Moran Wealth Management, LLC
496 holdingsFiling period: 2026-06-30Current AUM: $3.68Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | 174.8K | $66.0M | $59.8M | 1.62% | -14,489 | 2026-06-30 |
| 2 | NVDA | Nvidia Corporation | 314.0K | $62.8M | $68.4M | 1.86% | +835 | 2026-06-30 |
| 3 | PH | Parker-Hannifin Corp | 59.0K | $57.7M | $53.1M | 1.44% | -3,177 | 2026-06-30 |
| 4 | — | Trane Technologies Plc | 109.5K | $53.8M | $53.8M | 1.46% | -5,861 | 2026-06-30 |
| 5 | LRCX | Lam Research Corp New | 118.7K | $51.4M | $28.6M | 0.78% | +29.9K | 2026-06-30 |
| 6 | TSM | Taiwan Semiconductor Mfg Ltd S | 103.3K | $49.3M | $45.1M | 1.23% | -19,632 | 2026-06-30 |
| 7 | RSP | Invesco S&P 500 Equal Weight E | 207.8K | $44.2M | $45.2M | 1.23% | -9,737 | 2026-06-30 |
| 8 | CAT | Caterpillar Inc | 39.3K | $41.8M | $28.0M | 0.76% | -8,046 | 2026-06-30 |
| 9 | HWM | Howmet Aerospace Inc | 148.9K | $40.0M | $28.6M | 0.78% | -9,137 | 2026-06-30 |
| 10 | WSM | Williams Sonoma Inc | 162.2K | $37.8M | $40.6M | 1.10% | -10,383 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 97.0K | $36.2M | $51.6M | 1.40% | +5.4K | 2026-06-30 |
| 12 | CDNS | Cadence Design System Inc | 95.0K | $35.6M | $32.6M | 0.88% | -9,552 | 2026-06-30 |
| 13 | EOG | Eog Resources Inc | 272.9K | $35.4M | $44.0M | 1.19% | -29,125 | 2026-06-30 |
| 14 | AMAT | Applied Materials Inc | 46.5K | $33.6M | $18.4M | 0.50% | -4,512 | 2026-06-30 |
| 15 | APH | Amphenol Corp Cl A | 186.7K | $32.9M | $29.2M | 0.79% | -9,155 | 2026-06-30 |
| 16 | NTAP | Netapp Inc | 209.5K | $32.4M | $47.7M | 1.29% | -15,766 | 2026-06-30 |
| 17 | AMP | Ameriprise Financial Inc | 68.1K | $31.2M | $33.5M | 0.91% | -2,361 | 2026-06-30 |
| 18 | TXN | Texas Instruments Inc | 101.3K | $30.2M | $31.3M | 0.85% | -10,728 | 2026-06-30 |
| 19 | GOOGL | Alphabet Inc Cap Stock Cl A | 84.3K | $30.1M | $27.0M | 0.73% | +1.8K | 2026-06-30 |
| 20 | ZTS | Zoetis Inc Cl A | 410.8K | $29.5M | $32.1M | 0.87% | +163.5K | 2026-06-30 |
| 21 | ANET | Arista Networks Inc | 172.6K | $29.3M | $32.3M | 0.88% | -9,967 | 2026-06-30 |
| 22 | KLAC | Kla Corp New | 95.4K | $28.8M | $14.7M | 0.40% | +85.1K | 2026-06-30 |
| 23 | JPM | Jpmorgan Chase & Co | 87.0K | $28.5M | $29.2M | 0.79% | +173 | 2026-06-30 |
| 24 | MU | Micron Technology Inc | 23.8K | $27.5M | $22.1M | 0.60% | +1.4K | 2026-06-30 |
| 25 | V | Visa Inc Cl A | 80.0K | $27.4M | $32.1M | 0.87% | -4,609 | 2026-06-30 |
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