Morangie Management LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $705,963,638 | Individuals and high net worth (90%) |
| Feb 2025 to Mar 2026 | $578,030,000 | Individuals and high net worth (98%) |
| Oct 2024 to Jan 2025 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 73.2%; sector active share 43.4% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
36 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.0% | $32,759,003 |
| Unclassified | 25.5% | $28,774,280 |
| Financial Services | 23.8% | $26,819,913 |
| Consumer Cyclical | 11.9% | $13,428,805 |
| Real Estate | 5.6% | $6,337,532 |
| Communication Services | 3.7% | $4,126,656 |
| Basic Materials | 0.4% | $475,529 |
| Industrials | 0.1% | $64,600 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KVYO | Klaviyo, Inc. | +142,153 | 545,319 | $8,577,867 | |
| IVV | iShares Core S&P 500 ETF | +1,337 | 3,228 | $0 | |
| WELL | Welltower Inc. | +1,134 | 18,569 | $4,275,326 | |
| IWM | iShares Russell 2000 ETF | +667 | 7,534 | $0 | |
| QQQ | Invesco Qqq Trust, Series 1 | +112 | 12,599 | $9,320,362 | |
| NVDA | Nvidia Corp | +66 | 14,968 | $3,418,391 | |
| SPY | Spdr S&P 500 ETF Trust | +57 | 20,177 | $15,387,585 | |
| MS | Morgan Stanley | +40 | 38,663 | $7,271,737 | |
| MSFT | Microsoft Corp | +31 | 7,672 | $3,934,968 | |
| JPM | Jpmorgan Chase & Co | +16 | 19,348 | $6,400,898 | |
| VO | VANGUARD MID-CAP INDEX FUND | +6 | 4,110 | $322,306 | |
| GS | Goldman Sachs Group Inc | +4 | 8,116 | $7,307,321 | |
| GOOGL | Alphabet Inc. | +2 | 8,046 | $2,768,467 | |
| SPG | Simon Property Group Inc. | +1 | 10,272 | $2,062,206 | |
| VUG | VANGUARD GROWTH INDEX FUND | +1 | 3,301 | $297,453 | |
| VIG | Vanguard Specialized Funds | +1 | 970 | $226,310 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | −64,882 | 13,277 | $0 | ||
| AMZN | Amazon Com Inc | −17,039 | 35,660 | $8,884,689 | |
| DKNG | DraftKings Inc. | −8,462 | 239,164 | $4,544,116 | |
| SNOW | Snowflake Inc. | −2,877 | 9,067 | $3,078,790 | |
| PLTR | Palantir Technologies Inc. | −612 | 11,982 | $2,241,233 | |
| BAC | Bank Of America Corp /De/ | −504 | 107,293 | $5,839,957 | |
| CRM | Salesforce, Inc. | −136 | 9,371 | $2,151,300 | |
| GOOG | Alphabet Inc. | −28 | 3,986 | $1,358,189 | |
| NOW | ServiceNow, Inc. | −20 | 7,214 | $966,748 | |
| AAPL | Apple Inc. | −17 | 24,517 | $8,164,651 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JPEF | JPMorgan Equity Focus ETF | 14,775 | $1,186,875 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 20,177 | $15,387,585 | 13.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 12,599 | $9,320,362 | 8.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 35,660 | $8,884,689 | 7.88% | |
| KVYO |
Klaviyo, Inc.
Technology
|
Added | 545,319 | $8,577,867 | 7.61% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 24,517 | $8,164,651 | 7.24% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 8,116 | $7,307,321 | 6.48% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 38,663 | $7,271,737 | 6.45% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 19,348 | $6,400,898 | 5.68% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 107,293 | $5,839,957 | 5.18% | |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
Reduced | 239,164 | $4,544,116 | 4.03% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 18,569 | $4,275,326 | 3.79% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,672 | $3,934,968 | 3.49% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 14,968 | $3,418,391 | 3.03% | |
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 9,067 | $3,078,790 | 2.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 8,046 | $2,768,467 | 2.45% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 11,982 | $2,241,233 | 1.99% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 9,371 | $2,151,300 | 1.91% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 10,272 | $2,062,206 | 1.83% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 3,986 | $1,358,189 | 1.20% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Held | 20,876 | $1,283,874 | 1.14% | |
| VTWV |
VANGUARD RUSSELL 2000 VALUE INDEX FUND
|
Held | 5,929 | $1,095,264 | 0.97% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 7,214 | $966,748 | 0.86% | |
| STDN |
Standard Nuclear, Inc.
Basic Materials
|
NEW | 40,265 | $475,529 | 0.42% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Held | 6,217 | $438,982 | 0.39% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Held | 3,200 | $402,144 | 0.36% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 4,110 | $322,306 | 0.29% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 3,301 | $297,453 | 0.26% | |
| VIG |
Vanguard Specialized Funds
|
Added | 970 | $226,310 | 0.20% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 3,285 | $225,055 | 0.20% | |
| RCAT |
Red Cat Holdings, Inc.
Industrials
|
NEW | 10,000 | $64,600 | 0.06% | |
|
|
Reduced | 13,277 | $0 | 0.00% | ||
| XLF |
State Street Corp
Financial Services
|
Held | 13,181 | $0 | 0.00% | |
| ACWX |
iShares MSCI ACWI ex U.S. ETF
|
Held | 7,681 | $0 | 0.00% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 3,228 | $0 | 0.00% | |
| IWD |
iShares Russell 1000 Value ETF
|
NEW | 1,364 | $0 | 0.00% | |
| IWM |
iShares Russell 2000 ETF
|
Added | 7,534 | $0 | 0.00% |
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.