Position in MDB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$262,673
+$44,094 QoQ
Shares Held
782
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#645
of 867 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Moran Wealth Management, LLC holds $158,144,354 across 20 Software - Infrastructure names. MDB ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
97,043 | $36,198,979 | |
| 2 | NTAP |
NetApp, Inc.
|
209,544 | $32,429,028 | |
| 3 | PANW |
Palo Alto Networks Inc
|
66,727 | $22,755,241 | |
| 4 | FTNT |
Fortinet, Inc.
|
97,816 | $15,026,493 | |
| 5 | CPAY |
Corpay, Inc.
|
38,824 | $12,938,874 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
59,464 | $11,344,838 | |
| 7 | XYZ |
Block, Inc.
|
103,832 | $7,891,232 | |
| 8 | DOX |
Amdocs Ltd
|
87,700 | $4,432,357 |
All Filings in MDB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,673 | 782 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $218,579 | 893 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $404,161 | 963 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $275,927 | 889 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||