🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Horan Capital Advisors, Llc. 13F Filings, Portfolio & Analysis

CIK: 0001584086
Cincinnati 4990 East Galbraith Road
Zip Code: 45236
Latest Portfolio Value
$296.61 M
-0.12%
Total Holdings
118
6
Latest Report Date
Q1 2025
Top 10 Concentration
40.15%

Horan Capital Advisors, Llc. — Portfolio Overview & Company Profile

Horan Capital Advisors, Llc. (CIK: 0001584086) is a financial institution headquartered at 4990 East Galbraith Road, , Cincinnati, Ohio 45236. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-03-31), the institution manages a portfolio valued at $296.61 M, comprising 118 distinct securities. Over its filing history, it has submitted 54 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2025 — Top-10 concentration: 40.2%. Quarterly turnover: 3.5%. ▲ 10 new, +40 added, −39 reduced, ×4 exited.

Portfolio Summary (Q1 2025)

Asset Allocation

Stocks/ETFs
-0.12%
$296.61 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2025)

Name Shares Market Value Weight Change Activity
362,514 $21.15 M 7.13% ▲ 3,654 Add 1.0%
80,257 $17.83 M 6.01% ▲ 2,049 Add 2.6%
339,420 $15.93 M 5.37% ▲ 4,189 Add 1.3%
36,942 $13.87 M 4.68% ▲ 409 Add 1.1%
472,306 $10.17 M 3.43% ▲ 7,081 Add 1.5%
184,102 $9.32 M 3.14% ▲ 15,079 Add 8.9%
48,293 $8.09 M 2.73% ▼ 158 Reduce -0.3%
51,691 $7.99 M 2.69% ▲ 135 Add 0.3%
30,872 $7.57 M 2.55% ▼ 640 Reduce -2.0%
261,153 $7.15 M 2.41% ▲ 3,552 Add 1.4%

Historical Portfolio Charts