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Portfolio (Quarterly) Guide ↗

Morton Brown Family Wealth, LLC

· CIK 0001909851
13F Portfolio $441M AUM 416 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 135 New 97 Added 34 Reduced 11 Exited
Page 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TROW PRICE T ROWE GROUP INC COM Financial Services 4.0 $455.0 NEW $113.75 -1.6%
122 SNPS SYNOPSYS INC COM Technology 1.0 $446.0 NEW $446.00 -8.4%
123 BIIB BIOGEN INC COM Healthcare 2.0 $432.0 NEW $216.00 +2.7%
124 STE STERIS PLC SHS USD Healthcare 2.0 $421.0 NEW $210.50 +11.9%
125 EXC EXELON CORP COM Utilities 9.0 $420.0 NEW $46.67 -5.1%
126 CMCSA COMCAST CORP NEW CL A Communication Services 17.0 $417.0 NEW $24.53 +10.2%
127 EA ELECTRONIC ARTS INC COM Communication Services 2.0 $410.0 NEW $205.00 +2.3%
128 CBRE CBRE GROUP INC CL A Real Estate 3.0 $404.0 NEW $134.67 +11.5%
129 NDAQ NASDAQ INC COM Financial Services 5.0 $394.0 NEW $78.80 +25.6%
130 KR KROGER CO COM Consumer Defensive 7.0 $389.0 NEW $55.57 +5.5%
131 AVB AVALONBAY CMNTYS INC COM Real Estate 2.0 $377.0 NEW $188.50 -2.4%
132 ROP ROPER TECHNOLOGIES INC COM Industrials 1.0 $338.0 NEW $338.00 +22.2%
133 DOW DOW HLDGS INC COM Basic Materials 12.0 $328.0 NEW $27.33 +10.7%
134 FEDEX FGHT HLDG CO INC COMMON STOCK 2.0 $302.0 NEW $151.00
135 UNIT UNITI GROUP LLC COM SHS Real Estate 4.0 $46.0 NEW $11.50 -11.3%
Page 7 of 7  ·  135 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 59.7%
Technology 22.5%
Industrials 3.6%
Consumer Cyclical 3.0%
Basic Materials 2.8%
Healthcare 2.3%
Communication Services 2.0%
Consumer Defensive 2.0%
Utilities 1.2%
Energy 0.9%