Morey & Quinn Wealth Partners, LLC

CIK

2055521

Location

OMAHA, NE

Portfolio Value

Micro $96,030,837

Diversification

Diversified

Filing Date

Global Rank

#1,946 / 3,203 ▲ 4016

Top Industry

Semiconductors 14.6%

3Y Alpha vs SPY

-2.1%

Period ended 30 days ago

Filed Jul 27, 2026 · 3d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–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

+19.9%

SPY

+21.4%

Annualised alpha

-1.0%

Max drawdown

−16.2%

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 6 quarters. Past performance does not predict future results.

Portfolio Concentration

84 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.4%

−0.8 pts

Top 5

40.9%

−0.1 pts

Top 10

54.2%

−1.4 pts

HHI

450

Diversified−13

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.0%	$27,879,367	15
Financial Services	20.7%	$19,905,182	15
Industrials	18.3%	$17,588,708	11
Consumer Cyclical	7.9%	$7,583,169	6
Consumer Defensive	5.6%	$5,364,052	7
Healthcare	4.7%	$4,556,545	8
Energy	4.4%	$4,273,259	4
Real Estate	3.9%	$3,777,240	8
Communication Services	2.8%	$2,687,452	5
Unclassified	1.6%	$1,520,706	2
Utilities	0.9%	$895,157	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
KO	Coca Cola Co	+236	7,001	$568,971
MDT	Medtronic plc	+157	2,882	$225,458
PG	PROCTER & GAMBLE Co	+152	3,147	$461,476
NEE	Nextera Energy Inc	+152	4,919	$431,740
CBRE	Cbre Group, Inc.	+100	1,829	$246,348
JPM	Jpmorgan Chase & Co	+95	1,666	$545,331
QQQ	Invesco Qqq Trust, Series 1	+86	1,485	$1,093,554
XOM	ExxonMobil Holdings Corp	+84	6,876	$940,086
SPY	Spdr S&P 500 ETF Trust	+65	572	$427,152
RTX	RTX Corp	+56	1,766	$335,063
BSX	Boston Scientific Corp	+38	11,625	$496,155
AVGO	Broadcom Inc.	+38	894	$337,708
MU	Micron Technology Inc	+28	1,731	$1,998,075
AAPL	Apple Inc.	+27	29,488	$8,532,647
HD	Home Depot, Inc.	+23	2,669	$941,302
QCOM	Qualcomm Inc/De	+17	2,605	$481,377
MAR	Marriott International Inc /Md/	+13	3,498	$1,296,323
IBM	International Business Machines Corp	+9	888	$249,714
UNH	Unitedhealth Group Inc	+7	1,728	$718,208
RJF	Raymond James Financial Inc	+5	2,440	$370,953
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
STWD	Starwood Property Trust, Inc.	−9,865	12,703	$208,075
EPD	Enterprise Products Partners L.P.	−6,256	53,482	$1,965,998
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	−5,300	106,205	$1,041,871
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	−4,940	45,926	$667,764
NNN	Nnn REIT, Inc.	−4,320	17,781	$827,349
ERC	Allspring Multi-Sector Income Fund	−2,400	61,031	$562,095
OKE	Oneok Inc /New/	−1,632	13,123	$1,140,913
FPF	First Trust Intermediate Duration Preferred & Income Fund	−1,600	13,192	$239,698
NREF	NexPoint Real Estate Finance, Inc.	−1,322	36,562	$566,711
WELL	Welltower Inc.	−1,300	5,698	$1,293,275
FTAI	FTAI Aviation Ltd.	−1,278	22,295	$6,031,466
ACRE	Ares Commercial Real Estate Corp	−1,200	11,266	$50,697
CVS	CVS HEALTH Corp	−1,149	9,192	$950,912
WMT	Walmart Inc.	−870	22,037	$2,495,910
T	At&T Inc.	−861	19,549	$404,664
MAA	Mid America Apartment Communities Inc.	−745	2,834	$393,755
BRK-B	Berkshire Hathaway Inc	−602	23,839	$11,928,797
NVDA	Nvidia Corp	−359	43,380	$8,679,904
UNP	Union Pacific Corp	−317	15,025	$4,086,800
DTE	Dte Energy Co	−272	1,429	$217,736
ALL	Allstate Corp	−262	9,802	$2,332,287
MSFT	Microsoft Corp	−251	8,720	$3,252,734
UPS	United Parcel Service Inc	−243	2,832	$304,440
TSCO	Tractor Supply Co /De/	−229	6,781	$214,347
TSLA	Tesla, Inc.	−128	2,716	$1,142,349
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	3,627	$506,438
ASML	Asml Holding NV	118	$234,753
WTFC	Wintrust Financial Corp	1,314	$211,186
MS	Morgan Stanley	993	$207,576
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

