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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 5 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SBAC Sba Communications Corp Cl A Real Estate 79,284.0 $14.0M 0.38% -2K -2.9% $176.46 +5.4%
82 SNA Snap On Inc Industrials 34,673.0 $14.0M 0.38% +10K +39.3% $402.40 -1.2%
83 NOBL ProShares S&P 500 Dividend Ari 246,492.0 $13.8M 0.38% +240K +4002.1% $56.16 +4.7%
84 KR Kroger Co Consumer Defensive 248,010.0 $13.8M 0.38% -9K -3.3% $55.53 +5.4%
85 JBL Jabil Inc Technology 35,639.0 $13.7M 0.38% -3K -8.0% $385.47 -19.3%
86 PCAR Paccar Inc Industrials 114,192.0 $13.7M 0.37% -107K -48.4% $120.12 +7.6%
87 IBKR INTERACTIVE BROKERS GRP Financial Services 157,379.0 $13.7M 0.37% -9K -5.2% $87.04 +11.5%
88 ASX Ase Technology Holding Co Ltd Technology 301,766.0 $13.6M 0.37% -85K -22.1% $45.12 -17.4%
89 UMC United Microelectronics Corp S Technology 500,125.0 $13.6M 0.37% -410K -45.1% $27.21 -30.1%
90 Technipfmc Plc 200,712.0 $13.3M 0.36% -10K -4.7% $66.30
91 Ingersoll Rand Inc 161,512.0 $13.2M 0.36% -10K -5.8% $81.99
92 CI Cigna Group Com Healthcare 48,012.0 $13.2M 0.36% -363.0 -0.8% $275.68 +1.9%
93 EWP Ishares Msci Spain Etf 222,606.0 $13.2M 0.36% +57K +34.1% $59.39 +5.9%
94 BLK Blackrock Inc Financial Services 13,633.0 $13.1M 0.36% +4K +39.8% $961.56 +22.0%
95 PEP Pepsico Inc Consumer Defensive 96,651.0 $13.1M 0.36% -2K -2.2% $135.40 +5.0%
96 Corpay Inc 38,824.0 $12.9M 0.35% +955.0 +2.5% $333.27
97 IWS Ishares Russell Mid-Cap Value 78,357.0 $12.9M 0.35% +76K +3174.4% $164.60 +4.6%
98 SYY Sysco Corp Consumer Defensive 154,028.0 $12.9M 0.35% -5K -3.2% $83.58 -0.4%
99 EWZ ISHARES MSCI BRAZIL CAPPED IND 364,938.0 $12.6M 0.34% +8K +2.3% $34.50 +3.5%
100 SPOT Spotify Technology Sa Communication Services 27,416.0 $12.6M 0.34% -637.0 -2.3% $459.13 +19.8%
Page 5 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%