MORRIS FINANCIAL CONCEPTS, INC.

CIK

1387386

Location

MOUNT PLEASANT, SC

Portfolio Value

Micro $36,169,263

Diversification

Diversified

Filing Date

Global Rank

#6,860 / 8,232 ▲ 193

Top Industry

Banks - Diversified 11.5%

3Y Alpha vs SPY

-2.8%

Period ended 2 months ago

Filed Apr 17, 2026 · 57d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.9%

SPY

+76.5%

Annualised alpha

-2.7%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

54 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.7%

−0.3 pts

Top 5

43.0%

−3.1 pts

Top 10

55.7%

−3.0 pts

HHI

545

Diversified−43

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	17.1%	$6,188,796	9
Unclassified	16.7%	$6,023,449	1
Financial Services	15.6%	$5,640,953	7
Consumer Cyclical	12.1%	$4,369,136	6
Healthcare	10.3%	$3,711,151	7
Consumer Defensive	9.6%	$3,469,564	9
Industrials	7.7%	$2,775,331	7
Communication Services	6.3%	$2,293,408	5
Energy	3.3%	$1,191,522	1
Utilities	1.4%	$505,953	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+1,513	5,874	$730,020
AAPL	Apple Inc.	+768	8,641	$2,192,999
XOM	Exxon Mobil Corp	+526	7,023	$1,191,522
JPM	Jpmorgan Chase & Co	+423	10,192	$2,998,078
PEP	Pepsico Inc	+421	3,130	$486,057
HD	Home Depot, Inc.	+380	1,302	$428,214
GOOGL	Alphabet Inc.	+247	2,864	$823,571
DIS	Walt Disney Co	+168	2,305	$222,155
RTX	RTX Corp	+40	2,014	$388,500
VRTX	Vertex Pharmaceuticals Inc / Ma	+23	530	$236,666
ABT	Abbott Laboratories	+20	2,307	$236,859
ISRG	Intuitive Surgical Inc	+13	489	$225,424
IBM	International Business Machines Corp	+4	2,886	$699,537
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MO	Altria Group, Inc.	−1,396	3,789	$250,036
TFC	Truist Financial Corp	−575	6,485	$298,115
MDLZ	Mondelez International, Inc.	−514	4,947	$285,145
LLY	ELI LILLY & Co	−506	1,635	$1,503,823
NFLX	Netflix Inc	−453	4,316	$414,983
SO	Southern Co	−396	3,047	$294,096
NVDA	Nvidia Corp	−263	3,363	$586,507
CMC	COMMERCIAL METALS Co	−185	4,378	$268,940
PM	Philip Morris International Inc.	−125	1,411	$233,294
KO	Coca Cola Co	−111	5,018	$381,618
BRK-B	Berkshire Hathaway Inc	−106	1,135	$543,892
SPY	Spdr S&P 500 ETF Trust	−89	9,262	$6,023,449
JNJ	Johnson & Johnson	−80	2,338	$571,500
TXN	Texas Instruments Inc	−79	1,165	$226,173
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−78	1,240	$419,058
AVGO	Broadcom Inc.	−64	1,363	$421,862
D	Dominion Energy, Inc	−44	3,427	$211,857
GS	Goldman Sachs Group Inc	−35	492	$416,227
AN	Autonation, Inc.	−28	1,384	$270,239
CMI	Cummins Inc	−26	899	$483,679
META	Meta Platforms, Inc.	−23	1,057	$604,741
COST	Costco Wholesale Corp /New	−18	483	$481,275
PG	PROCTER & GAMBLE Co	−17	2,682	$387,388
BJ	BJ's Wholesale Club Holdings, Inc.	−17	2,385	$234,731
DE	Deere & Co	−9	684	$385,297
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
YUM	Yum Brands Inc	1,918	$298,210
AMAT	Applied Materials Inc /De	781	$266,937
VZ	Verizon Communications Inc	4,541	$227,958
CSCO	Cisco Systems, Inc.	2,755	$213,760
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ADSK	Autodesk, Inc.	970	$287,129
DASH	DoorDash, Inc.	1,162	$263,169
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 positions · $36,169,263 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	9,262	-89	$6,023,449	−5.5%	16.65%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,192	+423	$2,998,078	−4.8%	8.29%
TSLA	Tesla, Inc. Consumer Cyclical	Held	7,588	0	$2,820,839	−17.3%	7.80%
AAPL	Apple Inc. Technology	Added	8,641	+768	$2,192,999	+2.5%	6.06%
LLY	ELI LILLY & Co Healthcare	Reduced	1,635	-506	$1,503,823	−34.6%	4.16%
XOM	Exxon Mobil Corp Energy	Added	7,023	+526	$1,191,522	+52.4%	3.29%
MSFT	Microsoft Corp Technology	Reduced	3,139	-4	$1,161,963	−23.6%	3.21%
GOOGL	Alphabet Inc. Communication Services	Added	2,864	+247	$823,571	+0.5%	2.28%
WMT	Walmart Inc. Consumer Defensive	Added	5,874	+1,513	$730,020	+50.3%	2.02%
IBM	International Business Machines Corp Technology	Added	2,886	+4	$699,537	−18.1%	1.93%
MA	Mastercard Inc Financial Services	Held	1,336	0	$667,545	−12.5%	1.85%
META	Meta Platforms, Inc. Communication Services	Reduced	1,057	-23	$604,741	−15.2%	1.67%
NVDA	Nvidia Corp Technology	Reduced	3,363	-263	$586,507	−13.3%	1.62%
JNJ	Johnson & Johnson Healthcare	Reduced	2,338	-80	$571,500	+14.2%	1.58%
ABBV	AbbVie Inc. Healthcare	Reduced	2,623	-5	$570,476	−5.0%	1.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,135	-106	$543,892	−12.8%	1.50%
GE	General Electric Co Industrials	Held	1,734	0	$492,057	−7.9%	1.36%
PEP	Pepsico Inc Consumer Defensive	Added	3,130	+421	$486,057	+25.0%	1.34%
CMI	Cummins Inc Industrials	Reduced	899	-26	$483,679	+2.4%	1.34%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	483	-18	$481,275	+11.4%	1.33%
WFC	Wells Fargo & Company/Mn Financial Services	Held	5,780	0	$460,145	−14.6%	1.27%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,302	+380	$428,214	+35.0%	1.18%
AVGO	Broadcom Inc. Technology	Reduced	1,363	-64	$421,862	−14.6%	1.17%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,240	-78	$419,058	+4.6%	1.16%
GS	Goldman Sachs Group Inc Financial Services	Reduced	492	-35	$416,227	−10.1%	1.15%
NFLX	Netflix Inc Communication Services	Reduced	4,316	-453	$414,983	−7.2%	1.15%
GEV	GE Vernova Inc. Industrials	Held	450	0	$392,805	+33.6%	1.09%
RTX	RTX Corp Industrials	Added	2,014	+40	$388,500	+7.3%	1.07%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,682	-17	$387,388	+0.2%	1.07%
DE	Deere & Co Industrials	Reduced	684	-9	$385,297	+19.4%	1.07%
KO	Coca Cola Co Consumer Defensive	Reduced	5,018	-111	$381,618	+6.4%	1.06%
MRK	Merck & Co., Inc. Healthcare	Held	3,046	0	$366,403	+14.3%	1.01%
FIX	Comfort Systems USA Inc Industrials	Held	264	0	$364,053	+47.8%	1.01%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,619	0	$337,189	−9.8%	0.93%
YUM	Yum Brands Inc Consumer Cyclical	NEW	1,918	NEW	$298,210	NEW	0.82%
TFC	Truist Financial Corp Financial Services	Reduced	6,485	-575	$298,115	−14.2%	0.82%
SO	Southern Co Utilities	Reduced	3,047	-396	$294,096	−2.0%	0.81%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	4,947	-514	$285,145	−3.0%	0.79%
AN	Autonation, Inc. Consumer Cyclical	Reduced	1,384	-28	$270,239	−7.3%	0.75%
CMC	COMMERCIAL METALS Co Industrials	Reduced	4,378	-185	$268,940	−14.9%	0.74%
AMAT	Applied Materials Inc /De Technology	NEW	781	NEW	$266,937	NEW	0.74%
MCO	Moodys Corp /De/ Financial Services	Held	589	0	$256,951	−14.6%	0.71%
MO	Altria Group, Inc. Consumer Defensive	Reduced	3,789	-1,396	$250,036	−16.4%	0.69%
ABT	Abbott Laboratories Healthcare	Added	2,307	+20	$236,859	−17.3%	0.65%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	530	+23	$236,666	+3.0%	0.65%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	Reduced	2,385	-17	$234,731	+8.5%	0.65%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,411	-125	$233,294	−5.3%	0.65%
VZ	Verizon Communications Inc Communication Services	NEW	4,541	NEW	$227,958	NEW	0.63%
TXN	Texas Instruments Inc Technology	Reduced	1,165	-79	$226,173	+4.8%	0.63%
ISRG	Intuitive Surgical Inc Healthcare	Added	489	+13	$225,424	−16.4%	0.62%