Moran Wealth Management, LLC

CIK

1965334

Location

Naples, FL

Portfolio Value

Mid $3,011,238,540

Diversification

Diversified

Filing Date

Global Rank

#924 / 8,605 ▲ 9 · as of Mar 2026

Top Industry

Semiconductors 7.7%

3Y Alpha vs SPY

-6.0%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+50.0%

SPY

+75.5%

Annualised alpha

-6.2%

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

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

Top Position

1.9%

−0.4 pts

Top 5

8.7%

−0.8 pts

Top 10

14.5%

−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	23.2%	$698,653,885	87
Industrials	18.9%	$568,920,515	67
Financial Services	13.5%	$405,085,484	51
Healthcare	10.2%	$306,262,665	45
Consumer Cyclical	9.9%	$298,174,547	39
Consumer Defensive	7.0%	$212,115,966	24
Energy	6.1%	$182,993,562	24
Basic Materials	4.5%	$136,795,815	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
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
MLI	Mueller Industries Inc	58,728	$3,370,987
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 positions · $3,011,238,540 total · 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%	1.95%
PH	Parker-Hannifin Corp Industrials	Reduced	62,133	-10,936	$55,623,946	−13.4%	1.85%
NVDA	Nvidia Corp Technology	Reduced	313,149	-3,765	$54,613,185	−7.6%	1.81%
TT	Trane Technologies plc Industrials	Reduced	115,374	-3,775	$48,080,959	+3.7%	1.60%
EOG	Eog Resources Inc Energy	Added	301,981	+11,862	$43,657,392	+43.3%	1.45%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	122,945	-33,539	$41,549,262	−12.6%	1.38%
HWM	Howmet Aerospace Inc. Industrials	Reduced	158,056	-19,252	$36,425,585	+0.2%	1.21%
MSFT	Microsoft Corp Technology	Reduced	91,657	-5,342	$33,928,671	−27.7%	1.13%
CAT	Caterpillar Inc Industrials	Reduced	47,323	-8,307	$33,526,452	+5.2%	1.11%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	172,560	-25,393	$31,462,863	−11.0%	1.04%
AMP	Ameriprise Financial Inc Financial Services	Added	70,412	+3,240	$31,291,092	−5.0%	1.04%
T	At&T Inc. Communication Services	Reduced	1,010,614	-17,860	$29,297,699	+14.7%	0.97%
ZTS	Zoetis Inc. Healthcare	Added	247,304	+44,563	$29,233,805	+14.6%	0.97%
CDNS	Cadence Design Systems Inc Technology	Reduced	104,512	-16,671	$29,040,748	−23.3%	0.96%
MRK	Merck & Co., Inc. Healthcare	Reduced	220,292	-16,677	$26,498,924	+6.2%	0.88%
PCAR	Paccar Inc Industrials	Reduced	221,405	-15,804	$25,572,277	−1.6%	0.85%
V	Visa Inc. Financial Services	Added	84,584	+21,672	$25,564,668	+15.9%	0.85%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	86,785	-2,422	$25,528,675	−11.2%	0.85%
LIN	Linde PLC Basic Materials	Reduced	51,421	-8,331	$25,492,474	+0.1%	0.85%
LMT	Lockheed Martin Corp Industrials	Reduced	41,736	-4,629	$25,224,820	+12.5%	0.84%
APH	Amphenol Corp /De/ Technology	Reduced	195,887	-8,858	$24,750,321	−10.5%	0.82%
GOOGL	Alphabet Inc. Communication Services	Reduced	82,533	-8,018	$23,733,188	−16.3%	0.79%
NTAP	NetApp, Inc. Technology	Reduced	225,310	-17,889	$23,069,490	−11.4%	0.77%
CME	Cme Group Inc. Financial Services	Added	77,465	+12,758	$22,879,287	+29.5%	0.76%
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%	0.74%
TXN	Texas Instruments Inc Technology	Reduced	112,008	-8,275	$21,745,232	+4.2%	0.72%
FDX	Fedex Corp Industrials	Reduced	75,254	-13,113	$21,598,687	+5.0%	0.72%
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%	0.71%
CSCO	Cisco Systems, Inc. Technology	Added	274,925	+445	$21,331,430	+0.9%	0.71%
DGX	Quest Diagnostics Inc Healthcare	Added	108,351	+4,287	$21,234,628	+17.6%	0.71%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	28,627	+18,517	$20,836,447	+272.9%	0.69%
AFL	Aflac Inc Financial Services	Reduced	188,305	-9,954	$20,658,940	−5.5%	0.69%
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%	0.67%
WMT	Walmart Inc. Consumer Defensive	Reduced	161,231	-2,089	$20,037,788	+10.1%	0.67%
ETN	Eaton Corp plc Industrials	Reduced	54,428	-6,953	$19,467,262	−0.4%	0.65%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	134,599	+9,044	$19,441,478	+8.0%	0.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	92,276	+9,092	$19,218,321	+0.1%	0.64%
LRCX	Lam Research Corp Technology	Reduced	88,825	-2,294	$18,978,349	+21.7%	0.63%
CVX	Chevron Corp Energy	Reduced	90,406	-3,778	$18,705,001	+30.3%	0.62%
KR	Kroger Co Consumer Defensive	Reduced	256,577	-739	$18,565,911	+15.5%	0.62%
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%	0.61%
IRM	Iron Mountain Inc Real Estate	Reduced	173,360	-21,780	$17,706,989	+9.4%	0.59%
MTZ	Mastec Inc Industrials	Reduced	55,004	-9,842	$17,696,986	+25.5%	0.59%
AXP	American Express Co Financial Services	Reduced	58,097	-2,827	$17,573,180	−22.0%	0.58%