Horan Capital Advisors, LLC. 13F 持仓 · 最近申报 2025年Q1
Horan Capital Advisors 在 2025年Q1(报告期截至 2025-03-31)的 SEC 13F 申报中报告了 118 只证券,申报市值合计 2.97 亿美元。前几大持仓:IJH(7.13%)、AAPL(6.01%)、UITB(5.37%)。本季前 25 大持仓中:新建仓 1 只、增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | $21.2M | 7.13% | 362,514 | 增持 |
| 2 | AAPL | APPLE INC | $17.8M | 6.01% | 80,257 | 增持 |
| 3 | UITB | VICTORY PORTFOLIOS II | $15.9M | 5.37% | 339,420 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $13.9M | 4.68% | 36,942 | 增持 |
| 5 | SCHB | SCHWAB STRATEGIC TR | $10.2M | 3.43% | 472,306 | 增持 |
| 6 | USTB | VICTORY PORTFOLIOS II | $9.3M | 3.14% | 184,102 | 增持 |
| 7 | AVGO | BROADCOM INC | $8.1M | 2.73% | 48,293 | 减持 |
| 8 | GOOGL | ALPHABET INC | $8.0M | 2.69% | 51,691 | 增持 |
| 9 | JPM | JPMORGAN CHASE & CO. | $7.6M | 2.55% | 30,872 | 减持 |
| 10 | FNDA | SCHWAB STRATEGIC TR | $7.2M | 2.41% | 261,153 | 增持 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.0M | 2.04% | 11,336 | 减持 |
| 12 | TT | TRANE TECHNOLOGIES PLC | $5.5M | 1.87% | 16,427 | 减持 |
| 13 | WMB | WILLIAMS COS INC | $5.5M | 1.87% | 92,845 | 减持 |
| 14 | QCOM | QUALCOMM INC | $5.4M | 1.81% | 35,005 | 减持 |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $5.2M | 1.75% | 65,573 | 增持 |
| 16 | FISV | FISERV INC | $5.1M | 1.72% | 23,075 | 减持 |
| 17 | TJX | TJX COS INC NEW | $4.9M | 1.66% | 40,477 | 减持 |
| 18 | WMT | WALMART INC | $4.8M | 1.61% | 54,463 | 减持 |
| 19 | ABT | ABBOTT LABS | $4.3M | 1.44% | 32,202 | 减持 |
| 20 | ADP | AUTOMATIC DATA PROCESSING IN | $4.2M | 1.42% | 13,770 | 减持 |
| 21 | AMGN | AMGEN INC | $4.1M | 1.39% | 13,212 | 减持 |
| 22 | PG | PROCTER AND GAMBLE CO | $4.1M | 1.39% | 24,254 | 增持 |
| 23 | HD | HOME DEPOT INC | $4.0M | 1.33% | 10,804 | 减持 |
| 24 | SPY | SPDR S&P 500 ETF TR | $3.9M | 1.32% | 6,987 | 持平 |
| 25 | GPC | GENUINE PARTS CO | $3.6M | 1.21% | 30,162 | 新建仓 |
来源:SEC 13F 申报文件 · 截至 2025-03-31
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR