Moran Wealth Management, LLC

CIK

1965334

Location

Naples, FL

Portfolio Value

Mid $3,041,822,897

Diversification

Diversified

Filing Date

Global Rank

#922 / 8,623 ▲ 7 · as of Mar 2026

Top Industry

Semiconductors 7.6%

3Y Alpha vs SPY

-5.6%

Period ended 4 months ago

Filed Apr 27, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+48.8%

SPY

+65.3%

Annualised alpha

-4.1%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

1.9%

−0.4 pts

Top 5

8.6%

−0.8 pts

Top 10

14.4%

−1.3 pts

HHI

Diversified−5

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.6%	$717,411,988	87
Industrials	18.9%	$574,125,799	67
Financial Services	13.3%	$405,643,380	51
Healthcare	10.1%	$306,337,795	45
Consumer Cyclical	10.0%	$304,145,723	39
Consumer Defensive	7.0%	$212,115,966	24
Energy	6.0%	$182,993,562	24
Basic Materials	4.5%	$136,812,583	32
Communication Services	4.0%	$121,083,429	15
Real Estate	2.2%	$66,824,273	31
Utilities	0.4%	$13,148,474	7
Unclassified	0.0%	$1,179,925	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABEV	Ambev S.A.	+674,705	2,933,646	$8,566,245
PBR	Petrobras - Petroleo Brasileiro SA	+164,421	699,465	$14,513,898
CPRX	Catalyst Pharmaceuticals, Inc.	+137,791	168,961	$4,183,474
OSW	ONESPAWORLD HOLDINGS Ltd	+137,148	180,220	$4,136,049
B	Barrick Mining Corp	+127,542	267,263	$10,901,657
ONON	On Holding AG	+126,693	133,788	$4,551,467
UMC	United Microelectronics Corp	+118,049	910,416	$8,175,534
ITUB	Itau Unibanco Holding S.A.	+94,609	1,011,349	$8,475,103
FMS	Fresenius Medical Care AG	+83,311	347,773	$7,845,758
PYPL	PayPal Holdings, Inc.	+82,972	216,457	$9,790,349
SMR	NUSCALE POWER Corp	+78,566	108,511	$1,176,259
ZM	Zoom Communications, Inc.	+71,369	107,601	$8,650,044
SF	Stifel Financial Corp	+67,478	204,372	$15,107,177
IBKR	Interactive Brokers Group, Inc.	+63,993	165,986	$11,132,680
JOBY	Joby Aviation, Inc.	+60,628	104,566	$863,715
NU	Nu Holdings Ltd.	+59,731	360,144	$5,175,268
XYZ	Block, Inc.	+49,950	107,601	$6,475,428
COCO	Vita Coco Company, Inc.	+49,546	72,167	$3,457,520
EQX	Equinox Gold Corp.	+47,120	199,158	$2,879,824
CECO	Ceco Environmental Corp	+45,411	56,953	$3,393,259
SBSW	Sibanye Stillwater Ltd	+45,377	207,397	$2,555,130
ZTS	Zoetis Inc.	+44,563	247,304	$29,233,805
MUFG	Mitsubishi Ufj Financial Group Inc	+41,636	528,104	$8,961,923
SLB	Slb Limited/Nv	+40,985	178,577	$9,177,071
IQV	Iqvia Holdings Inc.	+40,217	80,434	$13,717,214
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMG	Chipotle Mexican Grill Inc	−253,042	217,172	$6,951,675
DXCM	Dexcom Inc	−164,029	29,976	$1,882,492
GRMN	Garmin Ltd	−106,739	75,045	$17,411,189
TTEK	Tetra Tech Inc	−81,923	84,145	$2,534,447
PGR	Progressive Corp/Oh/	−61,492	107,653	$21,341,130
BSX	Boston Scientific Corp	−49,998	132,336	$8,304,083
PAG	Penske Automotive Group, Inc.	−41,719	107,210	$16,030,039
DT	Dynatrace, Inc.	−36,246	79,333	$2,933,734
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−33,539	122,945	$41,549,262
ROL	Rollins Inc	−30,586	261,489	$13,966,126
CTRA	Coterra Energy Inc.	−26,563	177,930	$6,252,459
