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CIK: 0001965334
Total reported value
$3.7B
$3.7B
474 檔
7.1%
In Q1 2026, Moran Wealth Management, LLC's U.S. equity holdings reached a combined market value of $3.7B, distributed across 474 disclosed stock positions.
Moran Wealth Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 23 new positions while fully exiting 27 holdings and trimming 74 positions.
Showing top 200 holdings (of 474 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 1.79% | +0.01% | -7.72% | |
| 2 | PH | Parker Hannifin CORP | Stock-Industrials | 1.70% | -0.13% | -14.97% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | +0.04% | -1.19% | |
| 4 | TT | Trane Technologies plc | Stock-Industrials | 1.47% | — | -3.17% | |
| 5 | EOG | Eog Resources Inc | Stock-Energy | 1.34% | -0.37% | +4.09% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.28% | -0.07% | +4499.34% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.27% | +0.08% | -21.43% | |
| 8 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.12% | -0.03% | -10.86% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.05% | -5.51% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 1.03% | +0.11% | -14.93% | |
| 11 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.96% | +0.07% | -12.83% | |
| 12 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.96% | -0.11% | +4.82% | |
| 13 | T | At&t Inc | Stock-Comm Services | 0.90% | -0.44% | -1.74% | |
| 14 | ZTS | Zoetis Inc | Stock-Healthcare | 0.90% | -0.10% | +21.98% | |
| 15 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.89% | +0.08% | -13.76% | |
| 16 | FDX | Fedex CORP | Stock-Industrials | 0.82% | -0.15% | -14.84% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | -0.07% | -7.04% | |
| 18 | PCAR | Paccar Inc | Stock-Industrials | 0.78% | -0.41% | -6.66% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.03% | +34.45% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | — | -2.71% | |
| 21 | LIN | Linde plc | Stock-Materials | 0.78% | -0.09% | -13.94% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.77% | -0.30% | -9.98% | |
| 23 | APH | Amphenol Corp-cl A | Stock-Tech | 0.76% | +0.14% | -4.33% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.09% | -8.85% | |
| 25 | NTAP | Netapp Inc | Stock-Tech | 0.71% | +0.17% | -7.36% | |
| 26 | CME | Cme Group Inc | Stock-Financials | 0.70% | -0.24% | +19.72% | |
| 27 | ANET | Arista Networks Inc | Stock-Tech | 0.69% | +0.11% | -2.38% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.06% | +15.44% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.03% | -10.87% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.67% | +0.15% | -6.88% | |
| 31 | RSG | Republic Services Inc | Stock-Industrials | 0.66% | -0.11% | -5.95% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.65% | -0.39% | -36.35% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | +0.09% | +0.16% | |
| 34 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.65% | -0.05% | +4.12% | |
| 35 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.64% | -0.06% | +183.16% | |
| 36 | AFL | Aflac Inc | Stock-Financials | 0.63% | -0.62% | -5.02% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.03% | +5.52% | |
| 38 | MCK | Mckesson CORP | Stock-Healthcare | 0.62% | -0.15% | -0.73% | |
| 39 | MSI | Motorola Solutions Inc | Stock-Tech | 0.62% | -0.12% | +12.30% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.03% | -1.28% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.60% | +0.01% | -11.33% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.08% | +7.20% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.05% | +10.93% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.58% | +0.82% | -2.52% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.17% | -4.01% | |
| 46 | KR | Kroger Co | Stock-Consumer Staples | 0.57% | -0.19% | -0.29% | |
| 47 | COR | Cencora Inc | Stock-Healthcare | 0.57% | -0.13% | -9.86% | |
