HORAN Wealth, LLC
Net seller this quarter
$800M
126
-$113M
18.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $29.9M | 3.74% | 0.00% | +1.1% | Q2 2025 |
 GOOGL | $19.3M | 2.41% | 0.00% | -1.3% | Q2 2025 |
 AVGO | $18.5M | 2.31% | 0.00% | -1.7% | Q2 2025 |
 MSFT | $16.7M | 2.08% | 0.00% | -49.3% | Q2 2025 |
 PG | $14.6M | 1.82% | 0.00% | -47.3% | Q2 2025 |
 JPM | $11.8M | 1.47% | 0.00% | +1.5% | Q2 2025 |
 NVDA | $11.5M | 1.44% | 0.00% | +5.6% | Q2 2025 |
 ASML | $9.36M | 1.17% | 0.00% | -2.3% | Q2 2025 |
 PANW | $8.42M | 1.05% | 0.00% | -51.9% | Q2 2025 |
 TT | $8.31M | 1.04% | 0.01% | -0.9% | Q2 2025 |
 WMB | $7.28M | 0.91% | 0.01% | -49.6% | Q2 2025 |
 BRK.B | $7.18M | 0.90% | Not reported | +3.6% | Q2 2025 |
 SPY | $7M | 0.87% | Not reported | +0.3% | Q2 2025 |
 ABBV | $6.44M | 0.81% | 0.00% | +2.1% | Q2 2025 |
 JNJ | $6.08M | 0.76% | 0.00% | -51.5% | Q2 2025 |
 MRK | $5.95M | 0.74% | 0.00% | +0.1% | Q2 2025 |
 CFG | $5.69M | 0.71% | 0.02% | -50.0% | Q2 2025 |
 AMGN | $5.6M | 0.70% | 0.00% | +1.9% | Q2 2025 |
 TJX | $5.29M | 0.66% | 0.00% | -50.6% | Q2 2025 |
 AMZN | $5.21M | 0.65% | 0.00% | +4.0% | Q2 2025 |
 HD | $5.14M | 0.64% | 0.00% | -47.5% | Q2 2025 |
 SFM | $4.89M | 0.61% | 0.06% | +14.9% | Q1 2026 |
 PAYX | $4.75M | 0.59% | 0.01% | New | Q2 2026 |
 NEE | $4.6M | 0.58% | 0.00% | +2.5% | Q2 2025 |
 WMT | $4.6M | 0.57% | 0.00% | -50.2% | Q2 2025 |
 V | $4.24M | 0.53% | 0.00% | +3.2% | Q2 2025 |
 ITW | $4.21M | 0.53% | 0.01% | -48.4% | Q2 2025 |
 GE | $4.12M | 0.52% | 0.00% | -44.1% | Q2 2025 |
 AMCR | $4M | 0.50% | 0.02% | -18.9% | Q3 2025 |
 VZ | $3.86M | 0.48% | 0.00% | +2.9% | Q2 2025 |
 GPC | $3.85M | 0.48% | 0.02% | -51.0% | Q2 2025 |
 NOC | $3.75M | 0.47% | 0.01% | -47.9% | Q2 2025 |
 TMO | $3.59M | 0.45% | 0.00% | -48.9% | Q2 2025 |
 ABT | $3.51M | 0.44% | 0.00% | +3.1% | Q2 2025 |
 APD | $3.5M | 0.44% | 0.01% | +2.3% | Q2 2025 |
 GEV | $3.31M | 0.41% | 0.00% | +16.4% | Q3 2025 |
 SHEL | $3.31M | 0.41% | 0.00% | -48.8% | Q2 2025 |
| GOOG | $2.46M | 0.31% | Not reported | -9.0% | Q2 2025 |
 QQQ | $2.44M | 0.30% | Not reported | +35.4% | Q4 2025 |
 KDP | $2.31M | 0.29% | 0.01% | +7.1% | Q2 2025 |
 IAU | $2.3M | 0.29% | 0.00% | Not reported | Q2 2025 |
 DPZ | $2.29M | 0.29% | 0.02% | +1.0% | Q2 2025 |
 USB | $2.23M | 0.28% | 0.00% | -49.9% | Q2 2025 |
 CMCSA | $2.15M | 0.27% | 0.00% | +4.8% | Q2 2025 |
 ETN | $2.11M | 0.26% | 0.00% | -2.9% | Q2 2025 |
 XOM | $1.87M | 0.23% | 0.00% | +0.6% | Q2 2025 |
 RTX | $1.73M | 0.22% | 0.00% | -0.6% | Q2 2025 |
 CAT | $1.63M | 0.20% | 0.00% | -45.4% | Q2 2025 |
 WPC | $1.52M | 0.19% | 0.01% | +7.5% | Q2 2025 |
