Horan Capital Advisors, LLC.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-03-31, active share 64.7%; sector active share 22.1% against the combined 13F book's sector weights.
Over time 21 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
118 tracked positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024Portfolio Trend
Sector Breakdown
As of Mar 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 32.5% | $96,448,307 |
| Technology | 19.4% | $57,637,683 |
| Financial Services | 8.7% | $25,835,139 |
| Healthcare | 7.7% | $22,880,413 |
| Industrials | 6.1% | $18,152,104 |
| Consumer Cyclical | 5.8% | $17,279,618 |
| Consumer Defensive | 5.5% | $16,345,705 |
| Communication Services | 5.5% | $16,226,979 |
| Energy | 5.0% | $14,897,611 |
| Real Estate | 1.3% | $3,890,695 |
| Utilities | 1.3% | $3,714,195 |
| Basic Materials | 1.1% | $3,298,001 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | +44,625 | 65,573 | $5,176,332 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +18,450 | 23,390 | $1,912,366 | |
| USTB | VictoryShares Short-Term Bond ETF | +15,079 | 184,102 | $9,324,766 | |
| SCHB | Schwab U.S. Broad Market ETF | +7,081 | 472,306 | $10,168,748 | |
| SCHF | Schwab International Equity ETF | +5,083 | 101,347 | $2,004,643 | |
| UITB | VictoryShares Core Intermediate Bond ETF | +4,189 | 339,420 | $15,932,374 | |
| IJH | iShares Core S&P Mid-Cap ETF | +3,654 | 362,514 | $21,152,691 | |
| FNDA | Schwab Strategic Trust | +3,552 | 261,153 | $7,152,980 | |
| AAPL | Apple Inc. | +2,049 | 80,257 | $17,827,487 | |
| XOM | ExxonMobil Holdings Corp | +695 | 7,392 | $879,130 | |
| VZ | Verizon Communications Inc | +517 | 78,652 | $3,567,654 | |
| USB | US Bancorp De | +436 | 29,865 | $1,260,900 | |
| PG | PROCTER & GAMBLE Co | +415 | 24,254 | $4,133,366 | |
| MSFT | Microsoft Corp | +409 | 36,942 | $13,867,657 | |
| IJR | iShares Core S&P Small-Cap ETF | +337 | 6,133 | $641,327 | |
| DUK | Duke Energy CORP | +310 | 2,414 | $294,435 | |
| RSP | Victory Portfolios II | +310 | 1,831 | $317,184 | |
| CVX | Chevron Corp | +286 | 4,407 | $737,247 | |
| NVDA | Nvidia Corp | +283 | 2,131 | $230,957 | |
| JNJ | Johnson & Johnson | +228 | 18,305 | $3,035,701 | |
| VOO | VANGUARD 500 INDEX FUND | +227 | 4,958 | $2,547,965 | |
| EOG | Eog Resources Inc | +204 | 18,608 | $2,386,289 | |
| EFA | iShares MSCI EAFE ETF | +175 | 6,541 | $534,595 | |
| ADBE | Adobe Inc. | +158 | 5,019 | $1,924,937 | |
| COST | Costco Wholesale Corp | +148 | 577 | $545,715 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMB | Williams Companies, Inc. | −34,463 | 92,845 | $5,548,417 | |
| WMT | Walmart Inc. | −14,490 | 54,463 | $4,781,306 | |
| FISV | Fiserv Inc | −4,551 | 23,075 | $5,095,652 | |
| PDEC | −1,977 | 12,374 | $465,262 | ||
| SCHC | Schwab International Small-Cap Equity ETF | −1,490 | 41,512 | $1,489,450 | |
| KDP | Keurig Dr Pepper Inc. | −756 | 67,468 | $2,308,754 | |
| CCI | Crown Castle Inc. | −744 | 26,517 | $2,763,866 | |
| JPM | Jpmorgan Chase & Co | −640 | 30,872 | $7,572,901 | |
| TJX | Tjx Companies Inc | −559 | 40,477 | $4,930,098 | |
| SCHE | Schwab Emerging Markets Equity ETF | −500 | 14,728 | $406,050 | |
| SHEL | Shell plc | −429 | 37,987 | $2,783,687 | |
| WPC | W. P. Carey Inc. | −399 | 17,855 | $1,126,829 | |
| MUB | iShares National Muni Bond ETF | −338 | 3,501 | $369,145 | |
| TROW | Price T Rowe Group Inc | −290 | 16,776 | $1,541,211 | |
| TT | Trane Technologies plc | −227 | 16,427 | $5,534,584 | |
| ITW | Illinois Tool Works Inc | −227 | 13,240 | $3,283,652 | |
| DEO | Diageo PLC | −215 | 15,464 | $1,620,472 | |
| CFG | Citizens Financial Group Inc | −189 | 73,713 | $3,020,021 | |
| PEP | Pepsico Inc | −180 | 4,301 | $644,891 | |
| BRK-B | Berkshire Hathaway Inc | −171 | 11,336 | $6,037,326 | |
| AVGO | Broadcom Inc. | −158 | 48,293 | $8,085,696 | |
| CTAS | Cintas Corp | −140 | 2,160 | $443,944 | |
| ADP | Automatic Data Processing Inc | −127 | 13,770 | $4,207,148 | |
| NEE | Nextera Energy Inc | −126 | 45,855 | $3,250,660 | |
| CMCSA | Comcast Corp | −118 | 82,986 | $3,062,179 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GPC | Genuine Parts Co | 30,162 | $3,593,500 | |
| DPZ | Dominos Pizza Inc | 5,789 | $2,659,756 | |
| SLB | Slb Limited | 61,312 | $2,562,841 | |
| IBM | International Business Machines Corp | 1,008 | $250,649 | |
| FITB | Fifth Third Bancorp | 6,077 | $238,218 | |
| MO | Altria Group, Inc. | 3,922 | $235,398 | |
| EEM | iShares MSCI Emerging Markets ETF | 4,875 | $213,037 | |
| PM | Philip Morris International Inc. | 1,321 | $209,682 | |
| BNY | Bank of New York Mellon Corp | 2,487 | $208,584 | |
| INTF | iShares International Equity Factor ETF | 6,642 | $204,839 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 362,514 | $21,152,691 | 7.13% | |
| AAPL |
Apple Inc.
