Horan Capital Advisors, LLC. UITB — VICTORY PORTFOLIOS II

Ownership history in Horan Capital Advisors, LLC.  ·  5 quarters on record

AI Ownership Summary

Horan Capital Advisors, LLC. reported VICTORY PORTFOLIOS II (UITB) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q1. Peak portfolio weight reached 5.37% in 2025 Q1. The latest visible filing shows UITB at 5.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UITB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Horan Capital Advisors, LLC.'s position in VICTORY PORTFOLIOS II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

UITB was reported at 5.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.37% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UITB stock page Horan Capital Advisors, LLC. fund profile Horan Capital Advisors, LLC. full holdings
How Horan Capital Advisors, LLC. held UITB — position size vs. price
% of Fund (quarterly)    UITB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED — — — 339,420 +4,189 +1.2% 5.37% $15.9M 2025-05-15 (Est.) $44.41
2024 Q4 ADDED — — — 335,231 +122,584 +57.6% 5.19% $15.4M 2025-02-06 $44.02
2024 Q3 ADDED — — — 212,647 +11,095 +5.5% 3.39% $10.2M 2024-11-08 $43.87
2024 Q2 ADDED — — — 201,552 +3,111 +1.6% 3.26% $9.3M 2024-08-06 $44.03
2024 Q1 INITIATED — — — 198,441 — — 3.27% $9.2M 2024-05-01 $41.69

🏢 Other funds also holding UITB

As of 2026 Q1 — sorted by position size

NORTHEAST PLANNING ASSOCIATES, INC. / NH / 13.63% Alliance Wealth Advisors, LLC 3Y 11.94% Oath Planning, LLC 11.39% Cyr Financial Inc. 7.72% Blue Water Asset Management 7.13% LeClair Wealth Partners LLC 7.13% PLANNING DIRECTIONS INC 3Y 7Y 7.11% Envision Financial LLC 6.94% Fjell Capital, LLC 6.26% Newman Dignan & Sheerar, Inc. 3Y 7Y 4.69%

FAQ About Horan Capital Advisors, LLC. and UITB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Horan Capital Advisors, LLC. reported owning UITB?

Horan Capital Advisors, LLC. reported UITB across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q1.

What was the largest reported UITB position in Horan Capital Advisors, LLC.'s portfolio?

The largest reported portfolio weight for UITB was 5.37% in 2025 Q1.

What is the latest reported UITB position on this page?

The most recent filing on this page is 2025 Q1, when Horan Capital Advisors, LLC. reported 339,420 shares, equal to 5.37% of portfolio, with an estimated market value of $15.9M.

What does the chart on this UITB ownership page compare?

The chart compares Horan Capital Advisors, LLC.'s quarterly UITB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Horan Capital Advisors, LLC. time their UITB position?

Based on 13F filing dates vs. subsequent UITB price moves, Horan Capital Advisors, LLC. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on UITB relative to SPY over the holding period was -10.5%.

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