Horan Capital Advisors as of March 31, 2024
Portfolio Holdings for Horan Capital Advisors
Horan Capital Advisors holds 114 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core S&p Mcp Etf (IJH) | 7.7 | $22M | 359k | 60.74 | |
Microsoft Corporation (MSFT) | 5.6 | $16M | 38k | 420.73 | |
Apple (AAPL) | 5.0 | $14M | 82k | 171.48 | |
Victory Portfolios Ii Core Intermediat (UITB) | 3.3 | $9.2M | 198k | 46.38 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.2 | $9.1M | 149k | 61.05 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $8.3M | 55k | 150.93 | |
Broadcom (AVGO) | 2.9 | $8.0M | 6.1k | 1325.40 | |
JPMorgan Chase & Co. (JPM) | 2.5 | $7.0M | 35k | 200.30 | |
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 2.5 | $6.9M | 121k | 57.03 | |
Qualcomm (QCOM) | 2.2 | $6.1M | 36k | 169.30 | |
Trane Technologies SHS (TT) | 2.0 | $5.7M | 19k | 300.21 | |
Williams Companies (WMB) | 2.0 | $5.7M | 145k | 38.97 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $5.4M | 13k | 420.52 | |
Merck & Co (MRK) | 1.9 | $5.3M | 41k | 131.95 | |
Home Depot (HD) | 1.7 | $4.8M | 13k | 383.59 | |
Wal-Mart Stores (WMT) | 1.7 | $4.8M | 79k | 60.17 | |
Fiserv (FI) | 1.6 | $4.5M | 28k | 159.82 | |
Procter & Gamble Company (PG) | 1.6 | $4.5M | 28k | 162.25 | |
TJX Companies (TJX) | 1.5 | $4.4M | 43k | 101.42 | |
Illinois Tool Works (ITW) | 1.5 | $4.2M | 16k | 268.32 | |
Thermo Fisher Scientific (TMO) | 1.5 | $4.1M | 7.1k | 581.22 | |
Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $4.1M | 12k | 346.62 | |
Comcast Corp Cl A (CMCSA) | 1.4 | $3.8M | 88k | 43.35 | |
Verizon Communications (VZ) | 1.3 | $3.8M | 90k | 41.96 | |
Amgen (AMGN) | 1.3 | $3.8M | 13k | 284.31 | |
Abbott Laboratories (ABT) | 1.3 | $3.7M | 32k | 113.66 | |
Automatic Data Processing (ADP) | 1.3 | $3.6M | 14k | 249.74 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $3.5M | 6.7k | 523.06 | |
United Parcel Service CL B (UPS) | 1.2 | $3.4M | 23k | 148.63 | |
Crown Castle Intl (CCI) | 1.2 | $3.3M | 31k | 105.83 | |
Abbvie (ABBV) | 1.2 | $3.3M | 18k | 182.10 | |
Northrop Grumman Corporation (NOC) | 1.1 | $3.2M | 6.7k | 478.67 | |
Visa Com Cl A (V) | 1.1 | $3.1M | 11k | 279.07 | |
CVS Caremark Corporation (CVS) | 1.1 | $3.1M | 39k | 79.76 | |
Charles Schwab Corporation (SCHW) | 1.1 | $3.1M | 43k | 72.34 | |
BorgWarner (BWA) | 1.1 | $3.1M | 88k | 34.74 | |
Nextera Energy (NEE) | 1.1 | $3.0M | 47k | 63.91 | |
Target Corporation (TGT) | 1.0 | $2.9M | 16k | 177.21 | |
Johnson & Johnson (JNJ) | 1.0 | $2.9M | 18k | 158.19 | |
Citizens Financial (CFG) | 1.0 | $2.8M | 77k | 36.29 | |
EOG Resources (EOG) | 1.0 | $2.7M | 21k | 127.84 | |
Shell Spon Ads (SHEL) | 0.9 | $2.6M | 39k | 67.04 | |
Air Products & Chemicals (APD) | 0.9 | $2.6M | 11k | 242.27 | |
Diageo Spon Adr New (DEO) | 0.9 | $2.4M | 16k | 148.74 | |
Adobe Systems Incorporated (ADBE) | 0.9 | $2.4M | 4.8k | 504.60 | |
T. Rowe Price (TROW) | 0.8 | $2.4M | 19k | 121.92 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $2.2M | 4.6k | 480.70 | |
Keurig Dr Pepper (KDP) | 0.8 | $2.1M | 70k | 30.67 | |
Paypal Holdings (PYPL) | 0.7 | $2.0M | 31k | 66.99 | |
Palo Alto Networks (PANW) | 0.7 | $1.8M | 6.5k | 284.13 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $1.7M | 45k | 39.02 | |
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.6 | $1.6M | 46k | 35.80 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.6 | $1.6M | 21k | 77.31 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.4M | 2.6k | 525.75 | |
Us Bancorp Del Com New (USB) | 0.5 | $1.3M | 30k | 44.70 | |
Wp Carey (WPC) | 0.5 | $1.3M | 23k | 56.44 | |
Amazon (AMZN) | 0.4 | $1.2M | 6.9k | 180.38 | |
