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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 22 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 C Citigroup Inc New Financial Services 3,499.0 $490K 0.01% NEW $139.96 -4.6%
422 DGII DIGI INTL INC Technology 6,399.0 $480K 0.01% +135.0 +2.2% $74.95 +1.5%
423 KEYS Keysight Technologies Inc Technology 1,357.0 $475K 0.01% +110.0 +8.8% $350.07 -8.1%
424 CMDB Costamare Bulkers Holdings Ltd Industrials 26,700.0 $469K 0.01% +6K +30.4% $17.56 +13.3%
425 ABBV Abbvie Inc Healthcare 1,863.0 $469K 0.01% NEW $251.64 +4.5%
426 EMXC Ishares Msci Emerging Markets 4,549.0 $465K 0.01% -1K -19.6% $102.30 -4.0%
427 BAC Bank Of America Corp Financial Services 7,873.0 $449K 0.01% -17K -68.9% $56.98 +9.2%
428 RNA Atrium Therapeutics Inc Healthcare 33,320.0 $448K 0.01% NEW $13.45 +3.0%
429 ORCL Oracle Corp Technology 3,033.0 $444K 0.01% +1K +86.0% $146.55 +1.6%
430 COHR Coherent Corp Technology 1,115.0 $440K 0.01% +101.0 +10.0% $394.47 -25.4%
431 Millrose Properties Inc Cl A 13,927.0 $419K 0.01% +3K +33.1% $30.05
432 BHE BENCHMARK ELECTRS INC Technology 4,081.0 $403K 0.01% +74.0 +1.9% $98.67 -26.7%
433 LLYVA Liberty Live Holdings Inc Ser 3,942.0 $399K 0.01% +948.0 +31.7% $101.26
434 FISV Fiserv Inc Technology 7,804.0 $383K 0.01% -400.0 -4.9% $49.05 +6.9%
435 SEG Seagate Entertainment Real Estate 14,330.0 $381K 0.01% +3K +31.1% $26.60 +1.6%
436 CM Canadian Imp Bank Comm Financial Services 3,253.0 $374K 0.01% +232.0 +7.7% $115.00 +2.8%
437 SPMO Invesco S&P 500 Momentum Etf 2,286.0 $369K 0.01% $161.54 -8.7%
438 SOLV Solventum Corp Healthcare 4,711.0 $363K 0.01% +1K +32.1% $77.15 +18.6%
439 CSTM Constellium Se Cl A Basic Materials 11,272.0 $359K 0.01% +247.0 +2.2% $31.87 -14.7%
440 WS Worthington Stl Inc Basic Materials 10,638.0 $357K 0.01% +3K +32.5% $33.58 +1.0%
Page 22 of 25  ·  491 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%