Moran Wealth Management, LLC

$3.3B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1965334 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.3B
ALL retained default holdings for this (filer, period), including NULL-value ones: 780
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 86
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 97

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$12.4M	−15,837	$71.0M	$58.6M	205,123	189,286
position key `pos:10128` · issuer key `iss:1413` COM	TRIM	−$8.6M	−10,936	$64.2M	$55.6M	73,069	62,133
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$4.5M	−3,765	$59.1M	$54.6M	316,914	313,149
position key `pos:14081` · issuer key `iss:2235` SHS	TRIM	+$1.7M	−3,775	$46.4M	$48.1M	119,149	115,374
position key `pos:12449` · issuer key `iss:621` COM	ADD	+$13.2M	+11,862	$30.5M	$43.7M	290,119	301,981
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	ADD	+$40.8M	+212,819	$906K	$41.8M	4,730	217,549
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	TRIM	−$6.0M	−33,539	$47.6M	$41.5M	156,484	122,945
position key `pos:14429` · issuer key `iss:923` COM	TRIM	+$73.9K	−19,252	$36.4M	$36.4M	177,308	158,056
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$13.0M	−5,342	$46.9M	$33.9M	96,999	91,657
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$1.7M	−8,307	$31.9M	$33.5M	55,630	47,323
position key `pos:11774` · issuer key `iss:1974` COM	TRIM	−$3.9M	−25,393	$35.4M	$31.5M	197,953	172,560
position key `pos:16809` · issuer key `iss:119` COM	ADD	−$1.6M	+3,240	$32.9M	$31.3M	67,172	70,412
position key `pos:16441` · issuer key `iss:16` COM	TRIM	+$3.8M	−17,860	$25.5M	$29.3M	1,028,474	1,010,614
position key `pos:11897` · issuer key `iss:2010` CL A	ADD	+$3.7M	+44,563	$25.5M	$29.2M	202,741	247,304
position key `pos:11814` · issuer key `iss:371` COM	TRIM	−$8.8M	−16,671	$37.9M	$29.0M	121,183	104,512
position key `pos:17674` · issuer key `iss:728` COM	TRIM	+$1.3M	−13,113	$25.5M	$26.8M	88,367	75,254
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$1.6M	−16,677	$24.9M	$26.5M	236,969	220,292
position key `pos:12131` · issuer key `iss:1401` COM	TRIM	−$404K	−15,804	$26.0M	$25.6M	237,209	221,405
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	+$3.5M	+21,672	$22.1M	$25.6M	62,912	84,584
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$3.2M	−2,422	$28.7M	$25.5M	89,207	86,785
position key `pos:12681` · issuer key `iss:2154` SHS	TRIM	+$14.8K	−8,331	$25.5M	$25.5M	59,752	51,421
position key `pos:17173` · issuer key `iss:1138` COM	TRIM	+$2.8M	−4,629	$22.4M	$25.2M	46,365	41,736
position key `pos:15235` · issuer key `iss:125` CL A	TRIM	−$2.9M	−8,858	$27.7M	$24.8M	204,745	195,887
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$4.6M	−8,018	$28.3M	$23.7M	90,551	82,533
position key `pos:12920` · issuer key `iss:1289` COM	TRIM	−$3.0M	−17,889	$26.0M	$23.1M	243,199	225,310
position key `pos:15442` · issuer key `iss:356` COM	ADD	+$5.2M	+12,758	$17.7M	$22.9M	64,707	77,465
position key `pos:11577` · issuer key `iss:167` COM SHS	TRIM	−$2.1M	−4,451	$24.5M	$22.4M	187,056	182,605
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$5.9M	+12,160	$16.3M	$22.2M	78,743	90,903
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$5.0M	−9,388	$27.1M	$22.1M	86,356	76,968
position key `pos:16841` · issuer key `iss:1791` COM	TRIM	+$877K	−8,275	$20.9M	$21.7M	120,283	112,008
position key `pos:13287` · issuer key `iss:1548` COM	TRIM	−$620K	−6,208	$22.1M	$21.5M	104,294	98,086
