Institutional Manager · CIK 0001747749
Hurlow Wealth Management Group, Inc.
Bloomington, IN · File #028-19002
Latest AUM
$408.5M
Positions
120
Top-10 Concentration
66.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025120 pos · $408.5M
- 13F HOLDINGS REPORTQ/E Sep 2025119 pos · $386.1M
- 13F HOLDINGS REPORTQ/E Jun 2025127 pos · $354.0M
- 13F HOLDINGS REPORTQ/E Mar 2025120 pos · $319.9M
- 13F HOLDINGS REPORTQ/E Dec 2024121 pos · $320.2M
- 13F HOLDINGS REPORTQ/E Sep 2024118 pos · $320.6M
- 13F HOLDINGS REPORTQ/E Jun 2024116 pos · $291.3M
- 13F HOLDINGS REPORTQ/E Mar 2024115 pos · $283.3M
- 13F HOLDINGS REPORTQ/E Dec 2023105 pos · $229.8M
- 13F HOLDINGS REPORTQ/E Sep 2023108 pos · $234.0M
- 13F HOLDINGS REPORTQ/E Jun 2023102 pos · $216.2M
- 13F HOLDINGS REPORTQ/E Mar 202396 pos · $192.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC COM | 922908637 | 179,130 | $56.4M | 14.66% |
| 2 | GLOBAL PMTS INC COM | 25434V401 | 619,659 | $46.0M | 11.95% |
| 3 | ROLLINS INC COM | 25434V500 | 448,766 | $31.3M | 8.13% |
| 4 | PRUDENTIAL FINL INC COM | 921943858 | 446,032 | $27.9M | 7.24% |
| 5 | HEWLETT PACKARD ENTERPRISE CO COM | 25434V799 | 710,093 | $24.5M | 6.36% |
| 6 | SEALED AIR CORP NEW COM | 922908751 | 87,449 | $22.6M | 5.86% |
| 7 | WYNN RESORTS LTD COM | 922908736 | 25,676 | $12.5M | 3.26% |
| 8 | ULTA BEAUTY INC COM | 922908553 | 133,952 | $11.9M | 3.08% |
| 9 | ARCHROCK INC COM | 922042858 | 215,362 | $11.6M | 3.01% |
| 10 | RADNET INC COM | 921946885 | 167,881 | $11.3M | 2.94% |
| 11 | INVESCO QQQ TRUST SERIES I | 92206C870 | 123,288 | $10.3M | 2.68% |
| 12 | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 25434V880 | 298,965 | $9.8M | 2.54% |
| 13 | STARBUCKS CORP COM | 25434V732 | 293,189 | $9.7M | 2.52% |
| 14 | SEMPRA COM | 92206C409 | 119,697 | $9.5M | 2.48% |
| 15 | PUBLIC SVC ENTERPRISE GRP INC COM | 921937819 | 111,834 | $8.7M | 2.26% |
| 16 | OLD REP INTL CORP COM | 922907746 | 146,019 | $7.3M | 1.91% |
| 17 | ATI INC COM | 25434V203 | 175,291 | $6.7M | 1.74% |
| 18 | LOUISIANA PAC CORP COM | 922908769 | 17,682 | $5.9M | 1.54% |
| 19 | BLOCK INC CL A | 921908844 | 26,691 | $5.9M | 1.53% |
| 20 | HECLA MNG CO COM | 78468R606 | 214,695 | $5.1M | 1.32% |