84 tracked positions · $96,030,837 total · as of Jun 30, 2026

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

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	23,839	-602	$11,928,797	+1.8%	12.42%
NVDA	Nvidia Corp Technology	Reduced	43,380	-359	$8,679,904	+13.8%	9.04%
AAPL	Apple Inc. Technology	Added	29,488	+27	$8,532,647	+14.1%	8.89%
FTAI	FTAI Aviation Ltd. Industrials	Reduced	22,295	-1,278	$6,031,466	+4.4%	6.28%
UNP	Union Pacific Corp Industrials	Reduced	15,025	-317	$4,086,800	+9.8%	4.26%
MSFT	Microsoft Corp Technology	Reduced	8,720	-251	$3,252,734	−2.0%	3.39%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,390	-4	$2,714,692	+14.4%	2.83%
WMT	Walmart Inc. Consumer Defensive	Reduced	22,037	-870	$2,495,910	−12.3%	2.60%
ALL	Allstate Corp Financial Services	Reduced	9,802	-262	$2,332,287	+11.8%	2.43%
MU	Micron Technology Inc Technology	Added	1,731	+28	$1,998,075	+247.3%	2.08%
EPD	Enterprise Products Partners L.P. Energy	Reduced	53,482	-6,256	$1,965,998	−13.0%	2.05%
DE	Deere & Co Industrials	Reduced	2,947	-62	$1,869,370	+10.3%	1.95%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	3,498	+13	$1,296,323	+13.7%	1.35%
WELL	Welltower Inc. Real Estate	Reduced	5,698	-1,300	$1,293,275	−6.5%	1.35%
SGI	Somnigroup International Inc. Consumer Cyclical	Held	16,252	0	$1,274,156	+6.1%	1.33%
CAT	Caterpillar Inc Industrials	Held	1,133	0	$1,206,531	+50.3%	1.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,374	-30	$1,205,766	+23.2%	1.26%
MPWR	Monolithic Power Systems, Inc. Technology	Held	831	0	$1,148,741	+26.4%	1.20%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,716	-128	$1,142,349	+8.0%	1.19%
OKE	Oneok Inc /New/ Energy	Reduced	13,123	-1,632	$1,140,913	−14.5%	1.19%
QQQ	Invesco Qqq Trust, Series 1	Added	1,485	+86	$1,093,554	+35.4%	1.14%
LECO	Lincoln Electric Holdings Inc Industrials	Held	4,030	0	$1,070,005	+6.6%	1.11%
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund Financial Services	Reduced	106,205	-5,300	$1,041,871	+7.9%	1.08%
WCN	Waste Connections, Inc. Industrials	Reduced	6,196	-95	$1,032,811	+1.1%	1.08%
CVS	CVS HEALTH Corp Healthcare	Reduced	9,192	-1,149	$950,912	+28.0%	0.99%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,669	+23	$941,302	+8.2%	0.98%
XOM	ExxonMobil Holdings Corp Energy	Added	6,876	+84	$940,086	−18.4%	0.98%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	945	-12	$884,019	−7.3%	0.92%
NNN	Nnn REIT, Inc. Real Estate	Reduced	17,781	-4,320	$827,349	−10.9%	0.86%
ORCL	Oracle Corp Technology	Reduced	4,944	-46	$724,543	−1.3%	0.75%
LLY	ELI LILLY & Co Healthcare	Reduced	603	-29	$723,256	+24.4%	0.75%
UNH	Unitedhealth Group Inc Healthcare	Added	1,728	+7	$718,208	+54.2%	0.75%
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund Financial Services	Reduced	45,926	-4,940	$667,764	−4.8%	0.70%
CW	Curtiss Wright Corp Industrials	Reduced	831	-40	$629,698	+6.1%	0.66%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,035	-110	$601,241	+158.1%	0.63%
V	Visa Inc. Financial Services	Held	1,717	0	$589,085	+13.5%	0.61%
KO	Coca Cola Co Consumer Defensive	Added	7,001	+236	$568,971	+10.6%	0.59%
NREF	NexPoint Real Estate Finance, Inc. Real Estate	Reduced	36,562	-1,322	$566,711	+11.1%	0.59%
ERC	Allspring Multi-Sector Income Fund Financial Services	Reduced	61,031	-2,400	$562,095	−1.6%	0.59%
JHI	John Hancock Investors Trust Financial Services	Held	41,477	0	$552,473	+3.2%	0.58%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,666	+95	$545,331	+18.0%	0.57%
VMI	Valmont Industries Inc Industrials	Held	920	0	$531,392	+44.6%	0.55%
INTC	Intel Corp Technology	NEW	3,627	NEW	$506,438	NEW	0.53%
BSX	Boston Scientific Corp Healthcare	Added	11,625	+38	$496,155	−31.8%	0.52%
MCK	Mckesson Corp Healthcare	Reduced	650	-4	$491,140	−13.2%	0.51%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	5,668	0	$491,132	+10.2%	0.51%
MRK	Merck & Co., Inc. Healthcare	Held	3,811	0	$489,713	+6.8%	0.51%
QCOM	Qualcomm Inc/De Technology	Added	2,605	+17	$481,377	+44.4%	0.50%
AMGN	Amgen Inc Healthcare	Reduced	1,275	-8	$461,703	+2.3%	0.48%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,147	+152	$461,476	+6.7%	0.48%

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.