Moran Wealth Management, LLC
496 holdingsFiling period: 2026-06-30Current AUM: $3.65Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | 174.8K | $66.0M | $59.3M | 1.62% | -14,489 | 2026-06-30 |
| 2 | NVDA | Nvidia Corporation | 314.0K | $62.8M | $66.6M | 1.82% | +835 | 2026-06-30 |
| 3 | PH | Parker-Hannifin Corp | 59.0K | $57.7M | $54.5M | 1.49% | -3,177 | 2026-06-30 |
| 4 | — | Trane Technologies Plc | 109.5K | $53.8M | $53.8M | 1.47% | -5,861 | 2026-06-30 |
| 5 | LRCX | Lam Research Corp New | 118.7K | $51.4M | $32.1M | 0.88% | +29.9K | 2026-06-30 |
| 6 | TSM | Taiwan Semiconductor Mfg Ltd S | 103.3K | $49.3M | $42.7M | 1.17% | -19,632 | 2026-06-30 |
| 7 | RSP | Invesco S&P 500 Equal Weight E | 207.8K | $44.2M | $44.5M | 1.22% | -9,737 | 2026-06-30 |
| 8 | CAT | Caterpillar Inc | 39.3K | $41.8M | $30.8M | 0.84% | -8,046 | 2026-06-30 |
| 9 | HWM | Howmet Aerospace Inc | 148.9K | $40.0M | $33.5M | 0.92% | -9,137 | 2026-06-30 |
| 10 | WSM | Williams Sonoma Inc | 162.2K | $37.8M | $35.9M | 0.98% | -10,383 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 97.0K | $36.2M | $48.2M | 1.32% | +5.4K | 2026-06-30 |
| 12 | CDNS | Cadence Design System Inc | 95.0K | $35.6M | $26.0M | 0.71% | -9,552 | 2026-06-30 |
| 13 | EOG | Eog Resources Inc | 272.9K | $35.4M | $41.9M | 1.15% | -29,125 | 2026-06-30 |
| 14 | AMAT | Applied Materials Inc | 46.5K | $33.6M | $19.6M | 0.54% | -4,512 | 2026-06-30 |
| 15 | APH | Amphenol Corp Cl A | 186.7K | $32.9M | $29.0M | 0.79% | -9,155 | 2026-06-30 |
| 16 | NTAP | Netapp Inc | 209.5K | $32.4M | $39.8M | 1.09% | -15,766 | 2026-06-30 |
| 17 | AMP | Ameriprise Financial Inc | 68.1K | $31.2M | $38.1M | 1.04% | -2,361 | 2026-06-30 |
| 18 | TXN | Texas Instruments Inc | 101.3K | $30.2M | $26.7M | 0.73% | -10,728 | 2026-06-30 |
| 19 | GOOGL | Alphabet Inc Cap Stock Cl A | 84.3K | $30.1M | $29.1M | 0.80% | +1.8K | 2026-06-30 |
| 20 | ZTS | Zoetis Inc Cl A | 410.8K | $29.5M | $30.2M | 0.83% | +163.5K | 2026-06-30 |
| 21 | ANET | Arista Networks Inc | 172.6K | $29.3M | $33.3M | 0.91% | -9,967 | 2026-06-30 |
| 22 | KLAC | Kla Corp New | 95.4K | $28.8M | $16.0M | 0.44% | +85.1K | 2026-06-30 |
| 23 | JPM | Jpmorgan Chase & Co | 87.0K | $28.5M | $30.7M | 0.84% | +173 | 2026-06-30 |
| 24 | MU | Micron Technology Inc | 23.8K | $27.5M | $22.1M | 0.61% | +1.4K | 2026-06-30 |
| 25 | V | Visa Inc Cl A | 80.0K | $27.4M | $30.0M | 0.82% | -4,609 | 2026-06-30 |
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