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CIK: 0001671623
Total reported value
$284.2M
$284.2M
135 檔
65.8%
During the Q1 2025 filing period, Horan Securities, Inc. (CIK: 0001671623) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $284.2M across 135 reported positions.
In Q1 2025, Horan Securities, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 47.75% | — | +3.05% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.05% | — | +3.31% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.79% | — | +3.05% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.30% | — | +39.44% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.84% | — | -5.21% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.11% | — | -0.01% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | — | -6.19% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | — | -1.71% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.66% | — | +0.06% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | — | +0.26% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.55% | — | +93.02% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | — | +0.96% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.49% | — | +55.70% | |
| 14 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.48% | — | +11.88% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | — | -6.68% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | — | +0.33% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | — | -3.86% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.42% | — | +265.65% | |
| 19 | LCNB | Lcnb Corporation | Stock-Other | 0.42% | — | +0.00% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.42% | — | -0.80% | |
| 21 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.40% | — | -4.41% | |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.40% | — | +4.78% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | — | +0.22% | |
| 24 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.38% | — | -0.49% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.37% | — | +8.31% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.37% | — | +21.82% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.37% | — | -0.87% | |
| 28 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.37% | — | -0.78% | |
| 29 | GE | General Electric | Stock-Industrials | 0.36% | — | +0.59% | |
| 30 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.36% | — | -0.93% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | — | -3.54% | |
| 32 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.34% | — | -5.82% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | — | -9.40% | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.33% | — | +2.34% | |
| 35 | CSX | Csx CORP | Stock-Industrials | 0.32% | — | — | |
| 36 | CTAS | Cintas CORP | Stock-Industrials | 0.31% | — | +4.07% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | — | -1.06% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | — | +110.43% | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.29% | — | -0.45% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.29% | — | +0.07% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.27% | — | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.26% | — | +0.36% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.26% | — | -0.32% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | — | -17.80% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | — | -16.84% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.25% | — | -0.06% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.24% | — | +0.28% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | — | -20.84% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.24% | — | — | |
| 50 | ET | Energy Transfer LP | Stock-Energy | 0.23% | — | +1.66% |
According to official SEC Form 13F filings, Horan Securities, Inc. reported a total U.S. public equity portfolio value of $284.2M across 135 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJR, IJH) accounted for 65.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $126.2M
During Q1 2025, Horan Securities, Inc.'s top holdings by market value included IVV (47.8%)、IJR (9.1%)、IJH (7.8%). The largest single position, IVV, represented 47.8% of total portfolio value.
In Q1 2025, Horan Securities, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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