Hillenbrand (HI) | 0.4 | $1.1M | 22k | 50.29 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $873k | 17k | 50.45 | |
Pepsi (PEP) | 0.3 | $793k | 4.5k | 175.03 | |
Exxon Mobil Corporation (XOM) | 0.3 | $768k | 6.6k | 116.24 | |
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.3 | $755k | 21k | 36.60 | |
Chevron Corporation (CVX) | 0.2 | $652k | 4.1k | 157.75 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $641k | 5.8k | 110.52 | |
Ishares Msci Emrg Chn (EMXC) | 0.2 | $640k | 11k | 57.57 | |
Ishares Gold Tr Ishares New (IAU) | 0.2 | $634k | 15k | 42.01 | |
Lowe's Companies (LOW) | 0.2 | $621k | 2.4k | 254.73 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $611k | 4.0k | 152.26 | |
Eli Lilly & Co. (LLY) | 0.2 | $584k | 750.00 | 777.96 | |
AFLAC Incorporated (AFL) | 0.2 | $580k | 6.8k | 85.86 | |
Cincinnati Financial Corporation (CINF) | 0.2 | $568k | 4.6k | 124.17 | |
Cigna Corp (CI) | 0.2 | $554k | 1.5k | 363.19 | |
Costco Wholesale Corporation (COST) | 0.2 | $544k | 743.00 | 732.63 | |
UnitedHealth (UNH) | 0.2 | $522k | 1.1k | 494.70 | |
Walt Disney Company (DIS) | 0.2 | $512k | 4.2k | 122.36 | |
Norfolk Southern (NSC) | 0.2 | $498k | 2.0k | 254.87 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $449k | 4.3k | 103.79 | |
Waste Management (WM) | 0.2 | $438k | 2.1k | 213.15 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $437k | 5.5k | 79.86 | |
Ishares Tr National Mun Etf (MUB) | 0.2 | $431k | 4.0k | 107.60 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $427k | 5.3k | 80.51 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $426k | 2.6k | 164.35 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $402k | 1.2k | 344.13 | |
Netflix (NFLX) | 0.1 | $401k | 660.00 | 607.33 | |
Cintas Corporation (CTAS) | 0.1 | $395k | 575.00 | 687.03 | |
Cisco Systems (CSCO) | 0.1 | $394k | 7.9k | 49.91 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $393k | 16k | 25.25 | |
Hartford Financial Services (HIG) | 0.1 | $358k | 3.5k | 103.05 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $356k | 739.00 | 481.57 | |
Caterpillar (CAT) | 0.1 | $345k | 941.00 | 366.43 | |
Honeywell International (HON) | 0.1 | $341k | 1.7k | 205.25 | |
Hershey Company (HSY) | 0.1 | $324k | 1.7k | 194.50 | |
Coca-Cola Company (KO) | 0.1 | $320k | 5.2k | 61.18 | |
Thomson Reuters Corp. (TRI) | 0.1 | $313k | 2.0k | 155.83 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $286k | 5.7k | 50.17 | |
Raytheon Technologies Corp (RTX) | 0.1 | $281k | 2.9k | 97.53 | |
Starbucks Corporation (SBUX) | 0.1 | $280k | 3.1k | 91.39 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $278k | 625.00 | 444.01 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $277k | 3.2k | 86.48 | |
Zimmer Holdings (ZBH) | 0.1 | $274k | 2.1k | 131.98 | |
Eaton Corp SHS (ETN) | 0.1 | $274k | 875.00 | 312.68 | |
Union Pacific Corporation (UNP) | 0.1 | $270k | 1.1k | 245.93 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $264k | 1.3k | 210.30 | |
Becton, Dickinson and (BDX) | 0.1 | $257k | 1.0k | 247.45 | |
MDU Resources (MDU) | 0.1 | $252k | 10k | 25.20 | |
TransDigm Group Incorporated (TDG) | 0.1 | $246k | 200.00 | 1231.60 | |
Deere & Company (DE) | 0.1 | $233k | 566.00 | 410.74 | |
Oaktree Specialty Lending Corp (OCSL) | 0.1 | $231k | 12k | 19.66 | |
Intel Corporation (INTC) | 0.1 | $216k | 4.9k | 44.17 | |
McDonald's Corporation (MCD) | 0.1 | $214k | 760.00 | 281.97 | |
Duke Energy Corp Com New (DUK) | 0.1 | $204k | 2.1k | 96.71 | |
Knife River Corp Common Stock (KNF) | 0.1 | $203k | 2.5k | 81.08 | |
Goldman Sachs (GS) | 0.1 | $202k | 483.00 | 417.69 | |
Pfizer (PFE) | 0.1 | $200k | 7.2k | 27.75 |