HORAN Wealth, LLC
Top Portfolio Positions
108 positions ·
$414,647,614 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
87,978 | $32,566,816 | 7.85% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
188,542 | $27,233,006 | 6.57% | |
| AAPL |
Apple Inc.
Technology
|
102,417 | $25,992,410 | 6.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
54,617 | $15,705,664 | 3.79% | |
| AVGO |
Broadcom Inc.
Technology
|
49,666 | $15,372,123 | 3.71% | |
| WMB |
Williams Companies, Inc.
Energy
|
194,418 | $14,149,742 | 3.41% | |
| JNJ |
Johnson & Johnson
Healthcare
|
49,344 | $12,061,646 | 2.91% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
70,658 | $11,284,082 | 2.72% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
35,452 | $10,428,560 | 2.52% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
81,544 | $10,134,288 | 2.44% |
Portfolio Trend
4 quarters · across all stocks
Holdings in LCNB
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,225,389 | 78,601 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,288,270 | 78,601 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,127,877 | 75,242 | Shares | Sole | 2025-11-05 | |
| No 13F history on record for this holder in this stock. | ||||||