Hurlow Wealth Management Group, Inc.
Filing Date
Global Rank
#7,012
/ 8,603
▲ 100
· as of Mar 2026
Top Industry
Drug Manufacturers - General
14.9%
3Y Alpha vs SPY
-2.4%
Period ended 3 months ago
Filed Apr 22, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.4%
SPY
+76.0%
Annualised alpha
-2.2%
Max drawdown
−14.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.0%
−0.7 pts
Top 5
34.0%
−1.5 pts
Top 10
49.3%
−2.3 pts
HHI
360
Diversified−33
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 19.7% | $8,523,525 |
| Technology | 19.7% | $8,507,781 |
| Healthcare | 16.3% | $7,035,169 |
| Industrials | 13.7% | $5,896,932 |
| Consumer Defensive | 8.6% | $3,725,002 |
| Consumer Cyclical | 6.2% | $2,663,895 |
| Unclassified | 5.4% | $2,317,134 |
| Utilities | 3.1% | $1,352,546 |
| Basic Materials | 2.7% | $1,159,262 |
| Communication Services | 2.3% | $1,009,492 |
| Energy | 2.3% | $975,892 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +103 | 4,009 | $699,169 | |
| META | Meta Platforms, Inc. | +66 | 946 | $541,234 | |
| AMZN | Amazon Com Inc | +46 | 4,626 | $963,457 | |
| TGT | Target Corp | +23 | 2,201 | $266,761 | |
| CSCO | Cisco Systems, Inc. | +17 | 3,568 | $276,841 | |
| WMT | Walmart Inc. | +17 | 15,683 | $1,949,083 | |
| CL | Colgate Palmolive Co | +12 | 2,940 | $250,576 | |
| JNJ | Johnson & Johnson | +10 | 7,583 | $1,853,588 | |
| V | Visa Inc. | +8 | 966 | $291,963 | |
| CINF | Cincinnati Financial Corp | +7 | 9,969 | $1,568,622 | |
| ABT | Abbott Laboratories | +7 | 2,181 | $223,923 | |
| PEP | Pepsico Inc | +7 | 2,310 | $358,719 | |
| TJX | Tjx Companies Inc /De/ | +6 | 3,601 | $575,079 | |
| LLY | ELI LILLY & Co | +6 | 3,352 | $3,083,069 | |
| MS | Morgan Stanley | +6 | 2,329 | $383,283 | |
| IBM | International Business Machines Corp | +5 | 911 | $220,817 | |
| AMD | Advanced Micro Devices Inc | +4 | 1,104 | $224,586 | |
| ITW | Illinois Tool Works Inc | +4 | 1,618 | $421,149 | |
| JCI | Johnson Controls International plc | +4 | 8,126 | $1,064,099 | |
| ONB | Old National Bancorp /In/ | +4 | 13,522 | $298,836 | |
| NEE | Nextera Energy Inc | +4 | 6,419 | $596,196 | |
| CAT | Caterpillar Inc | +3 | 750 | $531,345 | |
| ABBV | AbbVie Inc. | +3 | 4,024 | $875,179 | |
| AFL | Aflac Inc | +3 | 5,450 | $597,919 | |
| RTX | RTX Corp | +3 | 2,266 | $437,111 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE Co | −147 | 2,720 | $392,876 | |
| AAPL | Apple Inc. | −120 | 16,955 | $4,303,009 | |
| GOOGL | Alphabet Inc. | −106 | 924 | $265,705 | |
| MCD | Mcdonalds Corp | −54 | 2,530 | $786,298 | |
| BRK-B | Berkshire Hathaway Inc | −29 | 7,298 | $3,497,201 | |
| APD | Air Products & Chemicals, Inc. | −12 | 1,145 | $332,611 | |
| MSFT | Microsoft Corp | −7 | 3,830 | $1,417,751 | |
| SPY | Spdr S&P 500 ETF Trust | −2 | 1,534 | $997,621 | |
| PAYX | Paychex Inc | −1 | 3,440 | $316,892 | |
| ADP | Automatic Data Processing Inc | −1 | 1,687 | $342,764 | |
| No positions match the current search. | |||||
63 positions ·
$43,166,630 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 63 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 16,955 | $4,303,009 | 9.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 7,298 | $3,497,201 | 8.10% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 3,352 | $3,083,069 | 7.14% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 15,683 | $1,949,083 | 4.52% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 7,583 | $1,853,588 | 4.29% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Added | 9,969 | $1,568,622 | 3.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,191 | $1,526,984 | 3.54% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,830 | $1,417,751 | 3.28% | |
| JCI |
Johnson Controls International plc
Industrials
|
Added | 8,126 | $1,064,099 | 2.47% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,534 | $997,621 | 2.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,626 | $963,457 | 2.23% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 4,024 | $875,179 | 2.03% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 2,530 | $786,298 | 1.82% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 2,219 | $705,952 | 1.64% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,009 | $699,169 | 1.62% | |
| GE |
General Electric Co
Industrials
|
Added | 2,209 | $626,847 | 1.45% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 1,231 | $610,280 | 1.41% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 5,450 | $597,919 | 1.39% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 6,419 | $596,196 | 1.38% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 3,601 | $575,079 | 1.33% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 1,638 | $565,355 | 1.31% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 946 | $541,234 | 1.25% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 750 | $531,345 | 1.23% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 1,846 | $529,802 | 1.23% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Held | 451 | $491,955 | 1.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 812 | $468,670 | 1.09% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,231 | $461,593 | 1.07% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 521 | $454,780 | 1.05% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 4,013 | $454,191 | 1.05% | |
| RTX |
RTX Corp
Industrials
|
Added | 2,266 | $437,111 | 1.01% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Added | 1,618 | $421,149 | 0.98% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 1,348 | $394,627 | 0.91% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,720 | $392,876 | 0.91% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 2,993 | $392,142 | 0.91% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 2,329 | $383,283 | 0.89% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 1,114 | $382,347 | 0.89% | |
| IAU |
Ishares Gold Trust
|
Held | 4,237 | $373,533 | 0.87% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 2,310 | $358,719 | 0.83% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 373 | $358,717 | 0.83% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 1,687 | $342,764 | 0.79% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 1,034 | $339,762 | 0.79% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 1,435 | $339,061 | 0.79% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 1,145 | $332,611 | 0.77% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 3,440 | $316,892 | 0.73% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 4,289 | $305,934 | 0.71% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 2,610 | $302,159 | 0.70% | |
| ONB |
Old National Bancorp /In/
Financial Services
|
Added | 13,522 | $298,836 | 0.69% | |
| BP |
Bp PLC
Energy
|
Held | 6,264 | $294,408 | 0.68% | |
| V |
Visa Inc.
Financial Services
|
Added | 966 | $291,963 | 0.68% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 3,568 | $276,841 | 0.64% |