Moran Wealth Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$3.27B
Q ending 2026-03-31
Prior quarter
$3.26B
Q ending 2025-12-31
Change
+0.1% QoQ · +9.8% YoY
Positions
474
reported holdings

Largest positions

Top 100 of 474 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Broadcom IncAVGOShares$58.6M189K
Parker-Hannifin CorpPHShares$55.6M62K
Nvidia CorporationNVDAShares$54.6M313K
Trane Technologies PlcShares$48.1M115K
Eog Res IncEOGShares$43.7M302K
Invesco Exchange Traded Fd TRSPShares$41.8M218K
Taiwan Semiconductor ManufacTSMShares$41.5M123K
Howmet Aerospace IncHWMShares$36.4M158K
Microsoft CorpMSFTShares$33.9M92K
Caterpillar IncCATShares$33.5M47K
Williams Sonoma IncWSMShares$31.5M173K
Ameriprise Finl IncAMPShares$31.3M70K
At&T IncTShares$29.3M1.0M
Zoetis IncZTSShares$29.2M247K
Cadence Design System IncCDNSShares$29.0M105K
Fedex CorpFDXShares$26.8M75K
Merck & Co IncMRKShares$26.5M220K
Paccar IncPCARShares$25.6M221K
Visa IncVShares$25.6M85K
Jpmorgan Chase & CoJPMShares$25.5M87K
Linde PlcShares$25.5M51K
Lockheed Martin CorpLMTShares$25.2M42K
Amphenol CorpAPHShares$24.8M196K
Alphabet IncGOOGLShares$23.7M83K
Netapp IncNTAPShares$23.1M225K
Cme Group IncCMEShares$22.9M77K
Arista Networks IncANETShares$22.4M183K
Johnson & JohnsonJNJShares$22.2M91K
Alphabet IncGOOGShares$22.1M77K
Texas Instrs IncTXNShares$21.7M112K
Republic Svcs IncRSGShares$21.5M98K
Progressive CorpPGRShares$21.3M108K
Cisco Sys IncCSCOShares$21.3M275K
Quest Diagnostics IncDGXShares$21.2M108K
Caseys Gen Stores IncCASYShares$20.8M29K
Aflac IncAFLShares$20.7M188K
Meta Platforms IncMETAShares$20.6M36K
Mckesson CorpMCKShares$20.3M23K
Motorola Solutions IncMSIShares$20.2M47K
Walmart IncWMTShares$20.0M161K
Eaton Corp PlcShares$19.5M54K
Procter & Gamble CoPGShares$19.4M135K
Amazon Com IncAMZNShares$19.2M92K
Lam Research CorpLRCXShares$19.0M89K
Chevron CorporationCVXShares$18.7M90K
Kroger CoKRShares$18.6M257K
Cencora IncCORShares$18.5M59K
Pulte Group IncPHMShares$18.5M157K
Quanta Svcs IncPWRShares$18.3M33K
Iron Mtn Inc DelIRMShares$17.7M173K
Mastec IncMTZShares$17.7M55K
American Express CoAXPShares$17.6M58K
Applied Matls IncAMATShares$17.4M51K
Garmin LtdShares$17.4M75K
Monolithic Pwr Sys IncMPWRShares$17.2M16K
Emcor Group IncEMEShares$16.3M22K
Berkshire Hathaway Inc DelBRK/BShares$16.1M34K
Penske Automotive Grp IncPAGShares$16.0M107K
Lowes Cos IncLOWShares$15.8M67K
IntuitINTUShares$15.7M36K
Blackstone IncBXShares$15.7M136K
Comfort Sys Usa IncFIXShares$15.7M11K
Pepsico IncPEPShares$15.3M99K
WabtecWABShares$15.3M61K
Costco Wholesale CorporationCOSTShares$15.2M15K
Kla CorpKLACShares$15.1M10K
Stifel Finl CorpSFShares$15.1M204K
Technipfmc PlcShares$14.6M211K
Petroleo Brasileiro S APBRShares$14.5M699K
Mastercard IncorporatedMAShares$14.4M29K
Sba Communications CorpSBACShares$14.0M82K
Rollins IncROLShares$14.0M261K
Ss&C Tech HldgsSSNCShares$13.9M206K
Ingersoll Rand IncIRShares$13.7M172K
Iqvia Hldgs IncIQVShares$13.7M80K
Ishares IncEWZShares$13.7M357K
Spotify Technology S AShares$13.6M28K
Apple IncAAPLShares$13.4M53K
Home Depot IncHDShares$13.3M40K
The Cigna GroupCIShares$12.9M48K
Medtronic PlcShares$12.7M147K
Exxon Mobil CorpXOMShares$12.6M75K
Vanguard Whitehall FdsVYMIShares$12.5M133K
Toll Brothers IncTOLShares$12.2M89K
Williams Cos IncWMBShares$12.1M166K
Monster Beverage Corp NewMNSTShares$12.0M166K
Palo Alto Networks IncPANWShares$11.8M74K
Itt IncITTShares$11.7M62K
Global X FdsCOLOShares$11.7M295K
Price T Rowe Group IncTROWShares$11.5M128K
Netflix Inc.NFLXShares$11.4M119K
Sysco CorpSYYShares$11.4M159K
Packaging Corp AmerPKGShares$11.3M53K
Interactive Brokers Group InIBKRShares$11.1M166K
Sprouts Fmrs Mkt IncSFMShares$11.1M144K
Broadridge Finl Solutions InBRShares$11.1M68K
Bhp Billiton LimitedBHPShares$11.1M152K
Corpay IncCPAYShares$11.0M38K
Rio Tinto PlcRIOShares$11.0M118K
Barrick Mng CorpBShares$10.9M267K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.