Holders — by stockHoldings — by fund
Moran Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1965334
$3.31B
disclosed book value
491
positions
2%
largest position share
Positions, as of 2026-06-30
top 100 of 491 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AVGOBroadcom Inc | 174,797 | $66.0M | 2% |
| 2 | NVDANvidia Corporation | 313,984 | $62.8M | 1.9% |
| 3 | PHParker-Hannifin Corp | 58,956 | $57.7M | 1.7% |
| 4 | Trane Technologies Plc | 109,513 | $53.8M | 1.6% |
| 5 | LRCXLam Research Corp New | 118,675 | $51.4M | 1.6% |
| 6 | TSMTaiwan Semiconductor Mfg Ltd S | 103,313 | $49.3M | 1.5% |
| 7 | RSPInvesco S&P 500 Equal Weight E | 207,812 | $44.2M | 1.3% |
| 8 | CATCaterpillar Inc | 39,277 | $41.8M | 1.3% |
| 9 | HWMHowmet Aerospace Inc | 148,919 | $40.0M | 1.2% |
| 10 | WSMWilliams Sonoma Inc | 162,177 | $37.8M | 1.1% |
| 11 | MSFTMicrosoft Corp | 97,043 | $36.2M | 1.1% |
| 12 | CDNSCadence Design System Inc | 94,960 | $35.6M | 1.1% |
| 13 | EOGEog Resources Inc | 272,856 | $35.4M | 1.1% |
| 14 | AMATApplied Materials Inc | 46,459 | $33.6M | 1% |
| 15 | APHAmphenol Corp Cl A | 186,732 | $32.9M | 1% |
| 16 | NTAPNetapp Inc | 209,544 | $32.4M | 1% |
| 17 | AMPAmeriprise Financial Inc | 68,051 | $31.2M | 0.9% |
| 18 | TXNTexas Instruments Inc | 101,280 | $30.2M | 0.9% |
| 19 | GOOGLAlphabet Inc Cap Stock Cl A | 84,341 | $30.1M | 0.9% |
| 20 | ZTSZoetis Inc Cl A | 410,762 | $29.5M | 0.9% |
| 21 | ANETArista Networks Inc | 172,638 | $29.3M | 0.9% |
| 22 | KLACKla Corp New | 95,358 | $28.8M | 0.9% |
| 23 | JPMJpmorgan Chase & Co | 86,958 | $28.5M | 0.9% |
| 24 | MUMicron Technology Inc | 23,844 | $27.5M | 0.8% |
| 25 | VVisa Inc Cl A | 79,975 | $27.4M | 0.8% |
| 26 | MRKMerck & Co Inc | 212,218 | $27.3M | 0.8% |
| 27 | CSCOCisco Systems Inc | 230,491 | $27.1M | 0.8% |
| 28 | GOOGAlphabet Inc Cap Stock Cl C | 73,884 | $26.1M | 0.8% |
| 29 | Linde Plc | 49,064 | $25.5M | 0.8% |
| 30 | LLYLilly Eli & Co | 20,903 | $25.1M | 0.8% |
| 31 | FDXFedex Corp | 78,564 | $24.6M | 0.7% |
| 32 | MRVLMarvell Technology Inc | 82,156 | $24.5M | 0.7% |
| 33 | AMZNAmazon.Com Inc | 99,103 | $23.6M | 0.7% |
| 34 | PANWPalo Alto Networks Inc | 66,727 | $22.8M | 0.7% |
| 35 | PWRQuanta Services Inc | 31,445 | $22.6M | 0.7% |
| 36 | JNJJohnson & Johnson | 88,810 | $22.6M | 0.7% |
| 37 | Eaton Corp Plc | 52,751 | $22.5M | 0.7% |
| 38 | DGXQuest Diagnostics Inc | 104,495 | $22.1M | 0.7% |
| 39 | METAMeta Platforms Inc Cl A | 39,135 | $22.0M | 0.7% |
| 40 | CASYCaseys General Stores Inc | 26,979 | $21.4M | 0.6% |
| 41 | WMTWal-Mart Inc | 186,379 | $21.1M | 0.6% |
| 42 | FIXComfort Systems Usa Inc | 10,601 | $21.0M | 0.6% |
| 43 | IRMIron Mountain Inc | 163,458 | $20.6M | 0.6% |
| 44 | PHMPulte Group Inc | 148,626 | $20.4M | 0.6% |
| 45 | RSGRepublic Services Inc | 94,384 | $20.1M | 0.6% |
| 46 | Flex Ltd | 122,370 | $19.8M | 0.6% |
| 47 | PGProcter And Gamble Co | 129,812 | $19.0M | 0.6% |
| 48 | AXPAmerican Express Co | 55,870 | $18.9M | 0.6% |
| 49 | AAPLApple Inc | 64,463 | $18.7M | 0.6% |