 CVX | $1.5M | 0.19% | 0.00% | -49.8% | Q2 2025 |
| Q1 2026 | |||||
| MSFT | $34.4M | 3.27% | 0.00% | +102.2% | Q2 2025 |
| PG | $27.1M | 2.57% | 0.01% | +98.4% | Q2 2025 |
| AAPL | $26.4M | 2.51% | 0.00% | -0.2% | Q2 2025 |
| GOOGL | $15.8M | 1.50% | 0.00% | -1.3% | Q2 2025 |
| AVGO | $15.6M | 1.48% | 0.00% | -1.0% | Q2 2025 |
| WMB | $14M | 1.33% | 0.02% | +100.9% | Q2 2025 |
| JNJ | $11.6M | 1.10% | 0.00% | +102.8% | Q2 2025 |
| TJX | $11.2M | 1.07% | 0.01% | +99.5% | Q2 2025 |
| JPM | $10.6M | 1.01% | 0.00% | -0.1% | Q2 2025 |
 QCOM | $9.95M | 0.95% | 0.01% | +102.0% | Q2 2025 |
| WMT | $9.93M | 0.94% | 0.00% | +55.7% | Q2 2025 |
| NVDA | $9.81M | 0.93% | 0.00% | +3.4% | Q2 2025 |
| CFG | $9.71M | 0.92% | 0.04% | +101.8% | Q2 2025 |
| NOC | $9.53M | 0.91% | 0.01% | +103.6% | Q2 2025 |
| HD | $9.22M | 0.88% | 0.00% | +104.7% | Q2 2025 |
| PANW | $8.34M | 0.79% | 0.01% | +103.9% | Q2 2025 |
| ITW | $7.82M | 0.74% | 0.01% | +106.6% | Q2 2025 |
| SHEL | $7.62M | 0.72% | 0.00% | +107.1% | Q2 2025 |
| GPC | $7.11M | 0.68% | 0.05% | +102.5% | Q2 2025 |
| TT | $7.08M | 0.67% | 0.01% | +0.4% | Q2 2025 |
| TMO | $6.99M | 0.66% | 0.00% | +107.8% | Q2 2025 |
| BRK.B | $6.68M | 0.64% | Not reported | +0.1% | Q2 2025 |
| ASML | $6.26M | 0.60% | 0.00% | -0.9% | Q2 2025 |
| SPY | $6.14M | 0.58% | Not reported | Not reported | Q2 2025 |
| GE | $6.01M | 0.57% | 0.00% | +100.9% | Q2 2025 |
| ABBV | $5.51M | 0.52% | 0.00% | +1.7% | Q2 2025 |
| MRK | $5.47M | 0.52% | 0.00% | +1.9% | Q2 2025 |
| AMGN | $5.3M | 0.50% | 0.00% | +0.8% | Q2 2025 |
| NEE | $4.69M | 0.45% | 0.00% | +2.5% | Q2 2025 |
| AMZN | $4.45M | 0.42% | 0.00% | +5.7% | Q2 2025 |
| VZ | $4.35M | 0.41% | 0.00% | +0.8% | Q2 2025 |
| ABT | $3.95M | 0.38% | 0.00% | +3.9% | Q2 2025 |
| SFM | $3.88M | 0.37% | 0.05% | New | Q1 2026 |
| USB | $3.85M | 0.37% | 0.00% | +100.5% | Q2 2025 |
| V | $3.7M | 0.35% | 0.00% | +3.7% | Q2 2025 |
| AMCR | $3.61M | 0.34% | 0.02% | +30.0% | Q3 2025 |
| APD | $3.35M | 0.32% | 0.01% | +4.8% | Q2 2025 |
| CVX | $3.24M | 0.31% | 0.00% | +101.6% | Q2 2025 |
 CTAS | $2.97M | 0.28% | 0.00% | +99.9% | Q2 2025 |
| DPZ | $2.75M | 0.26% | 0.02% | +36.5% | Q2 2025 |
| IAU | $2.69M | 0.26% | 0.00% | +94.3% | Q2 2025 |
 LMT | $2.53M | 0.24% | 0.00% | +100.0% | Q3 2025 |
| CMCSA | $2.4M | 0.23% | 0.00% | +5.9% | Q2 2025 |
| GOOG | $2.28M | 0.22% | Not reported | +3.0% | Q2 2025 |
 CINF | $2.22M | 0.21% | 0.01% | +100.3% | Q2 2025 |
 NSC | $2.19M | 0.21% | 0.00% | +100.0% | Q2 2025 |
 CSX | $2.12M | 0.20% | 0.00% | +100.0% | Q3 2025 |
| XOM | $2.03M | 0.19% | 0.00% | +1.3% | Q2 2025 |
 PEP | $2M | 0.19% | 0.00% | +94.4% | Q2 2025 |
