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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 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CL Colgate Palmolive Co Consumer Defensive 2,688.0 $246K 0.01% NEW $91.68 +0.4%
82 CIEN Ciena Corp New Technology 475.0 $233K 0.01% NEW $490.56 -17.6%
83 MRAM Everspin Technologies Inc Technology 9,313.0 $225K 0.01% NEW $24.18 -27.2%
84 WFC Wells Fargo Co Financial Services 2,668.0 $220K 0.01% NEW $82.64 +3.1%
85 LINC Lincoln Educational Services C Consumer Defensive 4,338.0 $216K 0.01% NEW $49.90 -48.7%
86 NVT Nvent Electric Plc Industrials 1,247.0 $212K 0.01% NEW $169.61 -8.5%
87 Daiwa Secs Grp Inc Sponsored A 11,407.0 $113K 0.00% NEW $9.94
88 L Y Corporation Unsponsored Ad 10,548.0 $56K 0.00% NEW $5.31
Page 5 of 5  ·  88 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
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%