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Moran Wealth Management, LLC

Q2 2026 13F filing

Updated 36 days ago

853 disclosed positions worth $3.7B

Portfolio value
$3.7B
Total holdings
853
New positions
88
Closed positions
71
Increased
176
Decreased
226
Turnover
18.6%
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

A

Broadcom Inc

-9.6%
Value
$64.1M
Shares
169.8K
% Port
1.75%
P
2.PH

Parker-Hannifin Corp

+46377.0%
Value
$57.3M
Shares
58.6K
% Port
1.56%
N

Nvidia Corporation

-4.3%
Value
$55.5M
Shares
277.6K
% Port
1.51%
T
4.TT

Trane Technologies Plc

-5.6%
Value
$53.4M
Shares
108.8K
% Port
1.46%
L

Lam Research Corp New

+30253.5%
Value
$50.9M
Shares
117.5K
% Port
1.39%
T

Taiwan Semiconductor Mfg Ltd S

-16.3%
Value
$49M
Shares
102.5K
% Port
1.33%
I
7.IVZ

Invesco S&P 500 Equal Weight E

-4.6%
Value
$44.2M
Shares
207.6K
% Port
1.20%
C
8.CAT

Caterpillar Inc

-17.8%
Value
$41.1M
Shares
38.6K
% Port
1.12%
H
9.HWM

Howmet Aerospace Inc

-6.2%
Value
$39.7M
Shares
147.8K
% Port
1.08%
W
10.WSM

Williams Sonoma Inc

+30082.7%
Value
$37.5M
Shares
160.9K
% Port
1.02%
C
11.CDNS

Cadence Design System Inc

+40443.3%
Value
$35.5M
Shares
94.5K
% Port
0.97%
E
12.EOG

Eog Resources Inc

-10.1%
Value
$35.2M
Shares
271.3K
% Port
0.96%
A
13.AMAT

Applied Materials Inc

+7821.4%
Value
$32.9M
Shares
45.5K
% Port
0.90%
A
14.APH

Amphenol Corp Cl A

+33280.9%
Value
$32.7M
Shares
185.6K
% Port
0.89%
M
15.MSFT

Microsoft Corp

+2808.7%
Value
$32.7M
Shares
87.6K
% Port
0.89%
N
16.NTAP

Netapp Inc

-7.1%
Value
$32.3M
Shares
208.9K
% Port
0.88%
A
17.AMP

Ameriprise Financial Inc

-3.5%
Value
$31.1M
Shares
67.8K
% Port
0.85%
T
18.TXN

Texas Instruments Inc

-10.6%
Value
$29.8M
Shares
99.9K
% Port
0.81%
Z
19.ZTS

Zoetis Inc Cl A

+65.8%
Value
$29.5M
Shares
409.9K
% Port
0.80%
A
20.ANET

Arista Networks Inc

-5.9%
Value
$29.1M
Shares
171.0K
% Port
0.79%
K
21.KLAC

Kla Corp New

+822.3%
Value
$28.4M
Shares
94.2K
% Port
0.78%
J

Jpmorgan Chase & Co

-1.8%
Value
$27.4M
Shares
83.8K
% Port
0.75%
V
23.V

Visa Inc Cl A

-6.8%
Value
$26.9M
Shares
78.3K
% Port
0.73%
G

Alphabet Inc Cap Stock Cl A

+1991.9%
Value
$26.8M
Shares
75.0K
% Port
0.73%
M
25.MRK

Merck & Co Inc

-4.3%
Value
$26.6M
Shares
207.3K
% Port
0.73%
C
26.CSCO

Cisco Systems Inc

-17.2%
Value
$26.5M
Shares
225.9K
% Port
0.72%
L
27.LIN

Linde Plc

-5.2%
Value
$25.2M
Shares
48.6K
% Port
0.69%
G

Alphabet Inc Cap Stock Cl C

-6.1%
Value
$24.8M
Shares
70.1K
% Port
0.68%
F
29.FDX

Fedex Corp

+3.8%
Value
$24.4M
Shares
77.9K
% Port
0.67%
L
30.LLY

Lilly Eli & Co

+10763.1%
Value
$24.4M
Shares
20.3K
% Port
0.66%
M
31.MRVL

Marvell Technology Inc

Value
$24.3M
Shares
81.7K
% Port
0.66%
M
32.MU

Micron Technology Inc

-5.5%
Value
$23.6M
Shares
20.5K
% Port
0.64%
P
33.PANW

Palo Alto Networks Inc

+22550.2%
Value
$22.5M
Shares
65.9K
% Port
0.61%
P
34.PWR

Quanta Services Inc

+14626.1%
Value
$22.4M
Shares
31.1K
% Port
0.61%
E
35.ETN

Eaton Corp Plc

+31138.7%
Value
$22.4M
Shares
52.5K
% Port
0.61%
D
36.DGX

Quest Diagnostics Inc

+59699.4%
Value
$22.1M
Shares
104.1K
% Port
0.60%
J
37.JNJ

Johnson & Johnson

-3.9%
Value
$22M
Shares
86.7K
% Port
0.60%
C
38.CASY

Caseys General Stores Inc

-5.9%
Value
$21.4M
Shares
26.9K
% Port
0.58%
M
39.META

Meta Platforms Inc Cl A

+4703.5%
Value
$21M
Shares
37.3K
% Port
0.57%
F
40.FIX

Comfort Systems Usa Inc

+29169.4%
Value
$20.9M
Shares
10.5K
% Port
0.57%
W
41.WMT

Wal-Mart Inc

+12844.6%
Value
$20.8M
Shares
183.3K
% Port
0.57%
A
42.AMZN

Amazon.Com Inc

+1962.6%
Value
$20.6M
Shares
86.5K
% Port
0.56%
I
43.IRM

Iron Mountain Inc

-5.9%
Value
$20.6M
Shares
162.9K
% Port
0.56%
P
44.PHM

Pulte Group Inc

-5.7%
Value
$20.3M
Shares
147.9K
% Port
0.55%
R
45.RSG

Republic Services Inc

+58959.1%
Value
$20M
Shares
93.9K
% Port
0.55%
L
46.LPG

Flex Ltd

-23.6%
Value
$19.7M
Shares
121.4K
% Port
0.54%
P
47.PG

Procter And Gamble Co

-4.3%
Value
$18.8M
Shares
128.2K
% Port
0.51%
A
48.AXP

American Express Co

+17360.6%
Value
$18.6M
Shares
55.0K
% Port
0.51%
P
49.PAG

Penske Automotive Group Inc

+137805.3%
Value
$18.5M
Shares
103.4K
% Port
0.50%
M
50.MSI

Motorola Solutions Inc New

-5.6%
Value
$18.2M
Shares
43.9K
% Port
0.50%