| CAT | $1.89M | 0.18% | 0.00% | +100.0% | Q2 2025 |
| Q4 2025 | |||||
| AAPL | $27.9M | 4.28% | 0.00% | +0.8% | Q2 2025 |
| MSFT | $21M | 3.23% | 0.00% | +2.4% | Q2 2025 |
| AVGO | $17.4M | 2.67% | 0.00% | -0.2% | Q2 2025 |
| GOOGL | $17.3M | 2.66% | 0.00% | +0.5% | Q2 2025 |
| PG | $13.6M | 2.09% | 0.00% | +5.6% | Q2 2025 |
| JPM | $11.4M | 1.76% | 0.00% | +0.4% | Q2 2025 |
| NVDA | $9.81M | 1.51% | 0.00% | +3.2% | Q2 2025 |
| BRK.B | $6.95M | 1.07% | Not reported | +5.2% | Q2 2025 |
| TT | $6.62M | 1.02% | 0.01% | -0.1% | Q2 2025 |
| QCOM | $6.39M | 0.98% | 0.00% | +1.4% | Q2 2025 |
| SPY | $6.37M | 0.98% | Not reported | 0.0% | Q2 2025 |
| WMT | $5.83M | 0.90% | 0.00% | +1.2% | Q2 2025 |
| WMB | $5.82M | 0.89% | 0.01% | +0.6% | Q2 2025 |
| ABBV | $5.64M | 0.87% | 0.00% | +1.3% | Q2 2025 |
| TJX | $5.44M | 0.84% | 0.00% | -0.1% | Q2 2025 |
| ASML | $5.2M | 0.80% | 0.00% | +1.1% | Q2 2025 |
| JNJ | $5.04M | 0.77% | 0.00% | -2.9% | Q2 2025 |
| AMGN | $4.93M | 0.76% | 0.00% | +1.2% | Q2 2025 |
| MRK | $4.78M | 0.73% | 0.00% | +0.7% | Q2 2025 |
| CFG | $4.7M | 0.72% | 0.02% | +1.7% | Q2 2025 |
| HD | $4.66M | 0.72% | 0.00% | +2.3% | Q2 2025 |
| PANW | $4.63M | 0.71% | 0.00% | +1.1% | Q2 2025 |
| AMZN | $4.59M | 0.71% | 0.00% | +2.2% | Q2 2025 |
| ABT | $4.53M | 0.70% | 0.00% | +1.2% | Q2 2025 |
| V | $4.05M | 0.62% | 0.00% | +2.5% | Q2 2025 |
| GPC | $4.04M | 0.62% | 0.02% | +0.9% | Q2 2025 |
| NEE | $4M | 0.62% | 0.00% | +0.8% | Q2 2025 |
| NOC | $3.96M | 0.61% | 0.00% | +1.3% | Q2 2025 |
| TMO | $3.91M | 0.60% | 0.00% | +0.5% | Q2 2025 |
| AMCR | $3.65M | 0.56% | 0.02% | -2.7% | Q3 2025 |
| ITW | $3.6M | 0.55% | 0.01% | +0.7% | Q2 2025 |
| VZ | $3.58M | 0.55% | 0.00% | +0.9% | Q2 2025 |
| GE | $3.02M | 0.46% | 0.00% | -3.7% | Q2 2025 |
| SHEL | $2.96M | 0.45% | 0.00% | -0.4% | Q2 2025 |
| APD | $2.75M | 0.42% | 0.01% | +0.2% | Q2 2025 |
| CMCSA | $2.36M | 0.36% | 0.00% | -10.1% | Q2 2025 |
| DPZ | $2.34M | 0.36% | 0.02% | -3.6% | Q2 2025 |
| GOOG | $2.33M | 0.36% | Not reported | +1.5% | Q2 2025 |
| USB | $1.96M | 0.30% | 0.00% | +0.1% | Q2 2025 |
| KDP | $1.72M | 0.26% | 0.00% | -7.3% | Q2 2025 |
| RTX | $1.68M | 0.26% | 0.00% | +0.7% | Q2 2025 |
| ETN | $1.63M | 0.25% | 0.00% | 0.0% | Q2 2025 |
| XOM | $1.61M | 0.25% | 0.00% | +1.7% | Q2 2025 |
| GEV | $1.57M | 0.24% | 0.00% | -1.8% | Q3 2025 |
| CTAS | $1.52M | 0.23% | 0.00% | +33.8% | Q2 2025 |
| QQQ | $1.5M | 0.23% | Not reported | New | Q4 2025 |
| CVX | $1.36M | 0.21% | 0.00% | -0.9% | Q2 2025 |
 LCNB | $1.29M | 0.20% | 0.55% | +4.5% | Q3 2025 |
| IAU | $1.27M | 0.20% | 0.00% | Not reported | Q2 2025 |
| LMT | $1.26M | 0.19% | 0.00% | -0.6% | Q3 2025 |
