Portfolio (Quarterly) Guide ↗

Moran Wealth Management, LLC

· CIK 0001965334

13F Portfolio $3.7B AUM 815 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 88 New 171 Added 217 Reduced 71 Exited

Page 1 of 4 · 71 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LOW	LOWES COS INC	Consumer Cyclical	67,054	$15.8M	0.48%	SOLD
2	INTU	INTUIT	Technology	36,256	$15.7M	0.48%	SOLD
3	COLO	GLOBAL X FDS	—	294,851	$11.7M	0.36%	SOLD
4	BR	BROADRIDGE FINL SOLUTIONS IN	Technology	68,105	$11.1M	0.34%	SOLD
5	GIS	GENERAL MILLS INC	Consumer Defensive	258,987	$9.6M	0.29%	SOLD
6	USFD	US FOODS HLDG CORP	Consumer Defensive	95,501	$8.8M	0.27%	SOLD
7	UHS	UNIVERSAL HLTH SVCS INC	Healthcare	46,776	$8.4M	0.26%	SOLD
8	BSX	BOSTON SCIENTIFIC CORP	Healthcare	132,336	$8.3M	0.25%	SOLD
9	CCL	CARNIVAL CORP	Consumer Cyclical	297,035	$7.7M	0.23%	SOLD
10	CMG	CHIPOTLE MEXICAN GRILL INC	Consumer Cyclical	217,172	$7.0M	0.21%	SOLD
11	OC	OWENS CORNING NEW	Industrials	63,525	$6.9M	0.21%	SOLD
12	CTRA	COTERRA ENERGY INC	Energy	177,930	$6.3M	0.19%	SOLD
13	PPC	PILGRIMS PRIDE CORP	Consumer Defensive	154,831	$5.8M	0.18%	SOLD
14	HIG	HARTFORD INSURANCE GROUP INC	Financial Services	42,780	$5.8M	0.18%	SOLD
15	CMCSA	COMCAST CORP NEW	Communication Services	198,340	$5.7M	0.17%	SOLD
16	SSD	SIMPSON MFG INC	Industrials	30,461	$5.2M	0.16%	SOLD
17	INGR	INGREDION INC	Consumer Defensive	46,368	$5.2M	0.16%	SOLD
18	LULU	LULULEMON ATHLETICA INC	Consumer Cyclical	33,342	$5.1M	0.16%	SOLD
19	ONON	ON HLDG AG	Consumer Cyclical	133,788	$4.6M	0.14%	SOLD
20	CRDO	CREDO TECHNOLOGY GROUP HOLDI	Technology	48,269	$4.5M	0.14%	SOLD

Page 1 of 4 · 71 positions

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Sector Allocation

Technology 29.4%

Industrials 19.2%

Financial Services 11.8%

Consumer Cyclical 10.0%

Healthcare 9.8%

Consumer Defensive 5.6%

Energy 4.6%

Basic Materials 3.8%

Communication Services 3.2%

Real Estate 2.2%