Filed: 4/27/2026ACC: 0002085853-26-000507
📋 What this filing means
MORAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 474 equity positions with a total reported market value of $3.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
474
Positions
$3.27B
Total AUM (reported)
36.20M
Total Shares
Allocation by class
COM$2.20B67.3%
CL A$170.66M5.2%
SHS$141.65M4.3%
COM NEW$83.11M2.5%
SPONSORED ADS$71.65M2.2%
SPONSORED ADR$61.89M1.9%
COM CL A$54.70M1.7%
Portfolio Concentration
Top 3$168.82M5.2%
4–10$278.92M8.5%
11–25$402.56M12.3%
Rest$2.42B74.0%
Top 3 weight
5.2%
Top 10 weight
13.7%
Voting Authority Distribution
Total shares with voting rights: 36.20M
Sole
Full voting authority
36.03M
shares
% of voting shares99.5%
Shared
Joint voting authority
166.69K
shares
% of voting shares0.5%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole325
Shared0
Other149
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings474
Rows:
BROADCOM INC
DFNDShares189.29K
TypeSH
Market value$58.59M
1.79%
Sole
187.87K
Shared
1.42K
None
0.00
PARKER-HANNIFIN CORP
SOLEShares62.13K
TypeSH
Market value$55.62M
1.70%
Sole
62.01K
Shared
126.00
None
0.00
NVIDIA CORPORATION
DFNDShares313.15K
TypeSH
Market value$54.61M
1.67%
Sole
290.15K
Shared
23K
None
0.00
TRANE TECHNOLOGIES PLC
DFNDShares115.37K
TypeSH
Market value$48.08M
1.47%
Sole
115.23K
Shared
143.00
None
0.00
EOG RES INC
DFNDShares301.98K
TypeSH
Market value$43.66M
1.34%
Sole
301.65K
Shared
332.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares217.55K
TypeSH
Market value$41.75M
1.28%
Sole
217.55K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares122.94K
TypeSH
Market value$41.55M
1.27%
Sole
122.49K
Shared
459.00
None
0.00
HOWMET AEROSPACE INC
DFNDShares158.06K
TypeSH
Market value$36.43M
1.12%
Sole
157.56K
Shared
492.00
None
0.00
MICROSOFT CORP
SOLEShares91.66K
TypeSH
Market value$33.93M
1.04%
Sole
88.64K
Shared
3.01K
None
0.00
CATERPILLAR INC
DFNDShares47.32K
TypeSH
Market value$33.53M
1.03%
Sole
47.02K
Shared
305.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares172.56K
TypeSH
Market value$31.46M
0.96%
Sole
172.03K
Shared
533.00
None
0.00
AMERIPRISE FINL INC
DFNDShares70.41K
TypeSH
Market value$31.29M
0.96%
Sole
70.34K
Shared
76.00
None
0.00
AT&T INC
DFNDShares1.01M
TypeSH
Market value$29.30M
0.90%
Sole
1.01M
Shared
2.14K
None
0.00
ZOETIS INC
DFNDShares247.30K
TypeSH
Market value$29.23M
0.90%
Sole
247.23K
Shared
74.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares104.51K
TypeSH
Market value$29.04M
0.89%
Sole
104.28K
Shared
233.00
None
0.00
FEDEX CORP
DFNDShares75.25K
TypeSH
Market value$26.80M
0.82%
Sole
75.11K
Shared
148.00
None
0.00
MERCK & CO INC
DFNDShares220.29K
TypeSH
Market value$26.50M
0.81%
Sole
216.69K
Shared
3.60K
None
0.00
PACCAR INC
SOLEShares221.41K
TypeSH
Market value$25.57M
0.78%
Sole
221.08K
Shared
327.00
None
0.00
VISA INC
DFNDShares84.58K
TypeSH
Market value$25.56M
0.78%
Sole
84K
Shared
584.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares86.78K
TypeSH
Market value$25.53M
0.78%
Sole
85.31K
Shared
1.48K
None
0.00
LINDE PLC
DFNDShares51.42K
TypeSH
Market value$25.49M
0.78%
Sole
51.23K
Shared
194.00
None
0.00
LOCKHEED MARTIN CORP
DFNDShares41.74K
TypeSH
Market value$25.22M
0.77%
Sole
41.67K
Shared
63.00
None
0.00
AMPHENOL CORP
SOLEShares195.89K
TypeSH
Market value$24.75M
0.76%
Sole
195.33K
Shared
556.00
None
0.00
ALPHABET INC
SOLEShares82.53K
TypeSH
Market value$23.73M
0.73%
Sole
78.95K
Shared
3.58K
None
0.00
NETAPP INC
DFNDShares225.31K
TypeSH
Market value$23.07M
0.71%
Sole
224.94K
Shared
372.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCDFND | COM | 189.29K | SH | $58.59M 1.79% | 187.87K | 1.42K | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 62.13K | SH | $55.62M 1.70% | 62.01K | 126.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 313.15K | SH | $54.61M 1.67% | 290.15K | 23K | 0.00 |
TRANE TECHNOLOGIES PLCDFND | SHS | 115.37K | SH | $48.08M 1.47% | 115.23K | 143.00 | 0.00 |
EOG RES INCDFND | COM | 301.98K | SH | $43.66M 1.34% | 301.65K | 332.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 217.55K | SH | $41.75M 1.28% | 217.55K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 122.94K | SH | $41.55M 1.27% | 122.49K | 459.00 | 0.00 |
HOWMET AEROSPACE INCDFND | COM | 158.06K | SH | $36.43M 1.12% | 157.56K | 492.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 91.66K | SH | $33.93M 1.04% | 88.64K | 3.01K | 0.00 |
CATERPILLAR INCDFND | COM | 47.32K | SH | $33.53M 1.03% | 47.02K | 305.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 172.56K | SH | $31.46M 0.96% | 172.03K | 533.00 | 0.00 |
AMERIPRISE FINL INCDFND | COM | 70.41K | SH | $31.29M 0.96% | 70.34K | 76.00 | 0.00 |
AT&T INCDFND | COM | 1.01M | SH | $29.30M 0.90% | 1.01M | 2.14K | 0.00 |
ZOETIS INCDFND | CL A | 247.30K | SH | $29.23M 0.90% | 247.23K | 74.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 104.51K | SH | $29.04M 0.89% | 104.28K | 233.00 | 0.00 |
FEDEX CORPDFND | COM | 75.25K | SH | $26.80M 0.82% | 75.11K | 148.00 | 0.00 |
MERCK & CO INCDFND | COM | 220.29K | SH | $26.50M 0.81% | 216.69K | 3.60K | 0.00 |
PACCAR INCSOLE | COM | 221.41K | SH | $25.57M 0.78% | 221.08K | 327.00 | 0.00 |
VISA INCDFND | COM CL A | 84.58K | SH | $25.56M 0.78% | 84K | 584.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 86.78K | SH | $25.53M 0.78% | 85.31K | 1.48K | 0.00 |
LINDE PLCDFND | SHS | 51.42K | SH | $25.49M 0.78% | 51.23K | 194.00 | 0.00 |
LOCKHEED MARTIN CORPDFND | COM | 41.74K | SH | $25.22M 0.77% | 41.67K | 63.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 195.89K | SH | $24.75M 0.76% | 195.33K | 556.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 82.53K | SH | $23.73M 0.73% | 78.95K | 3.58K | 0.00 |
NETAPP INCDFND | COM | 225.31K | SH | $23.07M 0.71% | 224.94K | 372.00 | 0.00 |
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