Hurlow Wealth Management Group, Inc.

CIK

1747749

Location

BLOOMINGTON, IN

Portfolio Value

Micro $50,765,250

Diversification

Diversified

Filing Date

Global Rank

#5,506 / 6,964 ▲ 211

Top Industry

Drug Manufacturers - General 15.0%

3Y Alpha vs SPY

-3.5%

Period ended 46 days ago

Filed Aug 5, 2026 · 10d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+60.6%

SPY

+75.6%

Annualised alpha

-3.5%

Max drawdown

−14.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

68 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.6%

−15.3 pts

Top 5

32.8%

−30.5 pts

Top 10

47.2%

−27.4 pts

HHI

347

Diversified−850

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	21.5%	$10,905,690	12
Financial Services	21.2%	$10,755,284	10
Healthcare	16.2%	$8,225,755	7
Industrials	13.4%	$6,796,043	11
Consumer Defensive	7.1%	$3,601,831	7
Consumer Cyclical	5.2%	$2,639,626	4
Unclassified	4.6%	$2,356,867	4
Communication Services	3.0%	$1,539,479	2
Utilities	3.0%	$1,533,048	4
Basic Materials	2.4%	$1,217,048	3
Energy	2.4%	$1,194,579	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+572	4,581	$916,612
AMZN	Amazon Com Inc	+201	4,827	$1,150,467
V	Visa Inc.	+154	1,120	$384,260
TJX	Tjx Companies Inc /De/	+148	3,749	$567,973
MSFT	Microsoft Corp	+133	3,963	$1,478,278
GOOGL	Alphabet Inc.	+102	2,689	$954,221
META	Meta Platforms, Inc.	+93	1,039	$585,258
XOM	ExxonMobil Holdings Corp	+75	2,869	$392,249
WEC	Wec Energy Group, Inc.	+74	2,684	$313,410
WMT	Walmart Inc.	+73	15,756	$1,784,524
ABBV	AbbVie Inc.	+52	4,076	$1,025,684
CSCO	Cisco Systems, Inc.	+52	3,620	$425,205
NEE	Nextera Energy Inc	+46	6,465	$567,433
JCI	Johnson Controls International plc	+43	8,169	$1,193,572
ELV	Elevance Health, Inc.	+33	1,381	$534,074
JPM	Jpmorgan Chase & Co	+32	5,223	$1,709,644
APD	Air Products & Chemicals, Inc.	+31	1,176	$344,779
ADP	Automatic Data Processing Inc	+27	1,714	$383,850
IBM	International Business Machines Corp	+25	936	$263,212
LLY	ELI LILLY & Co	+23	3,375	$4,048,076
ADI	Analog Devices Inc	+23	2,242	$890,455
JNJ	Johnson & Johnson	+17	7,600	$1,930,172
CINF	Cincinnati Financial Corp	+6	9,975	$1,846,771
EMR	Emerson Electric Co	+5	2,998	$429,163
MS	Morgan Stanley	+4	2,333	$487,690
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−2,314	4,986	$3,991,643
MCD	Mcdonalds Corp	−291	2,239	$605,224
AAPL	Apple Inc.	−192	16,763	$4,850,541
PG	PROCTER & GAMBLE Co	−162	2,558	$375,105
ONB	Old National Bancorp /In/	−155	13,367	$346,205
SYY	Sysco Corp	−46	4,243	$354,629
PAYX	Paychex Inc	−39	3,401	$334,420
TGT	Target Corp	−21	2,180	$284,729
CVX	Chevron Corp	−20	2,211	$366,495
SPY	Spdr S&P 500 ETF Trust	−3	1,531	$1,143,304
LOW	Lowes Companies Inc	−2	1,433	$315,962
BLK	BlackRock, Inc.	−1	372	$357,700
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
BN	BROOKFIELD Corp /ON/	18,338	$781,015
GLW	Corning Inc /Ny	946	$241,636
AVGO	Broadcom Inc.	636	$240,249
DELL	Dell Technologies Inc.	552	$238,165
FITB	Fifth Third Bancorp	3,743	$210,992
ES	Eversource Energy	2,880	$208,137
HURA	TuHURA Biosciences, Inc./NV	38,319	$89,666
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	436,987	$28,002,126
VB	Vanguard Morningstar Small-Cap ETF	87,526	$22,924,809
BIV	Vanguard Intermediate-Term Bond ETF	129,737	$10,013,101
VIG	Vanguard Dividend Appreciation ETF	25,478	$5,479,298
VXUS	Vanguard Total International Stock ETF	4,947	$381,463
VTEC	Vanguard California Tax-Exempt Bond ETF	3,415	$338,358
ABT	Abbott Laboratories	2,181	$223,923
GLD	Spdr Gold Trust	500	$215,145
T	At&T Inc.	6,987	$202,553
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 tracked positions · $50,765,250 total · filing declares 125 positions · $480,634,097 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	16,763	-192	$4,850,541	+12.7%	9.55%
