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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 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 COP CONOCOPHILLIPS Energy 3,234 $303K 0.01% SOLD
62 APP APPLOVIN CORP Technology 446 $301K 0.01% SOLD
63 USB US BANCORP DEL Financial Services 5,577 $298K 0.01% SOLD
64 REV GROUP INC 4,822 $293K 0.01% SOLD
65 PM PHILIP MORRIS INTL INC Consumer Defensive 1,816 $291K 0.01% SOLD
66 TYL TYLER TECHNOLOGIES INC Technology 640 $291K 0.01% SOLD
67 CSGP COSTAR GROUP INC Real Estate 4,298 $289K 0.01% SOLD
68 LVS LAS VEGAS SANDS CORP Consumer Cyclical 4,249 $277K 0.01% SOLD
69 BIO BIO RAD LABS INC Healthcare 899 $272K 0.01% SOLD
70 DAL DELTA AIR LINES INC DEL Industrials 3,896 $270K 0.01% SOLD
71 VIKING HOLDINGS LTD 3,590 $256K 0.01% SOLD
72 DLB DOLBY LABORATORIES INC Technology 3,837 $246K 0.01% SOLD
73 MANH MANHATTAN ASSOCIATES INC Technology 1,395 $242K 0.01% SOLD
74 RACE FERRARI N V Consumer Cyclical 645 $242K 0.01% SOLD
75 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 840 $241K 0.01% SOLD
76 ENTG ENTEGRIS INC Technology 2,840 $239K 0.01% SOLD
77 FAST FASTENAL CO Industrials 5,850 $235K 0.01% SOLD
78 RVLV REVOLVE GROUP INC Consumer Cyclical 7,597 $229K 0.01% SOLD
79 DOX AMDOCS LTD Technology 2,795 $225K 0.01% SOLD
80 DDOG DATADOG INC Technology 1,653 $225K 0.01% SOLD
Page 4 of 5  ·  97 positions
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%