Hurlow Wealth Management Group, Inc.
Top Portfolio Positions
64 positions ·
$43,640,660 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
16,955 | $4,303,009 | 9.86% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
7,298 | $3,497,201 | 8.01% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,352 | $3,083,069 | 7.06% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
15,683 | $1,949,083 | 4.47% | |
| JNJ |
Johnson & Johnson
Healthcare
|
7,583 | $1,853,588 | 4.25% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
9,969 | $1,568,622 | 3.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,191 | $1,526,984 | 3.50% | |
| MSFT |
Microsoft Corp
Technology
|
3,830 | $1,417,751 | 3.25% | |
| JCI |
Johnson Controls International plc
Industrials
|
8,126 | $1,064,099 | 2.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,534 | $997,621 | 2.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HURA
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $23,803 | 31,444 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $77,981 | 31,444 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $70,120 | 31,444 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $101,564 | 31,444 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $169,505 | 41,444 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||