position key `pos:11683` · issuer key `iss:1491` COM	TRIM	−$17.2M	−61,492	$38.5M	$21.3M	169,145	107,653
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$188K	+445	$21.1M	$21.3M	274,480	274,925
position key `pos:12433` · issuer key `iss:1513` COM	ADD	+$3.2M	+4,287	$18.1M	$21.2M	104,064	108,351
position key `pos:13969` · issuer key `iss:408` COM	ADD	+$15.2M	+18,517	$5.6M	$20.8M	10,110	28,627
position key `pos:15892` · issuer key `iss:7` COM	TRIM	−$1.2M	−9,954	$21.9M	$20.7M	198,259	188,305
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$1.9M	+1,881	$22.5M	$20.6M	34,088	35,969
position key `pos:17201` · issuer key `iss:1208` COM	TRIM	+$914K	−173	$19.4M	$20.3M	23,590	23,417
position key `pos:13386` · issuer key `iss:1257` COM NEW	ADD	+$4.3M	+5,106	$15.9M	$20.2M	41,497	46,603
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$1.8M	−2,089	$18.2M	$20.0M	163,320	161,231
position key `pos:17839` · issuer key `iss:2093` SHS	TRIM	−$83.2K	−6,953	$19.6M	$19.5M	61,381	54,428
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$1.4M	+9,044	$18.0M	$19.4M	125,555	134,599
position key `pos:14175` · issuer key `iss:95` COM	ADD	+$17.8K	+9,092	$19.2M	$19.2M	83,184	92,276
position key `pos:10455` · issuer key `iss:1091` COM NEW	TRIM	+$3.4M	−2,294	$15.6M	$19.0M	91,119	88,825
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$4.4M	−3,778	$14.4M	$18.7M	94,184	90,406
position key `pos:10263` · issuer key `iss:1078` COM	TRIM	+$2.5M	−739	$16.1M	$18.6M	257,316	256,577
position key `pos:16058` · issuer key `iss:118` COM	TRIM	−$3.6M	−6,436	$22.0M	$18.5M	65,260	58,824
position key `pos:10558` · issuer key `iss:1502` COM	TRIM	−$1.6M	−13,741	$20.0M	$18.5M	170,793	157,052
position key `pos:13325` · issuer key `iss:1511` COM	TRIM	−$112K	−10,306	$18.4M	$18.3M	43,685	33,379
position key `pos:11063` · issuer key `iss:1009` COM	TRIM	+$1.5M	−21,780	$16.2M	$17.7M	195,140	173,360
position key `pos:15610` · issuer key `iss:1192` COM	TRIM	+$3.6M	−9,842	$14.1M	$17.7M	64,846	55,004
position key `pos:11849` · issuer key `iss:104` COM	TRIM	−$5.0M	−2,827	$22.5M	$17.6M	60,924	58,097
position key `pos:14157` · issuer key `iss:149` COM	TRIM	+$1.0M	−12,750	$16.4M	$17.4M	63,721	50,971
position key `pos:11265` · issuer key `iss:2258` SHS	TRIM	−$19.5M	−106,739	$36.9M	$17.4M	181,784	75,045
position key `pos:14865` · issuer key `iss:1248` COM	TRIM	+$2.8M	−138	$14.4M	$17.2M	15,863	15,725
position key `pos:11590` · issuer key `iss:645` COM	TRIM	+$1.9M	−1,406	$14.4M	$16.3M	23,521	22,115
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$1.5M	−1,389	$17.6M	$16.1M	35,075	33,686
position key `pos:17297` · issuer key `iss:1432` COM	TRIM	−$7.5M	−41,719	$23.6M	$16.0M	148,929	107,210
position key `pos:16172` · issuer key `iss:1141` COM	ADD	+$275K	+2,497	$15.6M	$15.8M	64,557	67,054
position key `pos:13832` · issuer key `iss:996` COM	ADD	−$7.4M	+1,463	$23.0M	$15.7M	34,793	36,256
position key `pos:15622` · issuer key `iss:282` COM	TRIM	−$6.1M	−5,038	$21.8M	$15.7M	141,211	136,173
position key `pos:17974` · issuer key `iss:488` COM	TRIM	−$10.8M	−17,003	$26.5M	$15.7M	28,357	11,354
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$2.7M	+10,864	$12.6M	$15.3M	87,972	98,836
position key `pos:12595` · issuer key `iss:1938` COM	TRIM	+$170K	−9,633	$15.1M	$15.3M	70,695	61,062
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$4.4M	+2,674	$10.9M	$15.2M	12,624	15,298
position key `pos:18187` · issuer key `iss:1040` COM NEW	TRIM	+$513K	−1,754	$14.6M	$15.1M	12,029	10,275
position key `pos:15755` · issuer key `iss:1719` COM	ADD	−$2.0M	+67,478	$17.1M	$15.1M	136,894	204,372
