Moran Wealth Management, LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1965334 Naples, FL

Position in CVCO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,400,786

+$534,392 QoQ

Shares Held

2,280

+27.4% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#149

of 357 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Moran Wealth Management, LLC holds $36,620,598 across 3 Residential Construction names. CVCO ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	148,626	$20,392,972
2	TOL	Toll Brothers, Inc.	89,996	$14,826,840
3	CVCO	Cavco Industries, Inc. This page	2,280	$1,400,786

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,400,786	2,280	+27.4%	Shares	Sole	2026-08-05
2026-03-31	$866,394	1,789	+3.3%	Shares	Sole	2026-04-27
2025-12-31	$1,023,161	1,732	+11.7%	Shares	Sole	2026-01-26
2025-09-30	$900,712	1,551	+5.2%	Shares	Sole	2025-10-23
2025-06-30	$640,784	1,475	+3.2%	Shares	Sole	2025-07-28
2025-03-31	$742,551	1,429	-1.7%	Shares	Sole	2025-04-23
2024-12-31	$648,372	1,453	+4.8%	Shares	Sole	2025-02-07
2024-09-30	$593,968	1,387	+35.3%	Shares	Sole	2024-11-08
2024-06-30	$354,824	1,025	+7.4%	Shares	Sole	2024-08-13
2024-03-31	$380,703	954	+6.8%	Shares	Sole	2024-05-15
2023-12-31	$309,531	893	+5.4%	Shares	Sole	2024-02-08
2023-09-30	$225,014	847	-12.3%	Shares	Sole	2023-11-13
2023-06-30	$284,970	966	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.