EdgeMarket › What Moran Wealth Management, Llc reported owning
What Moran Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.3BPositions
474Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AVGO Broadcom Inc. | 58.6M | 1.8% | 189.3K | 368.45 | +26.5% |
| PH Parker-Hannifin Corp | 55.6M | 1.7% | 62.1K | 1,001.74 | +34.8% |
| NVDA NVIDIA CORP | 54.6M | 1.7% | 313.1K | 214.72 | +22.4% |
| TT Trane Technologies plc | 48.1M | 1.5% | 115.4K | 453.43 | +6.4% |
| EOG EOG RESOURCES INC | 43.7M | 1.3% | 302.0K | 153.05 | +29.3% |
| RSP Invesco S&P 500 Equal Weight ETF | 41.8M | 1.3% | 217.5K | 221.67 | +18.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 41.5M | 1.3% | 122.9K | 418.95 | +83.3% |
| HWM Howmet Aerospace Inc. | 36.4M | 1.1% | 158.1K | 271.68 | +58.0% |
| MSFT MICROSOFT CORP | 33.9M | 1.0% | 91.7K | 483.24 | -4.4% |
| CAT CATERPILLAR INC | 33.5M | 1.0% | 47.3K | 827.90 | +96.8% |
| WSM WILLIAMS SONOMA INC | 31.5M | 1.0% | 172.6K | 237.58 | +19.2% |
| AMP AMERIPRISE FINANCIAL INC | 31.3M | 1.0% | 70.4K | 555.59 | +9.9% |
| T AT&T INC. | 29.3M | 0.9% | 1.0M | 25.29 | -13.6% |
| ZTS Zoetis Inc. | 29.2M | 0.9% | 247.3K | 77.73 | -50.4% |
| CDNS CADENCE DESIGN SYSTEMS INC | 29.0M | 0.9% | 104.5K | 319.02 | -7.7% |
| FDX FEDEX CORP | 26.8M | 0.8% | 75.3K | 325.08 | +43.1% |
| MRK Merck & Co., Inc. | 26.5M | 0.8% | 220.3K | 152.55 | +80.2% |
| PCAR PACCAR INC | 25.6M | 0.8% | 221.4K | 131.03 | +33.5% |
| V VISA INC. | 25.6M | 0.8% | 84.6K | 371.04 | +7.9% |
| JPM JPMORGAN CHASE & CO | 25.5M | 0.8% | 86.8K | 351.58 | +20.3% |
| LIN LINDE PLC | 25.5M | 0.8% | 51.4K | 487.57 | +1.1% |
| LMT LOCKHEED MARTIN CORP | 25.2M | 0.8% | 41.7K | 563.57 | +26.4% |
| APH AMPHENOL CORP /DE/ | 24.8M | 0.8% | 195.9K | 157.01 | +44.5% |
| GOOGL Alphabet Inc. | 23.7M | 0.7% | 82.5K | 344.82 | +73.0% |
| NTAP NetApp, Inc. | 23.1M | 0.7% | 225.3K | 192.27 | +77.3% |
| CME CME GROUP INC. | 22.9M | 0.7% | 77.5K | 274.98 | +0.1% |
| ANET Arista Networks, Inc. | 22.4M | 0.7% | 182.6K | 188.65 | +43.5% |
| JNJ JOHNSON & JOHNSON | 22.2M | 0.7% | 90.9K | 270.24 | +51.1% |
| GOOG Alphabet Inc. | 22.1M | 0.7% | 77.0K | 341.75 | +70.7% |
| TXN TEXAS INSTRUMENTS INC | 21.7M | 0.7% | 112.0K | 264.36 | +31.7% |
| RSG REPUBLIC SERVICES, INC. | 21.5M | 0.7% | 98.1K | 220.67 | -6.5% |
| PGR PROGRESSIVE CORP/OH/ | 21.3M | 0.7% | 107.7K | 219.28 | -13.2% |
| CSCO CISCO SYSTEMS, INC. | 21.3M | 0.7% | 274.9K | 111.04 | +65.5% |
| DGX QUEST DIAGNOSTICS INC | 21.2M | 0.7% | 108.4K | 244.39 | +32.5% |
| CASY CASEYS GENERAL STORES INC | 20.8M | 0.6% | 28.6K | 835.74 | +62.8% |
| AFL AFLAC INC | 20.7M | 0.6% | 188.3K | 116.07 | +7.6% |
| META Meta Platforms, Inc. | 20.6M | 0.6% | 36.0K | 549.90 | -26.5% |
| MCK MCKESSON CORP | 20.3M | 0.6% | 23.4K | 858.90 | +22.2% |
| MSI Motorola Solutions, Inc. | 20.2M | 0.6% | 46.6K | 480.47 | +4.0% |
| WMT Walmart Inc. | 20.0M | 0.6% | 161.2K | 103.70 | +1.1% |
| ETN Eaton Corp plc | 19.5M | 0.6% | 54.4K | 419.20 | +21.1% |
| PG PROCTER & GAMBLE Co | 19.4M | 0.6% | 134.6K | 144.68 | -9.3% |
| AMZN AMAZON COM INC | 19.2M | 0.6% | 92.3K | 258.63 | +15.6% |
| LRCX LAM RESEARCH CORP | 19.0M | 0.6% | 88.8K | 314.00 | +216.7% |
| CVX CHEVRON CORP | 18.7M | 0.6% | 90.4K | 205.27 | +34.0% |
| KR KROGER CO | 18.6M | 0.6% | 256.6K | 57.90 | -19.4% |
| COR Cencora, Inc. | 18.5M | 0.6% | 58.8K | 318.04 | +4.7% |
| PHM PULTEGROUP INC/MI/ | 18.5M | 0.6% | 157.1K | 129.00 | +1.9% |
| PWR QUANTA SERVICES, INC. | 18.3M | 0.6% | 33.4K | 639.34 | +70.1% |
| IRM IRON MOUNTAIN INC | 17.7M | 0.5% | 173.4K | 122.02 | +33.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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