Portfolio (Quarterly) Guide ↗

Moran Wealth Management, LLC

· CIK 0001965334

13F Portfolio $3.3B AUM 780 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 86 New 213 Added 165 Reduced 97 Exited

Page 1 of 5 · 97 positions

1 2 3 …5 Next →

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CL	COLGATE PALMOLIVE CO	Consumer Defensive	192,436	$15.2M	0.47%	SOLD
2	WRB	BERKLEY W R CORP	Financial Services	172,670	$12.1M	0.37%	SOLD
3	TEL	TE CONNECTIVITY PLC	Technology	44,138	$10.0M	0.31%	SOLD
4	TKO	TKO GROUP HOLDINGS INC	Communication Services	39,082	$8.2M	0.25%	SOLD
5	PFGC	PERFORMANCE FOOD GROUP CO	Consumer Defensive	84,680	$7.6M	0.23%	SOLD
6	BRO	BROWN & BROWN INC	Financial Services	93,521	$7.5M	0.23%	SOLD
7	SPY	SPDR S&P 500 ETF TR	Financial Services	10,864	$7.4M	0.23%	SOLD
8	IWV	ISHARES TR	—	18,660	$7.2M	0.22%	SOLD
9	MLI	MUELLER INDS INC	Industrials	58,728	$6.7M	0.21%	SOLD
10	TTD	THE TRADE DESK INC	Technology	148,567	$5.6M	0.17%	SOLD
11	DECK	DECKERS OUTDOOR CORP	Consumer Cyclical	51,291	$5.3M	0.16%	SOLD
12	PRI	PRIMERICA INC	Financial Services	20,522	$5.3M	0.16%	SOLD
13	PODD	INSULET CORP	Healthcare	18,252	$5.2M	0.16%	SOLD
14	ANDE	ANDERSONS INC	Consumer Defensive	94,981	$5.1M	0.15%	SOLD
15	ADP	AUTOMATIC DATA PROCESSING IN	Industrials	19,136	$4.9M	0.15%	SOLD
16	EHC	ENCOMPASS HEALTH CORP	Healthcare	38,111	$4.0M	0.12%	SOLD
17	IT	GARTNER INC	Technology	13,938	$3.5M	0.11%	SOLD
18	ICE	INTERCONTINENTAL EXCHANGE IN	Financial Services	20,543	$3.3M	0.10%	SOLD
19	YELP	YELP INC	Communication Services	108,797	$3.3M	0.10%	SOLD
20	CNMD	CONMED CORP	Healthcare	65,812	$2.7M	0.08%	SOLD

Page 1 of 5 · 97 positions

1 2 3 …5 Next →

Sector Allocation

Technology 23.4%

Industrials 19.3%

Financial Services 13.1%

Consumer Cyclical 10.1%

Healthcare 9.3%

Consumer Defensive 7.0%

Energy 5.7%

Communication Services 4.9%

Basic Materials 4.4%

Real Estate 2.3%