Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Moran Wealth Management, LLC (CIK 1965334) reported $3.27B across 469 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($58.6M, 1.79%), PH ($55.6M, 1.70%), NVDA ($54.6M, 1.67%), TT ($48.1M, 1.47%), EOG ($43.7M, 1.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $58.6M | 1.79% | 189,286 | Trimmed |
| 2 | PH | PARKER-HANNIFIN CORP | $55.6M | 1.70% | 62,133 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $54.6M | 1.67% | 313,149 | Trimmed |
| 4 | TT | TRANE TECHNOLOGIES PLC | $48.1M | 1.47% | 115,374 | Trimmed |
| 5 | EOG | EOG RES INC | $43.7M | 1.34% | 301,981 | Added |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $41.8M | 1.28% | 217,549 | Added |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $41.5M | 1.27% | 122,945 | Trimmed |
| 8 | HWM | HOWMET AEROSPACE INC | $36.4M | 1.12% | 158,056 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $33.9M | 1.04% | 91,657 | Trimmed |
| 10 | CAT | CATERPILLAR INC | $33.5M | 1.03% | 47,323 | Trimmed |
| 11 | WSM | WILLIAMS SONOMA INC | $31.5M | 0.96% | 172,560 | Trimmed |
| 12 | AMP | AMERIPRISE FINL INC | $31.3M | 0.96% | 70,412 | Added |
| 13 | ZTS | ZOETIS INC | $29.2M | 0.90% | 247,304 | Added |
| 14 | T | AT&T INC | $29.3M | 0.90% | 1.0M | Trimmed |
| 15 | CDNS | CADENCE DESIGN SYSTEM INC | $29.0M | 0.89% | 104,512 | Trimmed |
| 16 | FDX | FEDEX CORP | $26.8M | 0.82% | 75,254 | Trimmed |
| 17 | MRK | MERCK & CO INC | $26.5M | 0.81% | 220,292 | Trimmed |
| 18 | LIN | LINDE PLC | $25.5M | 0.78% | 51,421 | Trimmed |
| 19 | V | VISA INC | $25.6M | 0.78% | 84,584 | Added |
| 20 | PCAR | PACCAR INC | $25.6M | 0.78% | 221,405 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $25.5M | 0.78% | 86,785 | Trimmed |
| 22 | LMT | LOCKHEED MARTIN CORP | $25.2M | 0.77% | 41,736 | Trimmed |
| 23 | APH | AMPHENOL CORP | $24.8M | 0.76% | 195,887 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $23.7M | 0.73% | 82,533 | Trimmed |
| 25 | NTAP | NETAPP INC | $23.1M | 0.71% | 225,310 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31