ | $54,067 | 0.0% | NEW | 30.6 |
New Positions (21)
$SFM Sprouts Farmers Market, Inc.$3.9M iShares MSCI EAFE Value ETF$1.9M
Vanguard Value ETF$1.7M
iShares Core US Aggregate Bond ETF$1.2M
$NDSN NORDSON CORP$971,337 iShares 3-7 Year Treasury Bond ETF$948,600
$CMI CUMMINS INC$945,034 iShares MSCI EAFE Growth ETF$930,885
Vanguard Tax-Exempt Bond ETF$865,883
iShares 7-10 Year Treasury Bond ETF$798,255
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iShares Russell 1000 ETF$317,542
$GLW CORNING INC /NY$301,313 Vanguard Mid-Cap Growth ETF$238,478
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13F Pro tracks comprehensive institutional data for HORAN Wealth, LLC including:
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AI-Powered Hedge Fund Analysis: HORAN Wealth, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For HORAN Wealth, LLC (SEC CIK: 2072569), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in HORAN Wealth, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.