Investments: HORAN Wealth, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
611.865.258 $+23.506.316 $
+3,1 %
597.954.330 $+597.954.330 $
BANK OF AMERICA CORP /DE/BAC375.905.477 $+16.926.771 $
+4,7 %
358.978.706 $+358.978.706 $
VICTORY CAPITAL MANAGEMENT INC30.802.018 $+1.903.711 $
+6,6 %
28.898.307 $+28.898.307 $
APPFOLIO INCAPPF27.887.034 $+1.969.969 $
+7,6 %
25.917.065 $+25.917.065 $
MICROSOFT CORPMSFT21.041.552 $-971.531 $
-4,4 %
22.013.083 $+22.013.083 $
ALPHA PRO TECH LTDAPT19.638.919 $+4.484.385 $
+29,6 %
15.154.534 $+15.154.534 $
PROCTER & GAMBLE CoPG13.618.535 $-209.659 $
-1,5 %
13.828.194 $+13.828.194 $
JPMORGAN CHASE & COJPM11.437.879 $+284.506 $
+2,6 %
11.153.373 $+11.153.373 $
NVIDIA CORPNVDA9.809.346 $+295.837 $
+3,1 %
9.513.509 $+9.513.509 $
Trane Technologies plcTT6.619.491 $-565.382 $
-7,9 %
7.184.873 $+7.184.873 $
BERKSHIRE HATHAWAY INCBRK-B6.948.734 $+342.298 $
+5,2 %
6.606.436 $+6.606.436 $
Walmart Inc.WMT5.833.435 $+502.432 $
+9,4 %
5.331.003 $+5.331.003 $
AbbVie Inc.ABBV5.636.177 $-1.764 $
-0,0 %
5.637.941 $+5.637.941 $
BlackRock, Inc.BLK1.801.456 $-3.493.859 $
-66,0 %
5.295.315 $+5.295.315 $
ASML HOLDING NVASML5.196.469 $+546.665 $
+11,8 %
4.649.804 $+4.649.804 $
Palo Alto Networks IncPANW4.634.893 $-431.639 $
-8,5 %
5.066.532 $+5.066.532 $
JOHNSON & JOHNSONJNJ5.035.811 $+388.295 $
+8,4 %
4.647.516 $+4.647.516 $
AMGEN INCAMGN4.934.405 $+728.997 $
+17,3 %
4.205.408 $+4.205.408 $
FISERV INCFISV4.917.262 $+4.917.262 $
AMAZON COM INCAMZN4.593.386 $+315.804 $
+7,4 %
4.277.582 $+4.277.582 $
GENUINE PARTS COGPC4.036.409 $-472.665 $
-10,5 %
4.509.074 $+4.509.074 $
NEXTERA ENERGY INCNEE4.003.080 $+267.031 $
+7,1 %
3.736.049 $+3.736.049 $
VERIZON COMMUNICATIONS INCVZ3.580.458 $-247.939 $
-6,5 %
3.828.397 $+3.828.397 $
Amcor plcAMCR3.649.272 $-27.326 $
-0,7 %
3.676.598 $+3.676.598 $
GENERAL ELECTRIC COGE3.023.989 $-42.476 $
-1,4 %
3.066.465 $+3.066.465 $
Shell plcSHEL2.955.854 $+66.199 $
+2,3 %
2.889.655 $+2.889.655 $
COMCAST CORPCMCSA2.359.780 $-400.775 $
-14,5 %
2.760.555 $+2.760.555 $
DOMINOS PIZZA INCDPZ2.341.894 $-174.263 $
-6,9 %
2.516.157 $+2.516.157 $
Eaton Corp plcETN1.627.629 $-284.089 $
-14,9 %
1.911.718 $+1.911.718 $
RTX CorpRTX1.675.090 $+157.044 $
+10,3 %
1.518.046 $+1.518.046 $
PRICE T ROWE GROUP INCTROW1.635.011 $+1.635.011 $
EXXON MOBIL CORPXOM1.613.648 $+127.550 $
+8,6 %
