§ 13F · FUND PROFILE
Moran Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.3B (13F)Positions · 491Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$131M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 188K | $58M | 1.8% | −8% |
| 2 | PH | PARKER-HANNIFIN CORP | 62K | $56M | 1.7% | −15% |
| 3 | NVDA | NVIDIA CORPORATION | 290K | $51M | 1.5% | −1% |
| 4 | TT | TRANE TECHNOLOGIES PLC | 115K | $48M | 1.5% | −3% |
| 5 | EOG | EOG RES INC | 302K | $44M | 1.3% | +4% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 218K | $42M | 1.3% | +4499% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 122K | $41M | 1.3% | −21% |
| 8 | HWM | HOWMET AEROSPACE INC | 158K | $36M | 1.1% | −11% |
| 9 | CAT | CATERPILLAR INC | 47K | $33M | 1.0% | −15% |
| 10 | MSFT | MICROSOFT CORP | 89K | $33M | 1.0% | −6% |
§ 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 $3.3 billion in assets. The fund runs a broad portfolio of 491 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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