Institutional Fund
Moran Wealth Management, LLC
Naples, FLCIK 19653345 filings on record
Portfolio Value
$3.27B
Q1 2026
Holdings
474
Reported positions
New Buys
86
Opened this quarter
QoQ Change
+0.1%
from $3.26B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Broadcom Inc1.8%
- Parker-Hannifin Corp1.7%
- Nvidia Corporation1.7%
- Trane Technologies PLC1.5%
- Eog Res Inc1.3%
- Invesco Exchange Traded Fd T1.3%
- Other90.7%
Portfolio Holdings
474 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 189.3K | $58.59M | 1.8% | −15.8K | Reduced |
| 2 | Parker-Hannifin Corp | 62.1K | $55.62M | 1.7% | −10.9K | Reduced |
| 3 | Nvidia Corporation | 313.1K | $54.61M | 1.7% | −3.8K | Reduced |
| 4 | Trane Technologies PLC | 115.4K | $48.08M | 1.5% | −3.8K | Reduced |
| 5 | Eog Res Inc | 302.0K | $43.66M | 1.3% | +11.9K | Added |
| 6 | Invesco Exchange Traded Fd T | 217.5K | $41.75M | 1.3% | +212.8K | Added |
| 7 | Taiwan Semiconductor Mfg Ltd | 122.9K | $41.55M | 1.3% | −33.5K | Reduced |
| 8 | Howmet Aerospace Inc | 158.1K | $36.43M | 1.1% | −19.3K | Reduced |
| 9 | Microsoft Corp | 91.7K | $33.93M | 1.0% | −5.3K | Reduced |
| 10 | Caterpillar Inc | 47.3K | $33.53M | 1.0% | −8.3K | Reduced |
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