position key `pos:18060` · issuer key `iss:2229` COM	NEW	+$14.6M	+210,508	$0	$14.6M	—	210,508
position key `pos:15364` · issuer key `iss:1443` SPONSORED ADR	ADD	+$8.2M	+164,421	$6.3M	$14.5M	535,044	699,465
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$2.6M	−874	$16.9M	$14.4M	29,677	28,803
position key `pos:11478` · issuer key `iss:1591` CL A	ADD	−$710K	+5,325	$14.8M	$14.0M	76,286	81,611
position key `pos:11941` · issuer key `iss:1573` COM	TRIM	−$3.6M	−30,586	$17.5M	$14.0M	292,075	261,489
position key `pos:10144` · issuer key `iss:1603` COM	TRIM	−$5.3M	−13,444	$19.2M	$13.9M	219,334	205,890
position key `pos:14770` · issuer key `iss:965` COM	TRIM	−$1.3M	−18,207	$15.0M	$13.7M	189,735	171,528
position key `pos:16495` · issuer key `iss:1005` COM	ADD	+$4.7M	+40,217	$9.1M	$13.7M	40,217	80,434
position key `sid:sec:prov:41cf6d25149070cfb96bce55e753ab2c` · issuer key `cusip6:464286` MSCI BRAZIL ETF	ADD	+$3.6M	+38,919	$10.1M	$13.7M	317,665	356,584
position key `pos:11788` · issuer key `iss:2269` SHS	TRIM	−$7.0M	−7,348	$20.6M	$13.6M	35,401	28,053
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$450K	+5,174	$13.0M	$13.4M	47,746	52,920
position key `pos:10715` · issuer key `iss:916` COM	ADD	+$671K	+3,737	$12.6M	$13.3M	36,670	40,407
position key `pos:15492` · issuer key `iss:355` COM	ADD	+$913K	+4,808	$12.0M	$12.9M	43,567	48,375
position key `pos:13406` · issuer key `iss:2156` SHS	TRIM	−$1.9M	−4,909	$14.5M	$12.7M	151,442	146,533
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$2.8M	−7,127	$9.8M	$12.6M	81,652	74,525
position key `pos:14012` · issuer key `cusip6:921946` INTL HIGH ETF	ADD	+$4.1M	+39,805	$8.4M	$12.5M	93,029	132,834
position key `pos:11989` · issuer key `iss:1806` COM	ADD	+$1.5M	+9,992	$10.7M	$12.2M	79,496	89,488
position key `pos:15560` · issuer key `iss:1973` COM	NEW	+$12.1M	+166,496	$0	$12.1M	—	166,496
position key `pos:10330` · issuer key `iss:1250` COM	TRIM	−$1.7M	−13,167	$13.7M	$12.0M	179,187	166,020
position key `pos:14782` · issuer key `iss:1406` COM	ADD	−$364K	+7,572	$12.2M	$11.8M	66,062	73,634
position key `pos:11045` · issuer key `iss:947` COM	TRIM	+$303K	−4,302	$11.4M	$11.7M	65,968	61,666
position key `sid:sec:prov:ca9c1a81572bb3aac3fa15d11c104651` · issuer key `cusip6:37954Y` GLBX MSCI COLUM	ADD	+$1.8M	+19,464	$9.8M	$11.7M	275,387	294,851
position key `pos:12159` · issuer key `iss:1478` COM	ADD	−$1.3M	+2,130	$12.9M	$11.5M	125,886	128,016
position key `pos:15433` · issuer key `iss:1290` COM	TRIM	−$1.4M	−18,015	$12.8M	$11.4M	136,640	118,625
position key `pos:15818` · issuer key `iss:1742` COM	TRIM	−$916K	−7,340	$12.3M	$11.4M	166,494	159,154
position key `pos:11494` · issuer key `iss:1404` COM	TRIM	−$135K	−2,206	$11.5M	$11.3M	55,625	53,419
position key `pos:13075` · issuer key `iss:985` COM CL A	ADD	+$4.6M	+63,993	$6.6M	$11.1M	101,993	165,986
position key `pos:16845` · issuer key `iss:1705` COM	ADD	+$823K	+14,921	$10.3M	$11.1M	128,921	143,842
position key `pos:11059` · issuer key `iss:322` COM	NEW	+$11.1M	+68,105	$0	$11.1M	—	68,105
position key `pos:10621` · issuer key `iss:258` SPONSORED ADS	ADD	+$2.7M	+13,499	$8.4M	$11.1M	138,457	151,956
position key `pos:17272` · issuer key `iss:521` COM SHS	ADD	+$4.6M	+16,586	$6.4M	$11.0M	21,283	37,869
position key `pos:12865` · issuer key `iss:1559` SPONSORED ADR	ADD	+$2.3M	+8,943	$8.7M	$11.0M	108,891	117,834
position key `pos:11321` · issuer key `iss:239` COM SHS	ADD	+$4.8M	+127,542	$6.1M	$10.9M	139,721	267,263

