Arkolith/Funds/Moran Wealth Management, LLC

Moran Wealth Management, LLC

CIK: 1965334Q1 2026
Active Filer
Portfolio Value
$3.3B
Positions
877
New Buys
116
97 sold
Changes
382 ↑ / 273 ↓

Top HoldingsQ1 2026

877 total positions
#SecurityValueShares% PortChangeΔ Shares
1BROADCOM INC
COM
$58.1M187.9K1.8%
REDUCED
-16,134
2PARKER-HANNIFIN CORP
COM
$55.5M62.0K1.7%
ADDED
+62.0K
3NVIDIA CORPORATION
COM
$50.6M290.2K1.5%
ADDED
+274.7K
4
TRANE TECHNOLOGIES PLC
SHS
$48.0M115.2K1.5%
ADDED
+115.2K
5EOG RES INC
COM
$43.6M301.6K1.3%
ADDED
+301.6K
6INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
$41.8M217.5K1.3%
ADDED
+212.8K
7TAIWAN SEMICONDUCTOR MANUFAC
SPONSORED ADS
$41.4M122.5K1.3%
REDUCED
-33,681
8HOWMET AEROSPACE INC
COM
$36.3M157.6K1.1%
ADDED
+157.3K
9CATERPILLAR INC
COM
$33.3M47.0K1.0%
REDUCED
-8,461
10MICROSOFT CORP
COM
$32.8M88.6K1.0%
ADDED
+86.9K
11WILLIAMS SONOMA INC
COM
$31.4M172.0K1.0%
REDUCED
-25,591
12AMERIPRISE FINL INC
COM
$31.3M70.3K1.0%
ADDED
+3.2K
13AT&T INC
COM
$29.2M1.01M0.9%
REDUCED
-19,552
14ZOETIS INC
CL A
$29.2M247.2K0.9%
ADDED
+44.5K
15CADENCE DESIGN SYSTEM INC
COM
$29.0M104.3K0.9%
REDUCED
-16,676
16FEDEX CORP
COM
$26.8M75.1K0.8%
REDUCED
-13,186
17MERCK & CO INC
COM
$26.1M216.7K0.8%
REDUCED
-18,483
18PACCAR INC
COM
$25.5M221.1K0.8%
ADDED
+221.0K
19
LINDE PLC
SHS
$25.4M51.2K0.8%
ADDED
+51.1K
20VISA INC
COM CL A
$25.4M84.0K0.8%
ADDED
+83.5K
21LOCKHEED MARTIN CORP
COM
$25.2M41.7K0.8%
ADDED
+41.7K
22JPMORGAN CHASE & CO
COM
$25.1M85.3K0.8%
REDUCED
-3,136
23AMPHENOL CORP
CL A
$24.7M195.3K0.8%
ADDED
+195.0K
24NETAPP INC
COM
$23.0M224.9K0.7%
ADDED
+224.5K
25CME GROUP INC
COM
$22.9M77.4K0.7%
ADDED
+77.4K
Showing top 25 of 877 positions

Filing History

Q1 2026780 pos
$3.3B
Q4 2025764 pos
$3.3B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: Apr 27, 2026