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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 9 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EQT EQT CORP Energy 3,890.0 $248K 0.01% -4K -52.0% $63.64 -11.1%
162 ORCL ORACLE CORP Technology 1,631.0 $240K 0.01% -542.0 -24.9% $147.11 +29.9%
163 SNOW SNOWFLAKE INC Technology 1,492.0 $225K 0.01% -15.0 -1.0% $150.82 +18.5%
164 DHR DANAHER CORP DEL Healthcare 1,171.0 $222K 0.01% -1K -52.7% $189.60 -8.8%
165 MDB MONGODB INC Technology 893.0 $219K 0.01% -70.0 -7.3% $244.77 +27.1%
Page 9 of 9  ·  165 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 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%