Technology
|
Added | 80,257 | $17,827,487 | 6.01% | |
| UITB |
VictoryShares Core Intermediate Bond ETF
|
Added | 339,420 | $15,932,374 | 5.37% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 36,942 | $13,867,657 | 4.68% | |
| SCHB |
Schwab U.S. Broad Market ETF
|
Added | 472,306 | $10,168,748 | 3.43% | |
| USTB |
VictoryShares Short-Term Bond ETF
|
Added | 184,102 | $9,324,766 | 3.14% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 48,293 | $8,085,696 | 2.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 51,691 | $7,993,496 | 2.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 30,872 | $7,572,901 | 2.55% | |
| FNDA |
Schwab Strategic Trust
|
Added | 261,153 | $7,152,980 | 2.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 11,336 | $6,037,326 | 2.04% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 92,845 | $5,548,417 | 1.87% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 16,427 | $5,534,584 | 1.87% | |
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 35,005 | $5,377,118 | 1.81% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Added | 65,573 | $5,176,332 | 1.75% | |
| FISV |
Fiserv Inc
|
Reduced | 23,075 | $5,095,652 | 1.72% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 40,477 | $4,930,098 | 1.66% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 54,463 | $4,781,306 | 1.61% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 32,202 | $4,271,595 | 1.44% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 13,770 | $4,207,148 | 1.42% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 24,254 | $4,133,366 | 1.39% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 13,212 | $4,116,198 | 1.39% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 10,804 | $3,959,557 | 1.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 6,987 | $3,908,457 | 1.32% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
NEW | 30,162 | $3,593,500 | 1.21% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 78,652 | $3,567,654 | 1.20% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 10,155 | $3,558,921 | 1.20% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 39,214 | $3,519,848 | 1.19% | |
| NOC |
Northrop Grumman Corp
Industrials
|
Reduced | 6,548 | $3,352,641 | 1.13% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 15,747 | $3,299,311 | 1.11% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Reduced | 13,240 | $3,283,652 | 1.11% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 45,855 | $3,250,660 | 1.10% | |
| ACN |
Accenture plc
Technology
|
Reduced | 10,361 | $3,233,046 | 1.09% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 6,294 | $3,131,894 | 1.06% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 10,418 | $3,072,476 | 1.04% | |
| CMCSA |
Comcast Corp
Communication Services
|
Reduced | 82,986 | $3,062,179 | 1.03% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 18,305 | $3,035,701 | 1.02% | |
| CFG |
Citizens Financial Group Inc
Financial Services
|
Reduced | 73,713 | $3,020,021 | 1.02% | |
| SHEL |
Shell plc
Energy
|
Reduced | 37,987 | $2,783,687 | 0.94% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Reduced | 26,517 | $2,763,866 | 0.93% | |
| DPZ |
Dominos Pizza Inc
Consumer Cyclical
|
NEW | 5,789 | $2,659,756 | 0.90% | |
| SLB |
Slb Limited
Energy
|
NEW | 61,312 | $2,562,841 | 0.86% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 4,958 | $2,547,965 | 0.86% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 22,445 | $2,468,725 | 0.83% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 18,608 | $2,386,289 | 0.80% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Reduced | 67,468 | $2,308,754 | 0.78% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 12,746 | $2,174,977 | 0.73% | |
| SCHF |
Schwab International Equity ETF
|
Added | 101,347 | $2,004,643 | 0.68% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 3,494 | $1,963,278 | 0.66% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 5,019 | $1,924,937 | 0.65% |
Showing the top 50 of 118 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.