§ 13F · FUND PROFILE
Moran Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3244.9T (13F)Positions · 660Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$124.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 204K | $70.6T | 2.2% | −11% |
| 2 | PH | PARKER-HANNIFIN CORP | 73K | $64.2T | 2.0% | −9% |
| 3 | NVDA | NVIDIA CORPORATION | 302K | $56.2T | 1.7% | −5% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 156K | $47.5T | 1.5% | −11% |
| 5 | TT | TRANE TECHNOLOGIES PLC | 119K | $46.4T | 1.4% | −6% |
| 6 | MSFT | MICROSOFT CORP | 95K | $46.1T | 1.4% | −11% |
| 7 | PGR | PROGRESSIVE CORP | 169K | $38.5T | 1.2% | +26% |
| 8 | CDNS | CADENCE DESIGN SYSTEM INC | 121K | $37.8T | 1.2% | −14% |
| 9 | GRMN | GARMIN LTD | 182K | $36.8T | 1.1% | −5% |
| 10 | HWM | HOWMET AEROSPACE INC | 177K | $36.3T | 1.1% | −17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MORAN SIGNAL
AC read
Moran Wealth Management, LLC is a Other fund managing $3244888.1 trillion in assets. The fund runs a broad portfolio of 660 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed