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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 20 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CARNIVAL CORP LTD COMMON SHARES 17.0 $486.0 NEW $28.59
382 CBOE CBOE GLOBAL MKTS INC COM Financial Services 2.0 $485.0 NEW $242.50 +27.3%
383 XEL XCEL ENERGY INC COM Utilities 6.0 $482.0 NEW $80.33 -3.9%
384 HAL HALLIBURTON CO COM Energy 14.0 $475.0 NEW $33.93 -0.4%
385 GRMN GARMIN LTD SHS Technology 2.0 $475.0 NEW $237.50 +21.5%
386 WEC WEC ENERGY GROUP INC COM Utilities 4.0 $467.0 NEW $116.75 -8.6%
387 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 100.0 $462.0 $4.62 -22.1%
388 DG DOLLAR GEN CORP COM Consumer Defensive 4.0 $460.0 NEW $115.00 +6.6%
389 TROW PRICE T ROWE GROUP INC COM Financial Services 4.0 $455.0 NEW $113.75 -0.8%
390 SNPS SYNOPSYS INC COM Technology 1.0 $446.0 NEW $446.00 -8.3%
391 BIIB BIOGEN INC COM Healthcare 2.0 $432.0 NEW $216.00 +2.2%
392 STE STERIS PLC SHS USD Healthcare 2.0 $421.0 NEW $210.50 +12.3%
393 EXC EXELON CORP COM Utilities 9.0 $420.0 NEW $46.67 -5.0%
394 CMCSA COMCAST CORP NEW CL A Communication Services 17.0 $417.0 NEW $24.53 +10.5%
395 D DOMINION ENERGY INC COM Utilities 6.0 $410.0 -33.0 -84.6% $68.33 -2.1%
396 EA ELECTRONIC ARTS INC COM Communication Services 2.0 $410.0 NEW $205.00 +2.3%
397 CBRE CBRE GROUP INC CL A Real Estate 3.0 $404.0 NEW $134.67 +12.6%
398 VOE VANGUARD MID-CAP VALUE ETF 2.0 $395.0 $197.50 +5.7%
399 IWO ISHARES RUSSELL 2000 GROWTH ETF 1.0 $394.0 $394.00 -2.1%
400 NDAQ NASDAQ INC COM Financial Services 5.0 $394.0 NEW $78.80 +25.3%
Page 20 of 21  ·  416 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%