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MWM

Moran Wealth Management Portfolio holdings

AUM $3.67B
1-Year Est. Return 36.71%
This Fund
S&P 500
This Quarter Est. Return
+21.63%
1 Year Est. Return
+36.71%
3 Year Est. Return
+106.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.67B
AUM Growth
+$402M
Cap. Flow
+$1.76M
Cap. Flow %
0.05%
Top 10 Hldgs %
13.77%
Holding
561
New
87
Increased
174
Reduced
229
Closed
70

Top Buys

Rank Stock Value
1
DRI icon
Darden Restaurants
DRI
+$16.8M
2
MRVL icon
Marvell Technology
MRVL
+$16.5M
3
ZTS icon
Zoetis
ZTS
+$15.4M
4
EXE
Expand Energy Corp
EXE
+$13.1M
5
AU icon
AngloGold Ashanti
AU
+$12.9M

Top Sells

Rank Stock Value
1
AFL icon
Aflac
AFL
+$21.5M
2
LOW icon
Lowe's Companies
LOW
+$15.8M
3
INTU icon
Intuit
INTU
+$15.7M
4
PGR icon
Progressive
PGR
+$13M
5
PCAR icon
PACCAR
PCAR
+$12.7M

Sector Composition

Rank Sector Weight
1 Technology 26.52%
2 Industrials 16.71%
3 Financials 10.7%
4 Healthcare 9.21%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSI icon
51
Motorola Solutions
MSI
$77.3B
$18.3M 0.5%
44,007
-2,596
-6% -$1.09M
MPWR icon
52
Monolithic Power Systems
MPWR
$60.6B
$18.1M 0.49%
13,126
-2,599
-17% -$3.9M
DRI icon
53
Darden Restaurants
DRI
$24.8B
$17.3M 0.47%
+83,994
New +$16.8M
HD icon
54
Home Depot
HD
$318B
$17.3M 0.47%
49,050
+8,643
+21% +$2.81M
MCK icon
55
McKesson
MCK
$107B
$17.3M 0.47%
22,845
-572
-2% -$454K
EME icon
56
Emcor
EME
$33.2B
$17.2M 0.47%
20,727
-1,388
-6% -$1.17M
LMT icon
57
Lockheed Martin
LMT
$122B
$17.2M 0.47%
33,732
-8,004
-19% -$4.33M
GRMN
58
Garmin
GRMN
$53.4B
$16.9M 0.46%
71,097
-3,948
-5% -$960K
AMD icon
59
Advanced Micro Devices
AMD
$763B
$16.8M 0.46%
28,899
+497
+2% +$204K
T icon
60
AT&T
T
$179B
$16.7M 0.46%
808,820
-201,794
-20% -$5.01M
CME icon
61
CME Group
CME
$101B
$16.7M 0.46%
75,663
-1,802
-2% -$498K
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.08T
$16.5M 0.45%
32,987
-699
-2% -$336K
COR icon
63
Cencora
COR
$63.8B
$16M 0.44%
56,374
-2,450
-4% -$706K
BX icon
64
Blackstone
BX
$101B
$15.7M 0.43%
133,642
-2,531
-2% -$304K
VYMI icon
65
Vanguard International High Dividend Yield ETF
VYMI
$21.7B
$15.6M 0.42%
158,397
+25,563
+19% +$2.53M
WAB icon
66
Wabtec
WAB
$47.6B
$15.5M 0.42%
57,425
-3,637
-6% -$962K
AMG icon
67
Affiliated Managers Group
AMG
$9.43B
$15.4M 0.42%
45,453
+22,261
+96% +$6.9M
EXE
68
Expand Energy Corp
EXE
$22.6B
$15.3M 0.42%
167,650
+137,816
+462% +$13.1M
MNST icon
69
Monster Beverage
MNST
$86.5B
$15M 0.41%
313,098
-18,942
-6% -$796K
FTNT icon
70
Fortinet
FTNT
$116B
$15M 0.41%
97,816
-33,070
-25% -$3.82M
TOL icon
71
Toll Brothers
TOL
$13.1B
$14.8M 0.4%
89,996
+508
+0.6% +$72.3K
IQV icon
72
IQVIA
IQV
$43.7B
$14.7M 0.4%
75,946
-4,488
-6% -$783K
MTZ icon
73
MasTec
MTZ
$18.8B
$14.6M 0.4%
35,124
-19,880
-36% -$7.6M
COST icon
74
Costco
COST
$411B
$14.6M 0.4%
15,595
+297
+2% +$296K
MA icon
75
Mastercard
MA
$510B
$14.6M 0.4%
28,386
-417
-1% -$208K
1 2
3
4 5

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ISL
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PCMI
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LIP
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BP
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QCG
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WPC
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MCM
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Moran Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Moran Wealth Management held 561 positions worth $3.67B, up 12% from $3.27B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Moran Wealth Management's Q2 2026 filing shows 87 new, 174 increased, 229 reduced and 70 closed positions. Its largest new stake was Darden Restaurants: 83,994 shares worth $17.3M. The largest sale was Aflac, an estimated $21.5M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 22% a quarter earlier, followed by Industrials and Financials.

  • Moran Wealth Management's largest Q2 2026 buy was Darden Restaurants: 83,994 shares worth $17.3M.
  • Moran Wealth Management added most to Zoetis in Q2 2026, an estimated $15.4M increase.
  • Moran Wealth Management's biggest Q2 2026 reduction was Aflac, cutting an estimated $21.5M.
  • Moran Wealth Management fully exited Lowe's Companies in Q2 2026, selling an estimated $15.8M.
  • Moran Wealth Management's ten largest holdings make up 14% of its $3.67B portfolio in Q2 2026.
  • Moran Wealth Management opened 87 new positions and closed 70 in Q2 2026.
  • Moran Wealth Management's portfolio value rose 12% quarter-over-quarter to $3.67B.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.