| Q3 2025 | |||||
| AAPL | $25.9M | 4.08% | 0.00% | +25.0% | Q2 2025 |
| MSFT | $22M | 3.47% | 0.00% | +15.6% | Q2 2025 |
| AVGO | $16.6M | 2.61% | 0.00% | +4.9% | Q2 2025 |
| PG | $13.8M | 2.18% | 0.00% | +272.4% | Q2 2025 |
| GOOGL | $13.4M | 2.11% | 0.00% | +5.5% | Q2 2025 |
| JPM | $11.2M | 1.76% | 0.00% | +15.1% | Q2 2025 |
| NVDA | $9.51M | 1.50% | 0.00% | +104.1% | Q2 2025 |
| TT | $7.18M | 1.13% | 0.01% | +4.7% | Q2 2025 |
| BRK.B | $6.61M | 1.04% | Not reported | +15.3% | Q2 2025 |
| SPY | $6.22M | 0.98% | Not reported | +30.0% | Q2 2025 |
| QCOM | $6.13M | 0.97% | 0.00% | +4.6% | Q2 2025 |
| WMB | $6.1M | 0.96% | 0.01% | +4.4% | Q2 2025 |
| ABBV | $5.64M | 0.89% | 0.00% | +51.8% | Q2 2025 |
| HD | $5.37M | 0.85% | 0.00% | +22.6% | Q2 2025 |
| WMT | $5.33M | 0.84% | 0.00% | -4.6% | Q2 2025 |
| TJX | $5.12M | 0.81% | 0.00% | -12.0% | Q2 2025 |
| PANW | $5.07M | 0.80% | 0.00% | +94.0% | Q2 2025 |
 FISV | $4.92M | 0.77% | 0.01% | +63.3% | Q2 2025 |
| ABT | $4.78M | 0.75% | 0.00% | +10.2% | Q2 2025 |
| ASML | $4.65M | 0.73% | 0.00% | +5.4% | Q2 2025 |
| JNJ | $4.65M | 0.73% | 0.00% | +35.8% | Q2 2025 |
| GPC | $4.51M | 0.71% | 0.02% | +4.7% | Q2 2025 |
| AMZN | $4.28M | 0.67% | 0.00% | +216.8% | Q2 2025 |
| AMGN | $4.21M | 0.66% | 0.00% | +8.6% | Q2 2025 |
| CFG | $4.2M | 0.66% | 0.02% | +3.7% | Q2 2025 |
| NOC | $4.18M | 0.66% | 0.00% | +4.2% | Q2 2025 |
| V | $3.85M | 0.61% | 0.00% | +12.0% | Q2 2025 |
| VZ | $3.83M | 0.60% | 0.00% | +10.2% | Q2 2025 |
| MRK | $3.78M | 0.60% | 0.00% | +12.0% | Q2 2025 |
| ITW | $3.78M | 0.60% | 0.01% | +8.8% | Q2 2025 |
| NEE | $3.74M | 0.59% | 0.00% | +7.1% | Q2 2025 |
| AMCR | $3.68M | 0.58% | 0.02% | New | Q3 2025 |
| TMO | $3.26M | 0.51% | 0.00% | +5.5% | Q2 2025 |
| GE | $3.07M | 0.48% | 0.00% | +667.0% | Q2 2025 |
| APD | $3.03M | 0.48% | 0.01% | +5.8% | Q2 2025 |
| SHEL | $2.89M | 0.46% | 0.00% | +4.7% | Q2 2025 |
| CMCSA | $2.76M | 0.44% | 0.00% | +5.7% | Q2 2025 |
| DPZ | $2.52M | 0.40% | 0.02% | -1.5% | Q2 2025 |
 EOG | $2.3M | 0.36% | 0.00% | +8.5% | Q2 2025 |
 SLB | $2.17M | 0.34% | 0.00% | -3.2% | Q2 2025 |
| ETN | $1.91M | 0.30% | 0.00% | +483.8% | Q2 2025 |
| GOOG | $1.78M | 0.28% | Not reported | +79.5% | Q2 2025 |
| USB | $1.77M | 0.28% | 0.00% | +22.7% | Q2 2025 |
| KDP | $1.69M | 0.27% | 0.00% | -3.2% | Q2 2025 |
 TROW | $1.64M | 0.26% | 0.01% | -3.1% | Q2 2025 |
| RTX | $1.52M | 0.24% | 0.00% | +209.3% | Q2 2025 |
| GEV | $1.51M | 0.24% | 0.00% | New | Q3 2025 |
| XOM | $1.49M | 0.23% | 0.00% | +78.3% | Q2 2025 |
 DEO | $1.42M | 0.22% | 0.00% | -2.8% | Q2 2025 |
| CVX | $1.4M | 0.22% | 0.00% | +104.7% | Q2 2025 |