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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 11 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ADC AGREE REALTY CORP REIT Real Estate 14,229.0 $1.1M 0.03% -104.0 -0.7% $75.74 -2.7%
202 EPRT Essential Properties Realty Tr Real Estate 35,444.0 $1.1M 0.03% -262.0 -0.7% $29.85 +2.9%
203 TRNO Terreno Realty Corp Real Estate 16,132.0 $1.0M 0.03% -186.0 -1.1% $64.77 +4.3%
204 STAG STAG INDUSTRIAL INC Real Estate 26,813.0 $1.0M 0.03% -274.0 -1.0% $38.06 -2.3%
205 CUBE CUBESMART Real Estate 25,630.0 $1.0M 0.03% -158.0 -0.6% $39.77 +1.7%
206 EQIX Equinix Inc Real Estate 890.0 $928K 0.03% -2K -64.0% $1042.39 +3.6%
207 EMXC Ishares Msci Emerging Markets 4,549.0 $465K 0.01% -1K -19.6% $102.30 -4.0%
208 BAC Bank Of America Corp Financial Services 7,873.0 $449K 0.01% -17K -68.9% $56.98 +9.2%
209 FISV Fiserv Inc Technology 7,804.0 $383K 0.01% -400.0 -4.9% $49.05 +6.9%
210 ACWI Ishares Msci Acwi Index Fund 2,263.0 $355K 0.01% -14K -86.1% $156.97 +2.5%
211 SNOW Snowflake Inc CL A Technology 1,310.0 $333K 0.01% -182.0 -12.2% $254.50 +23.9%
212 GHM GRAHAM CORP Industrials 2,680.0 $332K 0.01% -50.0 -1.8% $123.79 -25.8%
213 AMTM Amentum Holdings Inc Industrials 15,076.0 $312K 0.01% -5K -23.0% $20.67 -0.3%
214 MICC Magnum Ice Cream Co Nv Ord Consumer Defensive 17,886.0 $312K 0.01% -1K -7.5% $17.42 +16.4%
215 ANAB Anaptysbio Inc Healthcare 3,981.0 $269K 0.01% -83.0 -2.0% $67.50 -14.1%
216 MDB Mongodb Inc Cl A Technology 782.0 $263K 0.01% -111.0 -12.4% $335.90 +20.9%
217 AFL Aflac Inc Financial Services 1,903.0 $223K 0.01% -186K -99.0% $117.25 +0.2%
Page 11 of 11  ·  217 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%