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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 23 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ACWI Ishares Msci Acwi Index Fund 2,263.0 $355K 0.01% -14K -86.1% $156.97 +2.5%
442 TIGO MILLICOM INTL CELLULAR Communication Services 3,699.0 $336K 0.01% +203.0 +5.8% $90.76 +5.9%
443 SNOW Snowflake Inc CL A Technology 1,310.0 $333K 0.01% -182.0 -12.2% $254.50 +23.9%
444 GHM GRAHAM CORP Industrials 2,680.0 $332K 0.01% -50.0 -1.8% $123.79 -25.8%
445 SNX Td Synnex Corporation Technology 1,221.0 $326K 0.01% NEW $267.34 -4.6%
446 IWR Ishares Russell Mid-Cap Etf 2,952.0 $326K 0.01% $110.32 +2.6%
447 GS Goldman Sachs Group Inc Financial Services 320.0 $324K 0.01% NEW $1011.37 +2.9%
448 RTX Rtx Corporation Com Industrials 1,704.0 $323K 0.01% NEW $189.73 +11.7%
449 GTX Garrett Motion Inc Consumer Cyclical 8,903.0 $323K 0.01% NEW $36.23 -25.3%
450 EZPW Ezcorp Inc Cl A Non Vtg Financial Services 9,317.0 $322K 0.01% +201.0 +2.2% $34.57 -1.9%
451 FET Forum Energy Technologies Inc Energy 6,341.0 $319K 0.01% $50.23 +50.5%
452 MAR Marriott Intl Inc Cl A Consumer Cyclical 859.0 $318K 0.01% NEW $370.59 -3.2%
453 OSCR Oscar Health Inc Cl A Healthcare 11,006.0 $314K 0.01% NEW $28.52 +9.5%
454 AMTM Amentum Holdings Inc Industrials 15,076.0 $312K 0.01% -5K -23.0% $20.67 -0.3%
455 MICC Magnum Ice Cream Co Nv Ord Consumer Defensive 17,886.0 $312K 0.01% -1K -7.5% $17.42 +16.4%
456 SPDW SPDR Portfolio Developed Word 6,092.0 $307K 0.01% NEW $50.39 +3.4%
457 MYRG Myr Group Inc Industrials 604.0 $302K 0.01% NEW $500.40 -37.5%
458 MCRI Monarch Casino & Resort Inc Consumer Cyclical 2,280.0 $300K 0.01% NEW $131.61 -5.6%
459 JHG Janus Henderson Grp PLC Financial Services 5,697.0 $296K 0.01% +202.0 +3.7% $51.95 +0.0%
460 RELY Remitly Global Inc Technology 13,197.0 $296K 0.01% NEW $22.41 +14.9%
Page 23 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%