Moran Wealth Management, LLC 13F Holdings · Q2 2026
Moran Wealth Management, LLC reported 491 securities worth $3.67B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVGO (1.80%), NVDA (1.71%), PH (1.57%). Among its top 25 positions this quarter: 8 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | $66.0M | 1.80% | 174,797 | Trimmed |
| 2 | NVDA | Nvidia Corporation | $62.8M | 1.71% | 313,984 | Added |
| 3 | PH | Parker-Hannifin Corp | $57.7M | 1.57% | 58,956 | Trimmed |
| 4 | TT | Trane Technologies Plc | $53.8M | 1.47% | 109,513 | Trimmed |
| 5 | LRCX | Lam Research Corp New | $51.4M | 1.40% | 118,675 | Added |
| 6 | TSM | Taiwan Semiconductor Mfg Ltd S | $49.3M | 1.35% | 103,313 | Trimmed |
| 7 | RSP | Invesco S&P 500 Equal Weight E | $44.2M | 1.21% | 207,812 | Trimmed |
| 8 | CAT | Caterpillar Inc | $41.8M | 1.14% | 39,277 | Trimmed |
| 9 | HWM | Howmet Aerospace Inc | $40.0M | 1.09% | 148,919 | Trimmed |
| 10 | WSM | Williams Sonoma Inc | $37.8M | 1.03% | 162,177 | Trimmed |
| 11 | MSFT | Microsoft Corp | $36.2M | 0.99% | 97,043 | Added |
| 12 | CDNS | Cadence Design System Inc | $35.6M | 0.97% | 94,960 | Trimmed |
| 13 | EOG | Eog Resources Inc | $35.4M | 0.97% | 272,856 | Trimmed |
| 14 | AMAT | Applied Materials Inc | $33.6M | 0.92% | 46,459 | Trimmed |
| 15 | APH | Amphenol Corp Cl A | $32.9M | 0.90% | 186,732 | Trimmed |
| 16 | NTAP | Netapp Inc | $32.4M | 0.88% | 209,544 | Trimmed |
| 17 | AMP | Ameriprise Financial Inc | $31.2M | 0.85% | 68,051 | Trimmed |
| 18 | GOOGL | Alphabet Inc Cap Stock Cl A | $30.1M | 0.82% | 84,341 | Added |
| 19 | TXN | Texas Instruments Inc | $30.2M | 0.82% | 101,280 | Trimmed |
| 20 | ANET | Arista Networks Inc | $29.3M | 0.80% | 172,638 | Trimmed |
| 21 | ZTS | Zoetis Inc Cl A | $29.5M | 0.80% | 410,762 | Added |
| 22 | JPM | Jpmorgan Chase & Co | $28.5M | 0.78% | 86,958 | Added |
| 23 | KLAC | Kla Corp New | $28.8M | 0.78% | 95,358 | Added |
| 24 | MU | Micron Technology Inc | $27.5M | 0.75% | 23,844 | Added |
| 25 | V | Visa Inc Cl A | $27.4M | 0.75% | 79,975 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR