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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 24 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DIEBOLD NIXDORF INC 2,885.0 $218K 0.01% NEW $75.44
462 STNG SCORPIO TANKERS INC Energy 2,887.0 $216K 0.01% NEW $74.66 +6.5%
463 GHM GRAHAM CORP Industrials 2,730.0 $215K 0.01% NEW $78.92 +25.8%
464 VVX V2X INC Industrials 3,135.0 $215K 0.01% NEW $68.50 +9.3%
465 KALU KAISER ALUMINIUM CORPORATION Basic Materials 1,776.0 $214K 0.01% NEW $120.51 +50.1%
466 INHIBRX BIOSCIENCES INC 3,163.0 $213K 0.01% NEW $67.23
467 VSNT VERSANT MEDIA GROUP INC Industrials 5,736.0 $212K 0.01% NEW $37.02 +16.7%
468 RNG RINGCENTRAL INC Technology 5,630.0 $209K 0.01% NEW $37.19 +15.6%
469 CVNA CARVANA CO Consumer Cyclical 664.0 $209K 0.01% NEW $314.38 -77.2%
470 RL RALPH LAUREN CORP Consumer Cyclical 600.0 $206K 0.01% NEW $343.99 +12.9%
471 UFCS UNITED FIRE GROUP INC Financial Services 5,515.0 $204K 0.01% NEW $37.06 +27.5%
472 GAP GAP INC Consumer Cyclical 8,408.0 $203K 0.01% NEW $24.20 -3.2%
473 PATH UIPATH INC Technology 14,366.0 $159K 0.01% NEW $11.10 +2.1%
474 OPFI OPPFI INC Technology 10,908.0 $84K 0.00% NEW $7.71 +5.9%
Page 24 of 24  ·  474 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%