Horan Capital Advisors, Llc. Portfolio Holdings

Horan Capital Advisors, Llc.

  • $294 Million
  • Q4 2024

Horan Capital Advisors, Llc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $294 Million distributed in 112 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 $22.4M, Apple Inc. with a value of $19.6M, Usaa ETF Tr Core Intermediate with a value of $15.4M, Microsoft Corp with a value of $15.4M, and Broadcom Inc. with a value of $11.2M.

Examining the 13F form we can see an decrease of $4.35M in the current position value, from $298M to 294M.

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 $294 Million
ETFs: $85.7 Million
Technology: $63.9 Million
Financial Services: $27.7 Million
Industrials: $24 Million
Healthcare: $22.4 Million
Consumer Defensive: $17.8 Million
Communication Services: $17.7 Million
Energy: $12.9 Million
Other: $21.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $294 Million
  • Prior Value $298 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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