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Showing Q1 2025 data
Horan Capital Advisors, LLC.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Horan Capital Advisors, LLC.
•CIK: 1584086•Filing: Q1 2025
**Horan Capital Advisors, LLC.** manages $297M across a diversified portfolio of 118 positions. The fund exhibits significant concentration in technology and financial sectors, highlighted by top holdings including IJH at $21.2M and AAPL at $17.8M. Notable allocations also include UITB ($15.9M), MSFT ($13.9M), and SCHB ($10.2M). This structure suggests a tactical, large-cap growth orientation within its current mandate.
Total AUM
$296.6M
QoQ Performance
-0.1%
Positions
100
Top 10 Concentration
40.1%
Latest Filing
Q1 2025
Top Holdings Allocation
IJH
AAPL
UITB
IJH7.1%
AAPL6.0%
UITB5.4%
MSFT4.7%
SCHB3.4%
USTB3.1%
AVGO2.7%
GOOGL2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.1%
Technology20.2%
Healthcare7.6%
Financial7.2%
Consumer4.7%
ETF2.8%
Energy2.0%
Communication1.4%
🚪 Exited Positionssold since Q4 2024
Changes from Q4 2024
NEW10 new positions
↑40 increased
↓39 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023