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 450 issuers · $3.3B disclosed value over 780 rows · 0 undisclosed-value rows

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This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for BROADCOM INC, as it reported them
BROADCOM INC · COM CUSIP — src ↗	$58.1M	187,871
BROADCOM INC · COM CUSIP — src ↗	$438K	1,415

$58.6M

189,286

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PARKER-HANNIFIN CORP, as it reported them
PARKER-HANNIFIN CORP · COM CUSIP — src ↗	$55.5M	62,007
PARKER-HANNIFIN CORP · COM CUSIP — src ↗	$113K	126

$55.6M

62,133

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for NVIDIA CORPORATION, as it reported them
NVIDIA CORPORATION · COM CUSIP — src ↗	$50.6M	290,153
NVIDIA CORPORATION · COM CUSIP — src ↗	$4.0M	22,996

$54.6M

313,149

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for TRANE TECHNOLOGIES PLC, as it reported them
TRANE TECHNOLOGIES PLC · SHS CUSIP — src ↗	$48.0M	115,231
TRANE TECHNOLOGIES PLC · SHS CUSIP — src ↗	$59.6K	143

$48.1M

115,374

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 4 reported rows

Rows Moran Wealth Management, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$22.7M	78,948
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$21.4M	74,587
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$1.0M	3,585
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$683K	2,381

$45.8M

159,501

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EOG RES INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for EOG RES INC, as it reported them
EOG RES INC · COM CUSIP — src ↗	$43.6M	301,649
EOG RES INC · COM CUSIP — src ↗	$48.0K	332

$43.7M

301,981

1.3%

—

INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP —
2026-03-31 filed 2026-04-27 +27d

src ↗

ticker not yet mapped

$41.8M

217,549

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for TAIWAN SEMICONDUCTOR MANUFAC, as it reported them
TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP — src ↗	$41.4M	122,486
TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP — src ↗	$155K	459

