§ 13F · FUND PROFILE
Moran Wealth Management, LLC.
AUM · $3.7B (13F)Positions · 853Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$240M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | 170K | $64M | 1.7% | −8% |
| 2 | PH | Parker-Hannifin Corp | 59K | $57M | 1.6% | −5% |
| 3 | NVDA | Nvidia Corporation | 278K | $56M | 1.5% | ±0% |
| 4 | TT | Trane Technologies Plc | 109K | $53M | 1.5% | −5% |
| 5 | LRCX | Lam Research Corp New | 117K | $51M | 1.4% | +34% |
| 6 | TSM | Taiwan Semiconductor Mfg Ltd S | 103K | $49M | 1.3% | −16% |
| 7 | RSP | Invesco S&P 500 Equal Weight E | 208K | $44M | 1.2% | −4% |
| 8 | CAT | Caterpillar Inc | 39K | $41M | 1.1% | −17% |
| 9 | HWM | Howmet Aerospace Inc | 148K | $40M | 1.1% | −6% |
| 10 | WSM | Williams Sonoma Inc | 161K | $37M | 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 $3.7 billion in assets. The fund runs a broad portfolio of 853 positions.
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