Moran Wealth Management, LLC
CIK 1965334
13F filing for Q2 2026・No. 1,207
- Holdings
- US$3.31B
- Quarter change
- +US$40.19M
- Entries
- 815
- Net bought (estimate)
- +US$16.02M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 88
- Sold out 71
- Cut 226
- Added 176
- Corporate actions 0
- Unchanged 1
Largest holdings
491 stocks worth US$3.67B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AVGOBroadcomcs | Cut | 174,797 | US$66.03M | 1.80% |
| NVDANvidiacs | Added | 313,984 | US$62.83M | 1.71% |
| PHParker-Hannifin Corpcs | Cut | 58,956 | US$57.67M | 1.57% |
| TTTrane Technologies Plccs | Cut | 109,513 | US$53.79M | 1.47% |
| LRCXLam Research Corp Newcs | Added | 118,675 | US$51.43M | 1.40% |
| TSMTSMC ADRad | Cut | 103,313 | US$49.34M | 1.35% |
| RSPInvesco S&P 500 Equal Weight ECOM | Cut | 207,812 | US$44.22M | 1.21% |
| CATCaterpillar Inccs | Cut | 39,277 | US$41.83M | 1.14% |
| HWMHowmet Aerospace Inccs | Cut | 148,919 | US$40.04M | 1.09% |
| WSMWilliams Sonoma Inccs | Cut | 162,177 | US$37.8M | 1.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.