$41.5M

122,945

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOWMET AEROSPACE INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for HOWMET AEROSPACE INC, as it reported them
HOWMET AEROSPACE INC · COM CUSIP — src ↗	$36.3M	157,564
HOWMET AEROSPACE INC · COM CUSIP — src ↗	$113K	492

$36.4M

158,056

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COM CUSIP — src ↗	$32.8M	88,644
MICROSOFT CORP · COM CUSIP — src ↗	$1.1M	3,013

$33.9M

91,657

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CATERPILLAR INC, as it reported them
CATERPILLAR INC · COM CUSIP — src ↗	$33.3M	47,018
CATERPILLAR INC · COM CUSIP — src ↗	$216K	305

$33.5M

47,323

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIAMS SONOMA INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for WILLIAMS SONOMA INC, as it reported them
WILLIAMS SONOMA INC · COM CUSIP — src ↗	$31.4M	172,027
WILLIAMS SONOMA INC · COM CUSIP — src ↗	$97.2K	533

$31.5M

172,560

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERIPRISE FINL INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for AMERIPRISE FINL INC, as it reported them
AMERIPRISE FINL INC · COM CUSIP — src ↗	$31.3M	70,336
AMERIPRISE FINL INC · COM CUSIP — src ↗	$33.8K	76

$31.3M

70,412

1.0%

—

ISHARES INC

3 positions · 3 reported rows

Rows Moran Wealth Management, LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI BRAZIL ETF CUSIP 464286400 src ↗	$13.7M	356,584
ISHARES INC · MSCI SPAIN ETF CUSIP 464286764 src ↗	$9.0M	165,996
ISHARES INC · MSCI BELGIUM ETF CUSIP 464286301 src ↗	$8.3M	342,921

ticker not yet mapped

$31.0M

865,501

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for AT&T INC, as it reported them
AT&T INC · COM CUSIP — src ↗	$29.2M	1,008,473
AT&T INC · COM CUSIP — src ↗	$62.1K	2,141

$29.3M

1,010,614

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ZOETIS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for ZOETIS INC, as it reported them
ZOETIS INC · CL A CUSIP — src ↗	$29.2M	247,230
ZOETIS INC · CL A CUSIP — src ↗	$8.7K	74

$29.2M

247,304

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CADENCE DESIGN SYSTEM INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CADENCE DESIGN SYSTEM INC, as it reported them
CADENCE DESIGN SYSTEM INC · COM CUSIP — src ↗	$29.0M	104,279
CADENCE DESIGN SYSTEM INC · COM CUSIP — src ↗	$64.7K	233

$29.0M

104,512

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FEDEX CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for FEDEX CORP, as it reported them
FEDEX CORP · COM CUSIP — src ↗	$26.8M	75,106
FEDEX CORP · COM CUSIP — src ↗	$52.7K	148

$26.8M

75,254

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MERCK & CO INC, as it reported them
MERCK & CO INC · COM CUSIP — src ↗	$26.1M	216,690
MERCK & CO INC · COM CUSIP — src ↗	$433K	3,602

$26.5M

220,292

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PACCAR INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PACCAR INC, as it reported them
PACCAR INC · COM CUSIP — src ↗	$25.5M	221,078
PACCAR INC · COM CUSIP — src ↗	$37.8K	327

$25.6M

221,405

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for VISA INC, as it reported them
VISA INC · COM CL A CUSIP — src ↗	$25.4M	84,000
VISA INC · COM CL A CUSIP — src ↗	$177K	584

$25.6M

84,584

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for JPMORGAN CHASE & CO, as it reported them
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$25.1M	85,309
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$434K	1,476

$25.5M

86,785

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for LINDE PLC, as it reported them
LINDE PLC · SHS CUSIP — src ↗	$25.4M	51,227
LINDE PLC · SHS CUSIP — src ↗	$96.2K	194

