Moran Wealth Management, LLC Q4 2025 Filing

Filed January 26, 2026

Portfolio Value

$3.3B

Holdings

485

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (485 positions)

#StockSharesValue% PortfolioType
1
AVGOBROADCOM INC
205,123$71.0M2.18%
2
PHPARKER-HANNIFIN CORP
73,069$64.2M1.97%
3
NVDANVIDIA CORPORATION
316,914$59.1M1.81%
4
TSMTAIWAN SEMICONDUCTOR MFG LTD
156,484$47.6M1.46%
5
MSFTMICROSOFT CORP
96,999$46.9M1.44%
6
TTTRANE TECHNOLOGIES PLC
119,149$46.4M1.42%
7
PGRPROGRESSIVE CORP
169,145$38.5M1.18%
8
CDNSCADENCE DESIGN SYSTEM INC
121,183$37.9M1.16%
9
GRMNGARMIN LTD
181,784$36.9M1.13%
10
HWMHOWMET AEROSPACE INC
177,308$36.4M1.11%
11
WSMWILLIAMS SONOMA INC
197,953$35.4M1.08%
12
A4SAMERIPRISE FINL INC
67,172$32.9M1.01%
13
CATCATERPILLAR INC
55,630$31.9M0.98%
14
EOGEOG RES INC
290,119$30.5M0.93%
15
JPMJPMORGAN CHASE & CO.
89,207$28.7M0.88%
16
GOOGLALPHABET INC
90,551$28.3M0.87%
17
APHAMPHENOL CORP NEW
204,745$27.7M0.85%
18
GOOGALPHABET INC
86,356$27.1M0.83%
19
FIXCOMFORT SYS USA INC
28,357$26.5M0.81%
20
NTAPNETAPP INC
243,199$26.0M0.80%
21
PCARPACCAR INC
237,209$26.0M0.80%
22
TAT&T INC
1,028,474$25.5M0.78%
23
FDXFEDEX CORP
88,367$25.5M0.78%
24
ZTSZOETIS INC
202,741$25.5M0.78%
25
LINLINDE PLC
59,752$25.5M0.78%
26
MRKMERCK & CO INC
236,969$24.9M0.76%
27
ANETARISTA NETWORKS INC
187,056$24.5M0.75%
28
PAGPENSKE AUTOMOTIVE GRP INC
148,929$23.6M0.72%
29
INTUINTUIT
34,793$23.0M0.71%
30
AXPAMERICAN EXPRESS CO
60,924$22.5M0.69%
31
METAMETA PLATFORMS INC
34,088$22.5M0.69%
32
LMTLOCKHEED MARTIN CORP
46,365$22.4M0.69%
33
RSGREPUBLIC SVCS INC
104,294$22.1M0.68%
34
VVISA INC
62,912$22.1M0.68%
35
ABGCENCORA INC
65,260$22.0M0.68%
36
AFLAFLAC INC
198,259$21.9M0.67%
37
BXBLACKSTONE INC
141,211$21.8M0.67%
38
CSCOCISCO SYS INC
274,480$21.1M0.65%
39
TXNTEXAS INSTRS INC
120,283$20.9M0.64%
40
SPOTSPOTIFY TECHNOLOGY S A
35,401$20.6M0.63%
41
PHMPULTE GROUP INC
170,793$20.0M0.61%
42
ETNEATON CORP PLC
61,381$19.5M0.60%
43
MCKMCKESSON CORP
23,590$19.3M0.59%
44
AMZNAMAZON COM INC
83,184$19.2M0.59%
45
SSNCSS&C TECHNOLOGIES HLDGS INC
219,334$19.2M0.59%
46
PWRQUANTA SVCS INC
43,685$18.4M0.57%
47
WMTWALMART INC
163,320$18.2M0.56%
48
DGXQUEST DIAGNOSTICS INC
104,064$18.1M0.55%
49
PGPROCTER AND GAMBLE CO