LLY	ELI LILLY & Co Healthcare	Added	3,375	+23	$4,048,076	+31.3%	7.97%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,986	-2,314	$3,991,643	−19.1%	7.86%
JNJ	Johnson & Johnson Healthcare	Added	7,600	+17	$1,930,172	+4.1%	3.80%
CINF	Cincinnati Financial Corp Financial Services	Added	9,975	+6	$1,846,771	+17.7%	3.64%
WMT	Walmart Inc. Consumer Defensive	Added	15,756	+73	$1,784,524	−8.4%	3.52%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,223	+32	$1,709,644	+12.0%	3.37%
MSFT	Microsoft Corp Technology	Added	3,963	+133	$1,478,278	+4.3%	2.91%
JCI	Johnson Controls International plc Industrials	Added	8,169	+43	$1,193,572	+12.2%	2.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,827	+201	$1,150,467	+19.4%	2.27%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,531	-3	$1,143,304	+14.6%	2.25%
ABBV	AbbVie Inc. Healthcare	Added	4,076	+52	$1,025,684	+17.2%	2.02%
GOOGL	Alphabet Inc. Communication Services	Added	2,689	+102	$954,221	+28.5%	1.88%
NVDA	Nvidia Corp Technology	Added	4,581	+572	$916,612	+31.1%	1.81%
ADI	Analog Devices Inc Technology	Added	2,242	+23	$890,455	+26.1%	1.75%
GE	General Electric Co Industrials	Added	2,210	+1	$825,943	+31.8%	1.63%
CAT	Caterpillar Inc Industrials	Added	751	+1	$799,739	+50.5%	1.58%
BN	BROOKFIELD Corp /ON/ Financial Services	NEW	18,338	NEW	$781,015	NEW	1.54%
AMD	Advanced Micro Devices Inc Technology	Added	1,107	+3	$643,067	+186.3%	1.27%
LIN	Linde PLC Basic Materials	Added	1,233	+2	$639,853	+4.8%	1.26%
AFL	Aflac Inc Financial Services	Added	5,453	+3	$639,364	+6.9%	1.26%
GWW	W.W. Grainger, Inc. Industrials	Added	452	+1	$614,900	+25.0%	1.21%
GEV	GE Vernova Inc. Industrials	Held	521	0	$612,102	+34.6%	1.21%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,239	-291	$605,224	−23.0%	1.19%
QQQ	Invesco Qqq Trust, Series 1	Held	812	0	$597,956	+27.6%	1.18%
META	Meta Platforms, Inc. Communication Services	Added	1,039	+93	$585,258	+8.1%	1.15%
NSC	Norfolk Southern Corp Industrials	Held	1,846	0	$580,733	+9.6%	1.14%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	3,749	+148	$567,973	−1.2%	1.12%
NEE	Nextera Energy Inc Utilities	Added	6,465	+46	$567,433	−4.8%	1.12%
ELV	Elevance Health, Inc. Healthcare	Added	1,381	+33	$534,074	+35.3%	1.05%
MS	Morgan Stanley Financial Services	Added	2,333	+4	$487,690	+27.2%	0.96%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	1,638	0	$475,986	−15.8%	0.94%
ED	Consolidated Edison Inc Utilities	Added	4,014	+1	$444,068	−2.2%	0.87%
ITW	Illinois Tool Works Inc Industrials	Added	1,621	+3	$438,431	+4.1%	0.86%
RTX	RTX Corp Industrials	Added	2,269	+3	$430,497	−1.5%	0.85%
EMR	Emerson Electric Co Industrials	Added	2,998	+5	$429,163	+9.4%	0.85%
CSCO	Cisco Systems, Inc. Technology	Added	3,620	+52	$425,205	+53.6%	0.84%
GD	General Dynamics Corp Industrials	Added	1,115	+1	$394,977	+3.3%	0.78%
XOM	ExxonMobil Holdings Corp Energy	Added	2,869	+75	$392,249	−17.3%	0.77%
V	Visa Inc. Financial Services	Added	1,120	+154	$384,260	+31.6%	0.76%
ADP	Automatic Data Processing Inc Technology	Added	1,714	+27	$383,850	+12.0%	0.76%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,558	-162	$375,105	−4.5%	0.74%
CVX	Chevron Corp Energy	Reduced	2,211	-20	$366,495	−20.6%	0.72%
BLK	BlackRock, Inc. Financial Services	Reduced	372	-1	$357,700	−0.3%	0.70%
SYY	Sysco Corp Consumer Defensive	Reduced	4,243	-46	$354,629	+15.9%	0.70%
ONB	Old National Bancorp /In/ Financial Services	Reduced	13,367	-155	$346,205	+15.9%	0.68%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	1,176	+31	$344,779	+3.7%	0.68%
PAYX	Paychex Inc Technology	Reduced	3,401	-39	$334,420	+5.5%	0.66%
SYK	Stryker Corp Healthcare	Added	1,036	+2	$326,174	−4.0%	0.64%
IAU	Ishares Gold Trust	Held	4,237	0	$319,935	−14.3%	0.63%

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.