$25.5M

51,421

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for LOCKHEED MARTIN CORP, as it reported them
LOCKHEED MARTIN CORP · COM CUSIP — src ↗	$25.2M	41,673
LOCKHEED MARTIN CORP · COM CUSIP — src ↗	$38.1K	63

$25.2M

41,736

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for AMPHENOL CORP, as it reported them
AMPHENOL CORP · CL A CUSIP — src ↗	$24.7M	195,331
AMPHENOL CORP · CL A CUSIP — src ↗	$70.3K	556

$24.8M

195,887

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETAPP INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for NETAPP INC, as it reported them
NETAPP INC · COM CUSIP — src ↗	$23.0M	224,938
NETAPP INC · COM CUSIP — src ↗	$38.1K	372

$23.1M

225,310

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CME GROUP INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CME GROUP INC, as it reported them
CME GROUP INC · COM CUSIP — src ↗	$22.9M	77,406
CME GROUP INC · COM CUSIP — src ↗	$17.4K	59

$22.9M

77,465

0.7%

—

GLOBAL X FDS

7 positions · 8 reported rows

Rows Moran Wealth Management, LLC reported for GLOBAL X FDS, as it reported them
GLOBAL X FDS · GLBX MSCI COLUM CUSIP 37954Y327 src ↗	$11.7M	294,591
GLOBAL X FDS · LITHIUM BTRY ETF CUSIP 37954Y855 src ↗	$2.4M	31,612
GLOBAL X FDS · ARTIFICIAL ETF CUSIP 37954Y632 src ↗	$2.2M	47,341
GLOBAL X FDS · FINTECH ETF CUSIP 37954Y814 src ↗	$2.1M	89,744
GLOBAL X FDS · INTERNET OF THNG CUSIP 37954Y780 src ↗	$1.8M	48,603
GLOBAL X FDS · MILLENNIAL CONSU CUSIP 37954Y764 src ↗	$1.5M	36,869
GLOBAL X FDS · GLOBAL X URANIUM CUSIP 37954Y871 src ↗	$1.1M	21,848
GLOBAL X FDS · GLBX MSCI COLUM CUSIP 37954Y327 src ↗	$10.3K	260

ticker not yet mapped

$22.7M

570,868

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for ARISTA NETWORKS INC, as it reported them
ARISTA NETWORKS INC · COM SHS CUSIP — src ↗	$22.3M	181,823
ARISTA NETWORKS INC · COM SHS CUSIP — src ↗	$96.0K	782

$22.4M

182,605

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for JOHNSON & JOHNSON, as it reported them
JOHNSON & JOHNSON · COM CUSIP — src ↗	$22.0M	90,182
JOHNSON & JOHNSON · COM CUSIP — src ↗	$176K	721

$22.2M

90,903

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for TEXAS INSTRS INC, as it reported them
TEXAS INSTRS INC · COM CUSIP — src ↗	$21.7M	111,717
TEXAS INSTRS INC · COM CUSIP — src ↗	$56.5K	291

$21.7M

112,008

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REPUBLIC SVCS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for REPUBLIC SVCS INC, as it reported them
REPUBLIC SVCS INC · COM CUSIP — src ↗	$21.4M	97,927
REPUBLIC SVCS INC · COM CUSIP — src ↗	$34.8K	159

$21.5M

98,086

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PROGRESSIVE CORP, as it reported them
PROGRESSIVE CORP · COM CUSIP — src ↗	$21.3M	107,548
PROGRESSIVE CORP · COM CUSIP — src ↗	$20.8K	105

$21.3M

107,653

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CISCO SYS INC, as it reported them
CISCO SYS INC · COM CUSIP — src ↗	$21.2M	272,841
CISCO SYS INC · COM CUSIP — src ↗	$162K	2,084

$21.3M

274,925

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUEST DIAGNOSTICS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for QUEST DIAGNOSTICS INC, as it reported them
QUEST DIAGNOSTICS INC · COM CUSIP — src ↗	$21.2M	108,177
QUEST DIAGNOSTICS INC · COM CUSIP — src ↗	$34.1K	174

