Moran Wealth Management, LLC
Position in USLM — United States Lime & Minerals Inc
CIK 1965334
Naples, FL
Position in USLM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,869,649
-$843,542 QoQ
Shares Held
36,970
+2.4% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#38
of 236 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026Moran Wealth Management, LLC holds $12,812,949 across 2 Building Materials names. USLM ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXP |
Eagle Materials Inc
|
39,748 | $8,943,300 | |
| 2 | USLM |
United States Lime & Minerals Inc
This page
|
36,970 | $3,869,649 |
All Filings in USLM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,869,649 | 36,970 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,713,191 | 36,086 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,046,767 | 8,742 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,053,847 | 8,011 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $776,244 | 7,778 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $691,838 | 7,828 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,055,813 | 7,954 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $784,209 | 8,030 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $465,422 | 1,278 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $361,941 | 1,214 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||