| 50 | PAGPenske Automotive Group Inc | 103,649 | $18.5M | 0.6% |
| 51 | MSIMotorola Solutions Inc New | 44,007 | $18.3M | 0.6% |
| 52 | MPWRMONOLITHIC POWER SYSTEMSINC | 13,126 | $18.1M | 0.5% |
| 53 | DRIDarden Restaurants Inc | 83,994 | $17.3M | 0.5% |
| 54 | HDHome Depot Inc | 49,050 | $17.3M | 0.5% |
| 55 | MCKMckesson Corp | 22,845 | $17.3M | 0.5% |
| 56 | EMEEmcor Group Inc | 20,727 | $17.2M | 0.5% |
| 57 | LMTLockheed Martin Corp | 33,732 | $17.2M | 0.5% |
| 58 | Garmin Ltd | 71,097 | $16.9M | 0.5% |
| 59 | AMDAdvanced Micro Devices Inc | 28,899 | $16.8M | 0.5% |
| 60 | TAt&T Inc | 808,820 | $16.7M | 0.5% |
| 61 | CMECme Group Inc | 75,663 | $16.7M | 0.5% |
| 62 | BRK/BBerkshire Hathaway Inc Cl B Ne | 32,987 | $16.5M | 0.5% |
| 63 | CORCencora Inc Com | 56,374 | $16.0M | 0.5% |
| 64 | BXBlackstone Inc | 133,642 | $15.7M | 0.5% |
| 65 | VYMIVanguard International High Di | 158,397 | $15.6M | 0.5% |
| 66 | WABWestinghouse Air Brake Technol | 57,425 | $15.5M | 0.5% |
| 67 | AMGAffiliated Managers Group Inc | 45,453 | $15.4M | 0.5% |
| 68 | EXEExpand Energy Corporation Com | 167,650 | $15.3M | 0.5% |
| 69 | MNSTMonster Beverage Corp | 156,549 | $15.0M | 0.5% |
| 70 | FTNTFortinet Inc | 97,816 | $15.0M | 0.5% |
| 71 | TOLToll Brothers Inc | 89,996 | $14.8M | 0.4% |
| 72 | IQVIqvia Holdings Inc | 75,946 | $14.7M | 0.4% |
| 73 | MTZMastec Inc | 35,124 | $14.6M | 0.4% |
| 74 | COSTCostco Wholesale Corp | 15,595 | $14.6M | 0.4% |
| 75 | MAMastercard Incorporated Cl A | 28,386 | $14.6M | 0.4% |
| 76 | CVXChevron Corp | 87,652 | $14.5M | 0.4% |
| 77 | ELVElevance Health Inc | 37,323 | $14.4M | 0.4% |
| 78 | TROWPrice T Rowe Group Inc | 124,645 | $14.2M | 0.4% |
| 79 | EWIIshares Msci Italy Etf | 238,984 | $14.2M | 0.4% |
| 80 | SFSTIFEL FINANCIAL CORP | 202,225 | $14.1M | 0.4% |
| 81 | SBACSba Communications Corp Cl A | 79,284 | $14.0M | 0.4% |
| 82 | SNASnap On Inc | 34,673 | $14.0M | 0.4% |
| 83 | NOBLProShares S&P 500 Dividend Ari | 246,492 | $13.8M | 0.4% |
| 84 | KRKroger Co | 248,010 | $13.8M | 0.4% |
| 85 | JBLJabil Inc | 35,639 | $13.7M | 0.4% |
| 86 | PCARPaccar Inc | 114,192 | $13.7M | 0.4% |
| 87 | IBKRINTERACTIVE BROKERS GRP | 157,379 | $13.7M | 0.4% |
| 88 | ASXAse Technology Holding Co Ltd | 301,766 | $13.6M | 0.4% |
| 89 | UMCUnited Microelectronics Corp S | 500,125 | $13.6M | 0.4% |
| 90 | Technipfmc Plc | 200,712 | $13.3M | 0.4% |
| 91 | IRIngersoll Rand Inc | 161,512 | $13.2M | 0.4% |
| 92 | CICigna Group Com | 48,012 | $13.2M | 0.4% |
| 93 | EWPIshares Msci Spain Etf | 222,606 | $13.2M | 0.4% |
| 94 | BLKBlackrock Inc | 13,633 | $13.1M | 0.4% |
| 95 | PEPPepsico Inc | 96,651 | $13.1M | 0.4% |
| 96 | CPAYCorpay Inc | 38,824 | $12.9M | 0.4% |
| 97 | IWSIshares Russell Mid-Cap Value | 78,357 | $12.9M | 0.4% |
| 98 | SYYSysco Corp | 154,028 | $12.9M | 0.4% |
| 99 | EWZISHARES MSCI BRAZIL CAPPED IND | 364,938 | $12.6M | 0.4% |
| 100 | Spotify Technology Sa | 27,416 | $12.6M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.