$21.2M

108,351

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CASEYS GEN STORES INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CASEYS GEN STORES INC, as it reported them
CASEYS GEN STORES INC · COM CUSIP — src ↗	$20.8M	28,610
CASEYS GEN STORES INC · COM CUSIP — src ↗	$12.4K	17

$20.8M

28,627

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AFLAC INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for AFLAC INC, as it reported them
AFLAC INC · COM CUSIP — src ↗	$20.6M	187,498
AFLAC INC · COM CUSIP — src ↗	$88.5K	807

$20.7M

188,305

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for META PLATFORMS INC, as it reported them
META PLATFORMS INC · CL A CUSIP — src ↗	$20.1M	35,193
META PLATFORMS INC · CL A CUSIP — src ↗	$444K	776

$20.6M

35,969

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MCKESSON CORP, as it reported them
MCKESSON CORP · COM CUSIP — src ↗	$20.0M	23,131
MCKESSON CORP · COM CUSIP — src ↗	$247K	286

$20.3M

23,417

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOTOROLA SOLUTIONS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MOTOROLA SOLUTIONS INC, as it reported them
MOTOROLA SOLUTIONS INC · COM NEW CUSIP — src ↗	$20.2M	46,482
MOTOROLA SOLUTIONS INC · COM NEW CUSIP — src ↗	$52.5K	121

$20.2M

46,603

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for WALMART INC, as it reported them
WALMART INC · COM CUSIP — src ↗	$19.9M	159,815
WALMART INC · COM CUSIP — src ↗	$176K	1,416

$20.0M

161,231

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for EATON CORP PLC, as it reported them
EATON CORP PLC · SHS CUSIP — src ↗	$19.4M	54,260
EATON CORP PLC · SHS CUSIP — src ↗	$60.1K	168

$19.5M

54,428

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PROCTER & GAMBLE CO, as it reported them
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$19.3M	133,943
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$94.8K	656

$19.4M

134,599

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for AMAZON COM INC, as it reported them
AMAZON COM INC · COM CUSIP — src ↗	$18.3M	88,084
AMAZON COM INC · COM CUSIP — src ↗	$873K	4,192

$19.2M

92,276

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for LAM RESEARCH CORP, as it reported them
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$18.9M	88,438
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$82.7K	387

$19.0M

88,825

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CHEVRON CORPORATION, as it reported them
CHEVRON CORPORATION · COM CUSIP — src ↗	$18.6M	89,977
CHEVRON CORPORATION · COM CUSIP — src ↗	$88.8K	429

$18.7M

90,406

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KROGER CO

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for KROGER CO, as it reported them
KROGER CO · COM CUSIP — src ↗	$18.5M	256,257
KROGER CO · COM CUSIP — src ↗	$23.2K	320

$18.6M

256,577

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CENCORA INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CENCORA INC, as it reported them
CENCORA INC · COM CUSIP — src ↗	$18.4M	58,670
CENCORA INC · COM CUSIP — src ↗	$48.4K	154

$18.5M

58,824

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PULTE GROUP INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PULTE GROUP INC, as it reported them
PULTE GROUP INC · COM CUSIP — src ↗	$18.4M	156,767
PULTE GROUP INC · COM CUSIP — src ↗	$33.5K	285

$18.5M

157,052

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for QUANTA SVCS INC, as it reported them
QUANTA SVCS INC · COM CUSIP — src ↗	$18.2M	33,168
QUANTA SVCS INC · COM CUSIP — src ↗	$116K	211

$18.3M

33,379

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IRON MTN INC DEL

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for IRON MTN INC DEL, as it reported them
IRON MTN INC DEL · COM CUSIP — src ↗	$17.7M	173,076
IRON MTN INC DEL · COM CUSIP — src ↗	$29.0K	284

$17.7M

173,360

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTEC INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MASTEC INC, as it reported them
MASTEC INC · COM CUSIP — src ↗	$17.6M	54,667
MASTEC INC · COM CUSIP — src ↗	$108K	337

