Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

HORAN CAPITAL MANAGEMENT 13F Holdings -- Portfolio & Top Positions (2020-12-31)

Name: HORAN CAPITAL MANAGEMENT 13F Holdings (2020-12-31)
Creator: ko.io

HORAN CAPITAL MANAGEMENT (CIK 1269134) reported $794.3M across 35 reported positions in its SEC 13F filing for 2020-12-31. Largest positions: AMZN ($67.4M, 8.48%), AAPL ($55.2M, 6.95%), GOOG ($53.8M, 6.78%), MSFT ($52.8M, 6.65%), V ($49.8M, 6.27%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	AMZN	AMZN	$67.4M	8.48%	20,681	Trimmed
2	AAPL	AAPL	$55.2M	6.95%	416,063	Trimmed
3	GOOG	GOOG	$53.8M	6.78%	30,722	Trimmed
4	MSFT	MSFT	$52.8M	6.65%	237,382	Added
5	V	V	$49.8M	6.27%	227,794	Added
6	META	FB	$48.6M	6.12%	177,838	Trimmed
7	BKNG	BKNG	$47.0M	5.92%	21,104	Added
8	SBUX	SBUX	$42.8M	5.39%	399,876	Trimmed
9	BRK/B	BRKB	$37.0M	4.65%	159,452	Trimmed
10	TJX	TJX	$34.9M	4.39%	511,097	Trimmed
11	ADSK	ADSK	$32.2M	4.06%	105,616	Trimmed
12	MTN	MTN	$29.4M	3.70%	105,439	Trimmed
13	SPGI	SPGI	$24.6M	3.10%	74,905	Added
14	ATVI	ATVI	$22.4M	2.83%	241,770	Added
15	MA	MA	$21.1M	2.66%	59,115	New
16	ROP	ROP	$21.0M	2.65%	48,782	Added
17	ISTB	ISTB	$18.8M	2.37%	364,609	Added
18	SCHZ	SCHZ	$18.0M	2.26%	320,460	Trimmed
19	DPZ	DPZ	$16.4M	2.06%	42,706	Added
20	BR	BR	$15.6M	1.96%	101,545	Trimmed
21	FICO	FICO	$10.9M	1.37%	21,301	Added
22	ACN	ACN	$10.8M	1.35%	41,200	Added
23	SCHP	SCHP	$10.4M	1.31%	167,719	Trimmed
24	TTWO	TTWO	$9.9M	1.25%	47,846	New
25	DISCK	DISCK	$9.7M	1.22%	370,325	Trimmed

Source: SEC Form 13F filings · as of 2020-12-31