Horan Capital Advisors, Llc. Portfolio Holdings

Horan Capital Advisors, Llc.

  • $293 Million
  • Q1 2025

Horan Capital Advisors, Llc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $293 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $21.2M, Apple Inc. with a value of $17.8M, Usaa ETF Tr Core Intermediate with a value of $15.9M, Microsoft Corp with a value of $13.9M, and Schwab Strategic Tr Us Broad M with a value of $10.2M.

Examining the 13F form we can see an decrease of $245K in the current position value, from $294M to 293M.

Horan Capital Advisors, Llc. is based out at Cincinnati, OH

Below you can find more details about Horan Capital Advisors, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $293 Million
ETFs: $90.4 Million
Technology: $56.3 Million
Financial Services: $25.6 Million
Industrials: $23 Million
Healthcare: $22.9 Million
Consumer Cyclical: $17.3 Million
Consumer Defensive: $16.3 Million
Communication Services: $16.2 Million
Other: $25.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $293 Million
  • Prior Value $294 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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