UFPI	Ufp Industries Inc	−26,142	25,561	$2,354,679
WSM	Williams Sonoma Inc	−25,393	172,560	$31,462,863
CRUS	Cirrus Logic, Inc.	−23,133	21,934	$3,172,095
IRM	Iron Mountain Inc	−21,780	173,360	$17,706,989
CTRE	CareTrust REIT, Inc.	−21,679	32,523	$1,191,967
APOG	Apogee Enterprises, Inc.	−21,458	62,829	$2,107,283
HST	Host Hotels & Resorts, Inc.	−20,974	55,835	$1,069,798
GM	General Motors Co	−20,062	78,105	$5,818,822
PLXS	Plexus Corp	−19,388	17,528	$3,550,120
HWM	Howmet Aerospace Inc.	−19,252	158,056	$36,425,585
ENVA	Enova International, Inc.	−18,240	16,032	$2,177,626
IR	Ingersoll Rand Inc.	−18,207	171,528	$13,742,823
SGI	Somnigroup International Inc.	−18,016	67,202	$4,967,571
NFLX	Netflix Inc	−18,015	118,625	$11,405,793
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
FTI	TechnipFMC plc	210,508	$14,552,417
WMB	Williams Companies, Inc.	166,496	$12,117,578
BR	Broadridge Financial Solutions, Inc.	68,105	$11,065,699
NOW	ServiceNow, Inc.	67,165	$7,022,100
AXON	Axon Enterprise, Inc.	13,230	$5,618,648
POST	Post Holdings, Inc.	52,897	$5,229,397
EPAC	Enerpac Tool Group Corp	127,912	$4,664,950
CRDO	Credo Technology Group Holding Ltd	48,269	$4,531,011
JLL	Jones Lang Lasalle Inc	14,474	$4,404,727
AVAV	AeroVironment Inc	22,824	$4,177,933
LGND	Ligand Pharmaceuticals Inc	19,306	$3,854,442
L	Loews Corp	33,601	$3,586,569
UAL	United Airlines Holdings, Inc.	34,973	$3,219,963
NBIX	Neurocrine Biosciences Inc	23,506	$3,096,679
ROKU	Roku, Inc	31,600	$2,989,992
BNL	Broadstone Net Lease, Inc.	116,917	$2,136,073
KFY	Korn Ferry	33,811	$2,128,401
PBH	Prestige Consumer Healthcare Inc.	34,368	$2,036,991
AFRM	Affirm Holdings, Inc.	35,948	$1,647,137
ADEA	Adeia Inc.	58,642	$1,409,167
STOK	Stoke Therapeutics, Inc.	40,552	$1,320,373
TOST	Toast, Inc.	44,835	$1,188,575
AZZ	Azz Inc	8,426	$1,054,345
LFST	LifeStance Health Group, Inc.	149,651	$953,276
ALNT	Allient Inc	15,849	$936,517
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CL	Colgate Palmolive Co	192,436	$15,206,292
WRB	Berkley W R Corp	172,670	$12,107,620
TEL	TE Connectivity plc	44,138	$10,041,835
TKO	TKO Group Holdings, Inc.	39,082	$8,168,138
PFGC	Performance Food Group Co	84,680	$7,614,425
BRO	Brown & Brown, Inc.	93,521	$7,453,622
SPY	Spdr S&P 500 ETF Trust	10,864	$7,408,378
MLI	Mueller Industries Inc	58,728	$6,741,974
TTD	Trade Desk, Inc.	148,567	$5,639,603
DECK	Deckers Outdoor Corp	51,291	$5,317,337
PRI	Primerica, Inc.	20,522	$5,302,063
PODD	Insulet Corp	18,252	$5,187,948
ANDE	Andersons, Inc.	94,981	$5,050,139
ADP	Automatic Data Processing Inc	19,136	$4,922,352
EHC	Encompass Health Corp	38,111	$4,045,101
IT	Gartner Inc	13,938	$3,516,278
ICE	Intercontinental Exchange, Inc.	20,543	$3,327,143
YELP	Yelp Inc	108,797	$3,306,340
CNMD	CONMED Corp	65,812	$2,671,967
EXLS	ExlService Holdings, Inc.	52,243	$2,217,192
WKC	World Kinect Corp	65,979	$1,545,887
DUOL	Duolingo, Inc.	8,035	$1,410,142
KTOS	Kratos Defense & Security Solutions, Inc.	18,373	$1,394,694
CRAI	Cra International, Inc.	3,685	$739,579
QTWO	Q2 Holdings, Inc.	10,132	$731,125
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