1.486.098 $+1.486.098 $
CINTAS CORPCTAS1.524.145 $+280.876 $
+22,6 %
1.243.269 $+1.243.269 $
DIAGEO PLCDEO892.368 $-530.434 $
-37,3 %
1.422.802 $+1.422.802 $
CHEVRON CORPCVX1.363.261 $-37.967 $
-2,7 %
1.401.228 $+1.401.228 $
TARGET CORPTGT1.344.663 $+1.344.663 $
LOCKHEED MARTIN CORPLMT1.261.388 $-48.016 $
-3,7 %
1.309.404 $+1.309.404 $
LCNB CORPLCNB1.288.275 $+160.403 $
+14,2 %
1.127.872 $+1.127.872 $
ISHARES GOLD TRUSTIAU1.273.152 $+131.754 $
+11,5 %
1.141.398 $+1.141.398 $
CSX CORPCSX1.055.637 $+12.495 $
+1,2 %
1.043.142 $+1.043.142 $
PEPSICO INCPEP985.212 $+14.584 $
+1,5 %
970.628 $+970.628 $
NORDSON CORPNDSN917.471 $+917.471 $
Duke Energy CORPDUK852.304 $-63.922 $
-7,0 %
916.226 $+916.226 $
ELI LILLY & CoLLY869.439 $+259.039 $
+42,4 %
610.400 $+610.400 $
CATERPILLAR INCCAT804.912 $+316.787 $
+64,9 %
488.125 $+488.125 $
CUMMINS INCCMI780.981 $+780.981 $
NETFLIX INCNFLX616.941 $-162.357 $
-20,8 %
779.298 $+779.298 $
FIFTH THIRD BANCORPFITB543.419 $+26.900 $
+5,2 %
516.519 $+516.519 $
MCDONALDS CORPMCD509.932 $+21.957 $
+4,5 %
487.975 $+487.975 $
AFLAC INCAFL493.459 $-6.399 $
-1,3 %
499.858 $+499.858 $
AMERICAN EXPRESS COAXP469.279 $+261.679 $
+126,0 %
207.600 $+207.600 $
Mastercard IncMA411.034 $-3.629 $
-0,9 %
414.663 $+414.663 $
BANK OF MONTREAL /CAN/BMO402.611 $+402.611 $
AT&T INC.T327.418 $-41.526 $
-11,3 %
368.944 $+368.944 $
STRYKER CORPSYK357.168 $+357.168 $
COLGATE PALMOLIVE COCL352.354 $+7.963 $
+2,3 %
344.391 $+344.391 $
CARPENTER TECHNOLOGY CORPCRS314.840 $+69.300 $
+28,2 %
245.540 $+245.540 $
Grayscale Bitcoin Mini Trust ETFBTC228.353 $-70.162 $
-23,5 %
298.515 $+298.515 $
SOUTHERN COSO254.040 $-30.775 $
-10,8 %
284.815 $+284.815 $
Otis Worldwide CorpOTIS270.399 $-12.446 $
-4,4 %
282.845 $+282.845 $
Walt Disney CoDIS265.677 $-11.437 $
-4,1 %
277.114 $+277.114 $
Bank of New York Mellon CorpBK245.531 $-25.453 $
-9,4 %
270.984 $+270.984 $
DEERE & CODE263.513 $+4.703 $
+1,8 %
258.810 $+258.810 $
US BANCORP \DE\USB251.189 $+251.189 $
KROGER COKR230.454 $-15.243 $
-6,2 %
245.697 $+245.697 $
COCA COLA COKO232.635 $+15.947 $
+7,4 %
216.688 $+216.688 $
UNITEDHEALTH GROUP INCUNH200.707 $-17.178 $
-7,9 %
217.885 $+217.885 $
EMERSON ELECTRIC COEMR212.092 $+3.778 $
+1,8 %
208.314 $+208.314 $
611.865.258 $+23.506.316 $
+3,1 %
597.954.330 $+597.954.330 $
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