Filed: 1/26/2026ACC: 0002085853-26-000091
📋 What this filing means
MORAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 485 equity positions with a total reported market value of $3.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
485
Positions
$3.26B
Total AUM (reported)
33.26M
Total Shares
Allocation by class
COM$2.26B69.4%
CL A$176.75M5.4%
SHS$168.59M5.2%
COM NEW$76.21M2.3%
SPONSORED ADS$70.77M2.2%
COM CL A$46.74M1.4%
SPONSORED ADR$45.25M1.4%
Portfolio Concentration
Top 3$194.32M6.0%
4–10$290.46M8.9%
11–25$423.02M13.0%
Rest$2.35B72.2%
Top 3 weight
6.0%
Top 10 weight
14.9%
Voting Authority Distribution
Total shares with voting rights: 33.26M
Sole
Full voting authority
33.14M
shares
% of voting shares99.6%
Shared
Joint voting authority
116.57K
shares
% of voting shares0.4%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole358
Shared0
Other127
Dominant voting typeSole · 99.6% of voting shares
Institutional Holdings485
Rows:
BROADCOM INC
DFNDShares205.12K
TypeSH
Market value$70.99M
2.18%
Sole
204K
Shared
1.12K
None
0.00
PARKER-HANNIFIN CORP
SOLEShares73.07K
TypeSH
Market value$64.22M
1.97%
Sole
73.02K
Shared
45.00
None
0.00
NVIDIA CORPORATION
SOLEShares316.91K
TypeSH
Market value$59.10M
1.81%
Sole
301.50K
Shared
15.41K
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares156.48K
TypeSH
Market value$47.55M
1.46%
Sole
156.17K
Shared
317.00
None
0.00
MICROSOFT CORP
SOLEShares97K
TypeSH
Market value$46.91M
1.44%
Sole
95.23K
Shared
1.77K
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares119.15K
TypeSH
Market value$46.37M
1.42%
Sole
119.11K
Shared
42.00
None
0.00
PROGRESSIVE CORP
DFNDShares169.15K
TypeSH
Market value$38.52M
1.18%
Sole
169.01K
Shared
134.00
None
0.00
CADENCE DESIGN SYSTEM INC
DFNDShares121.18K
TypeSH
Market value$37.88M
1.16%
Sole
120.95K
Shared
228.00
None
0.00
GARMIN LTD
DFNDShares181.78K
TypeSH
Market value$36.87M
1.13%
Sole
181.65K
Shared
133.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares177.31K
TypeSH
Market value$36.35M
1.11%
Sole
177.02K
Shared
292.00
None
0.00
WILLIAMS SONOMA INC
DFNDShares197.95K
TypeSH
Market value$35.35M
1.08%
Sole
197.62K
Shared
335.00
None
0.00
AMERIPRISE FINL INC
DFNDShares67.17K
TypeSH
Market value$32.94M
1.01%
Sole
67.15K
Shared
23.00
None
0.00
CATERPILLAR INC
DFNDShares55.63K
TypeSH
Market value$31.87M
0.98%
Sole
55.48K
Shared
151.00
None
0.00
EOG RES INC
SOLEShares290.12K
TypeSH
Market value$30.47M
0.93%
Sole
290.05K
Shared
65.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares89.21K
TypeSH
Market value$28.74M
0.88%
Sole
88.44K
Shared
762.00
None
0.00
ALPHABET INC
SOLEShares90.55K
TypeSH
Market value$28.34M
0.87%
Sole
88.70K
Shared
1.85K
None
0.00
AMPHENOL CORP NEW
SOLEShares204.75K
TypeSH
Market value$27.67M
0.85%
Sole
204.46K
Shared
284.00
None
0.00
ALPHABET INC
DFNDShares86.36K
TypeSH
Market value$27.10M
0.83%
Sole
85.54K
Shared
819.00
None
0.00
COMFORT SYS USA INC
SOLEShares28.36K
TypeSH
Market value$26.47M
0.81%
Sole
28.33K
Shared
24.00
None
0.00
NETAPP INC
SOLEShares243.20K
TypeSH
Market value$26.04M
0.80%
Sole
242.81K
Shared
394.00
None
0.00
PACCAR INC
SOLEShares237.21K
TypeSH
Market value$25.98M
0.80%
Sole
237.10K
Shared
113.00
None
0.00
AT&T INC
DFNDShares1.03M
TypeSH
Market value$25.55M
0.78%
Sole
1.03M
Shared
449.00
None
0.00
FEDEX CORP
DFNDShares88.37K
TypeSH
Market value$25.53M
0.78%
Sole
88.29K
Shared
75.00
None
0.00
ZOETIS INC
DFNDShares202.74K
TypeSH
Market value$25.51M
0.78%
Sole
202.73K
Shared
12.00
None
0.00
LINDE PLC
SOLEShares59.75K
TypeSH
Market value$25.48M
0.78%
Sole
59.64K
Shared
116.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCDFND | COM | 205.12K | SH | $70.99M 2.18% | 204K | 1.12K | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 73.07K | SH | $64.22M 1.97% | 73.02K | 45.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 316.91K | SH | $59.10M 1.81% | 301.50K | 15.41K | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 156.48K | SH | $47.55M 1.46% | 156.17K | 317.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 97K | SH | $46.91M 1.44% | 95.23K | 1.77K | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 119.15K | SH | $46.37M 1.42% | 119.11K | 42.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 169.15K | SH | $38.52M 1.18% | 169.01K | 134.00 | 0.00 |
CADENCE DESIGN SYSTEM INCDFND | COM | 121.18K | SH | $37.88M 1.16% | 120.95K | 228.00 | 0.00 |
GARMIN LTDDFND | SHS | 181.78K | SH | $36.87M 1.13% | 181.65K | 133.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 177.31K | SH | $36.35M 1.11% | 177.02K | 292.00 | 0.00 |
WILLIAMS SONOMA INCDFND | COM | 197.95K | SH | $35.35M 1.08% | 197.62K | 335.00 | 0.00 |
AMERIPRISE FINL INCDFND | COM | 67.17K | SH | $32.94M 1.01% | 67.15K | 23.00 | 0.00 |
CATERPILLAR INCDFND | COM | 55.63K | SH | $31.87M 0.98% | 55.48K | 151.00 | 0.00 |
EOG RES INCSOLE | COM | 290.12K | SH | $30.47M 0.93% | 290.05K | 65.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 89.21K | SH | $28.74M 0.88% | 88.44K | 762.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 90.55K | SH | $28.34M 0.87% | 88.70K | 1.85K | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 204.75K | SH | $27.67M 0.85% | 204.46K | 284.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 86.36K | SH | $27.10M 0.83% | 85.54K | 819.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 28.36K | SH | $26.47M 0.81% | 28.33K | 24.00 | 0.00 |
NETAPP INCSOLE | COM | 243.20K | SH | $26.04M 0.80% | 242.81K | 394.00 | 0.00 |
PACCAR INCSOLE | COM | 237.21K | SH | $25.98M 0.80% | 237.10K | 113.00 | 0.00 |
AT&T INCDFND | COM | 1.03M | SH | $25.55M 0.78% | 1.03M | 449.00 | 0.00 |
FEDEX CORPDFND | COM | 88.37K | SH | $25.53M 0.78% | 88.29K | 75.00 | 0.00 |
ZOETIS INCDFND | CL A | 202.74K | SH | $25.51M 0.78% | 202.73K | 12.00 | 0.00 |
LINDE PLCSOLE | SHS | 59.75K | SH | $25.48M 0.78% | 59.64K | 116.00 | 0.00 |
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