125,555$18.0M0.55%
50
CMECME GROUP INC
64,707$17.7M0.54%
51
BRK/BBERKSHIRE HATHAWAY INC DEL
35,075$17.6M0.54%
52
ROLROLLINS INC
292,075$17.5M0.54%
53
CMGCHIPOTLE MEXICAN GRILL INC
470,214$17.4M0.53%
54
BSXBOSTON SCIENTIFIC CORP
182,334$17.4M0.53%
55
SFSTIFEL FINL CORP
136,894$17.1M0.53%
56
MAMASTERCARD INCORPORATED
29,677$16.9M0.52%
57
AMATAPPLIED MATLS INC
63,721$16.4M0.50%
58
JNJJOHNSON & JOHNSON
78,743$16.3M0.50%
59
IRMIRON MTN INC DEL
195,140$16.2M0.50%
60
KRKROGER CO
257,316$16.1M0.49%
61
MSIMOTOROLA SOLUTIONS INC
41,497$15.9M0.49%
62
LRCXLAM RESEARCH CORP
91,119$15.6M0.48%
63
LOWLOWES COS INC
64,557$15.6M0.48%
64
CLCOLGATE PALMOLIVE CO
192,436$15.2M0.47%
65
WABWABTEC
70,695$15.1M0.46%
66
IRINGERSOLL RAND INC
189,735$15.0M0.46%
67
SBACSBA COMMUNICATIONS CORP NEW
76,286$14.8M0.45%
68
KLACKLA CORP
12,029$14.6M0.45%
69
MDTMEDTRONIC PLC
151,442$14.5M0.45%
70
EMEEMCOR GROUP INC
23,521$14.4M0.44%
71
MPWRMONOLITHIC PWR SYS INC
15,863$14.4M0.44%
72
CVXCHEVRON CORP NEW
94,184$14.4M0.44%
73
MTZMASTEC INC
64,846$14.1M0.43%
74
MNSTMONSTER BEVERAGE CORP NEW
179,187$13.7M0.42%
75
SPGIS&P GLOBAL INC
26,162$13.7M0.42%
76
AAPLAPPLE INC
47,746$13.0M0.40%
77
TROWPRICE T ROWE GROUP INC
125,886$12.9M0.40%
78
DC4DEXCOM INC
194,005$12.9M0.39%
79
NFLXNETFLIX INC
136,640$12.8M0.39%
80
PEPPEPSICO INC
87,972$12.6M0.39%
81
HDHOME DEPOT INC
36,670$12.6M0.39%
82
SYYSYSCO CORP
166,494$12.3M0.38%
83
PANWPALO ALTO NETWORKS INC
66,062$12.2M0.37%
84
WRBBERKLEY W R CORP
172,670$12.1M0.37%
85
CITHE CIGNA GROUP
43,567$12.0M0.37%
86
CITCINTAS CORP
62,434$11.7M0.36%
87
PKGPACKAGING CORP AMER
55,625$11.5M0.35%
88
ITTITT INC
65,968$11.4M0.35%
89
LLYELI LILLY & CO
10,613$11.4M0.35%
90
ADSKAUTODESK INC
38,480$11.4M0.35%
91
ELVELEVANCE HEALTH INC FORMERLY
32,302$11.3M0.35%
92
GISGENERAL MLS INC
237,286$11.0M0.34%
93
RMERESMED INC
45,691$11.0M0.34%
94
COSTCOSTCO WHSL CORP NEW
12,624$10.9M0.33%
95
TOLTOLL BROTHERS INC
79,496$10.7M0.33%
96
CELHCELSIUS HLDGS INC
234,782$10.7M0.33%
97
UHSUNIVERSAL HLTH SVCS INC
48,908$10.7M0.33%
98
FLEXFLEX LTD
174,771$10.6M0.32%
99
SFMSPROUTS FMRS MKT INC
128,921$10.3M0.31%
100
BLKBLACKROCK INC
9,592$10.3M0.31%
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