| 48 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.57% | -0.01% | -8.05% | |
| 49 | PWR | Quanta Services Inc | Stock-Industrials | 0.56% | +0.06% | -23.59% | |
| 50 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.54% | +0.02% | -11.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +1.3% | +4499.34% | Add |
| 2 | CASY | Casey's General Stores Inc | +0.5% | +183.16% | Add |
| 3 | EOG | Eog Resources Inc | +0.4% | +4.09% | Add |
| 4 | PBR | Petroleo Brasileiro-spon Adr | +0.3% | +30.73% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | +15.44% | Add |
| 6 | ZM | Zoom Communications Inc | +0.2% | +196.98% | Add |
| 7 | CME | Cme Group Inc | +0.2% | +19.72% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +320.52% | Add |
| 9 | ROST | Ross Stores Inc | +0.2% | +48.34% | Add |
| 10 | B | Barrick Mining CORP | +0.1% | +91.28% | Add |
| 11 | IQV | Iqvia Holdings Inc | +0.1% | +100.00% | Add |
| 12 | CPAY | Corpay Inc | +0.1% | +77.93% | Add |
| 13 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +62.74% | Add |
| 14 | COST | Costco Wholesale CORP | +0.1% | +21.18% | Add |
| 15 | CVX | Chevron CORP | +0.1% | -4.01% | Trim |
| 16 | MSI | Motorola Solutions Inc | +0.1% | +12.30% | Add |
| 17 | ✓ | On Holding AG | +0.1% | +1785.67% | Add |
| 18 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +42.79% | Add |
| 19 | SLB | Slb LTD | +0.1% | +29.79% | Add |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +48.44% | Add |
| 21 | T | At&t Inc | +0.1% | -1.74% | Trim |
| 22 | ZTS | Zoetis Inc | +0.1% | +21.98% | Add |
| 23 | USLM | United States Lime & Mineral | +0.1% | +312.79% | Add |
| 24 | MTZ | Mastec Inc | +0.1% | -15.18% | Trim |
| 25 | EWZ | Ishares Msci Brazil ETF | +0.1% | +12.25% | Add |
| 26 | HWKN | Hawkins Inc | +0.1% | +479.19% | Add |
| 27 | CPRX | Catalyst Pharmaceuticals Inc | +0.1% | +442.06% | Add |
| 28 | V | Visa Inc-class A Shares | +0.1% | +34.45% | Add |
| 29 | LRCX | Lam Research CORP | +0.1% | -2.52% | Trim |
| 30 | AIT | Applied Industrial Tech Inc | +0.1% | +86.47% | Add |
| 31 | ✓ | +0.1% | +318.42% | Add | |
| 32 | DGX | Quest Diagnostics Inc | +0.1% | +4.12% | Add |
| 33 | RPRX | Royalty Pharma plc | +0.1% | +28.16% | Add |
| 34 | ABEV | Ambev Sa-adr | +0.1% | +29.87% | Add |
| 35 | XOM | Exxon Mobil CORP | +0.1% | -8.73% | Trim |
| 36 | MPWR | Monolithic Power Systems Inc | +0.1% | -0.87% | Trim |
| 37 | OSIS | Osi Systems Inc | +0.1% | +244.10% | Add |
| 38 | IESC | Ies Holdings Inc | +0.1% | +151.41% | Add |
| 39 | ODFL | Old Dominion Freight Line | +0.1% | +21.16% | Add |
| 40 | LMT | Lockheed Martin CORP | +0.1% | -9.98% | Trim |
| 41 | FANG | Diamondback Energy Inc | +0.1% | +5.19% | Add |
| 42 | XYZ | Block Inc | +0.1% | +86.64% | Add |
| 43 | PEP | Pepsico Inc | +0.1% | +12.35% | Add |
| 44 | BFH | Bread Financial Holdings Inc | +0.1% | +93.52% | Add |
| 45 | CECO | Ceco Environmental CORP | +0.1% | +393.44% | Add |
| 46 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +9.75% | Add |
| 47 | KR | Kroger Co | +0.1% | -0.29% | Trim |
| 48 | BF-B | Brown-forman Corp-class B | +0.1% | +51.80% | Add |
| 49 | MUSA | Murphy USA Inc | +0.1% | +19.44% | Add |
| 50 | FDS | Factset Research Systems Inc | +0.1% | +106.37% | Add |
According to official SEC Form 13F filings, Moran Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.7B across 474 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, PH, NVDA) accounted for 7.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
FTI
市值: $14.6M
Top Position Liquidated / Trimmed
CL
前期市值: $15.2M
During Q1 2026, Moran Wealth Management, LLC's top holdings by market value included AVGO (1.8%)、PH (1.7%)、NVDA (1.7%). The largest single position, AVGO, represented 1.8% of total portfolio value.
In Q1 2026, Moran Wealth Management, LLC made 200 total portfolio adjustments, initiating 23 new buys, adding to 76 positions, trimming 74 holdings, and fully liquidating 27 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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