424 tracked positions · $3,041,822,897 total · filing declares 780 positions · $3,266,064,074 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 424 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	189,286	-15,837	$58,585,909	−17.5%	1.93%
PH	Parker-Hannifin Corp Industrials	Reduced	62,133	-10,936	$55,623,946	−13.4%	1.83%
NVDA	Nvidia Corp Technology	Reduced	313,149	-3,765	$54,613,185	−7.6%	1.80%
TT	Trane Technologies plc Industrials	Reduced	115,374	-3,775	$48,080,959	+3.7%	1.58%
EOG	Eog Resources Inc Energy	Added	301,981	+11,862	$43,657,392	+43.3%	1.44%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	122,945	-33,539	$41,549,262	−12.6%	1.37%
HWM	Howmet Aerospace Inc. Industrials	Reduced	158,056	-19,252	$36,425,585	+0.2%	1.20%
MSFT	Microsoft Corp Technology	Reduced	91,657	-5,342	$33,928,671	−27.7%	1.12%
CAT	Caterpillar Inc Industrials	Reduced	47,323	-8,307	$33,526,452	+5.2%	1.10%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	172,560	-25,393	$31,462,863	−11.0%	1.03%
AMP	Ameriprise Financial Inc Financial Services	Added	70,412	+3,240	$31,291,092	−5.0%	1.03%
T	At&T Inc. Communication Services	Reduced	1,010,614	-17,860	$29,297,699	+14.7%	0.96%
ZTS	Zoetis Inc. Healthcare	Added	247,304	+44,563	$29,233,805	+14.6%	0.96%
CDNS	Cadence Design Systems Inc Technology	Reduced	104,512	-16,671	$29,040,748	−23.3%	0.95%
FDX	Fedex Corp Industrials	Reduced	75,254	-13,113	$26,803,971	+5.0%	0.88%
MRK	Merck & Co., Inc. Healthcare	Reduced	220,292	-16,677	$26,498,924	+6.2%	0.87%
PCAR	Paccar Inc Industrials	Reduced	221,405	-15,804	$25,572,277	−1.6%	0.84%
V	Visa Inc. Financial Services	Added	84,584	+21,672	$25,564,668	+15.9%	0.84%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	86,785	-2,422	$25,528,675	−11.2%	0.84%
LIN	Linde PLC Basic Materials	Reduced	51,421	-8,331	$25,492,474	+0.1%	0.84%
LMT	Lockheed Martin Corp Industrials	Reduced	41,736	-4,629	$25,224,820	+12.5%	0.83%
APH	Amphenol Corp /De/ Technology	Reduced	195,887	-8,858	$24,750,321	−10.5%	0.81%
GOOGL	Alphabet Inc. Communication Services	Reduced	82,533	-8,018	$23,733,188	−16.3%	0.78%
NTAP	NetApp, Inc. Technology	Reduced	225,310	-17,889	$23,069,490	−11.4%	0.76%
CME	Cme Group Inc. Financial Services	Added	77,465	+12,758	$22,879,287	+29.5%	0.75%
ANET	Arista Networks, Inc. Technology	Reduced	182,605	-4,451	$22,420,240	−8.5%	0.74%
JNJ	Johnson & Johnson Healthcare	Added	90,903	+12,160	$22,220,329	+36.4%	0.73%
TXN	Texas Instruments Inc Technology	Reduced	112,008	-8,275	$21,745,232	+4.2%	0.71%
RSG	Republic Services, Inc. Industrials	Reduced	98,086	-6,208	$21,482,795	−2.8%	0.71%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	107,653	-61,492	$21,341,130	−44.6%	0.70%
CSCO	Cisco Systems, Inc. Technology	Added	274,925	+445	$21,331,430	+0.9%	0.70%
DGX	Quest Diagnostics Inc Healthcare	Added	108,351	+4,287	$21,234,628	+17.6%	0.70%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	28,627	+18,517	$20,836,447	+272.9%	0.68%
AFL	Aflac Inc Financial Services	Reduced	188,305	-9,954	$20,658,940	−5.5%	0.68%
META	Meta Platforms, Inc. Communication Services	Added	35,969	+1,881	$20,578,943	−8.5%	0.68%
MCK	Mckesson Corp Healthcare	Reduced	23,417	-173	$20,264,134	+4.7%	0.67%
MSI	Motorola Solutions, Inc. Technology	Added	46,603	+5,106	$20,224,303	+27.1%	0.66%
WMT	Walmart Inc. Consumer Defensive	Reduced	161,231	-2,089	$20,037,788	+10.1%	0.66%
ETN	Eaton Corp plc Industrials	Reduced	54,428	-6,953	$19,467,262	−0.4%	0.64%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	134,599	+9,044	$19,441,478	+8.0%	0.64%
AMZN	Amazon Com Inc Consumer Cyclical	Added	92,276	+9,092	$19,218,321	+0.1%	0.63%
LRCX	Lam Research Corp Technology	Reduced	88,825	-2,294	$18,978,349	+21.7%	0.62%
CVX	Chevron Corp Energy	Reduced	90,406	-3,778	$18,705,001	+30.3%	0.61%
KR	Kroger Co Consumer Defensive	Reduced	256,577	-739	$18,565,911	+15.5%	0.61%
COR	Cencora, Inc. Healthcare	Reduced	58,824	-6,436	$18,478,970	−16.2%	0.61%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	157,052	-13,741	$18,470,884	−7.8%	0.61%
PWR	Quanta Services, Inc. Industrials	Reduced	33,379	-10,306	$18,325,738	−0.6%	0.60%
IRM	Iron Mountain Inc Real Estate	Reduced	173,360	-21,780	$17,706,989	+9.4%	0.58%
MTZ	Mastec Inc Industrials	Reduced	55,004	-9,842	$17,696,986	+25.5%	0.58%
AXP	American Express Co Financial Services	Reduced	58,097	-2,827	$17,573,180	−22.0%	0.58%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.