$17.7M

55,004

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for AMERICAN EXPRESS CO, as it reported them
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$17.5M	57,782
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$95.4K	315

$17.6M

58,097

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for APPLIED MATLS INC, as it reported them
APPLIED MATLS INC · COM CUSIP — src ↗	$17.2M	50,396
APPLIED MATLS INC · COM CUSIP — src ↗	$197K	575

$17.4M

50,971

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GARMIN LTD

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for GARMIN LTD, as it reported them
GARMIN LTD · SHS CUSIP — src ↗	$17.4M	74,898
GARMIN LTD · SHS CUSIP — src ↗	$34.1K	147

$17.4M

75,045

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONOLITHIC PWR SYS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MONOLITHIC PWR SYS INC, as it reported them
MONOLITHIC PWR SYS INC · COM CUSIP — src ↗	$17.2M	15,706
MONOLITHIC PWR SYS INC · COM CUSIP — src ↗	$20.8K	19

$17.2M

15,725

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMCOR GROUP INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for EMCOR GROUP INC, as it reported them
EMCOR GROUP INC · COM CUSIP — src ↗	$16.3M	22,074
EMCOR GROUP INC · COM CUSIP — src ↗	$30.3K	41

$16.3M

22,115

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$15.8M	33,025
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$317K	661

$16.1M

33,686

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PENSKE AUTOMOTIVE GRP INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PENSKE AUTOMOTIVE GRP INC, as it reported them
PENSKE AUTOMOTIVE GRP INC · COM CUSIP — src ↗	$16.0M	107,135
PENSKE AUTOMOTIVE GRP INC · COM CUSIP — src ↗	$11.2K	75

$16.0M

107,210

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for LOWES COS INC, as it reported them
LOWES COS INC · COM CUSIP — src ↗	$15.8M	66,902
LOWES COS INC · COM CUSIP — src ↗	$35.9K	152

$15.8M

67,054

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for INTUIT, as it reported them
INTUIT · COM CUSIP — src ↗	$15.6M	36,076
INTUIT · COM CUSIP — src ↗	$77.8K	180

$15.7M

36,256

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for BLACKSTONE INC, as it reported them
BLACKSTONE INC · COM CUSIP — src ↗	$15.6M	135,533
BLACKSTONE INC · COM CUSIP — src ↗	$73.6K	640

$15.7M

136,173

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMFORT SYS USA INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for COMFORT SYS USA INC, as it reported them
COMFORT SYS USA INC · COM CUSIP — src ↗	$15.6M	11,318
COMFORT SYS USA INC · COM CUSIP — src ↗	$49.6K	36

$15.7M

11,354

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PEPSICO INC, as it reported them
PEPSICO INC · COM CUSIP — src ↗	$15.1M	97,320
PEPSICO INC · COM CUSIP — src ↗	$235K	1,516

$15.3M

98,836

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WABTEC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for WABTEC, as it reported them
WABTEC · COM CUSIP — src ↗	$15.2M	60,804
WABTEC · COM CUSIP — src ↗	$64.5K	258

$15.3M

61,062

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for COSTCO WHOLESALE CORPORATION, as it reported them
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$15.1M	15,125
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$172K	173

$15.2M

15,298

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for KLA CORP, as it reported them
KLA CORP · COM NEW CUSIP — src ↗	$15.0M	10,216
KLA CORP · COM NEW CUSIP — src ↗	$86.9K	59

$15.1M

10,275

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STIFEL FINL CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for STIFEL FINL CORP, as it reported them
STIFEL FINL CORP · COM CUSIP — src ↗	$15.1M	204,095
STIFEL FINL CORP · COM CUSIP — src ↗	$20.5K	277

$15.1M

204,372

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TECHNIPFMC PLC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for TECHNIPFMC PLC, as it reported them
TECHNIPFMC PLC · COM CUSIP — src ↗	$14.5M	210,322
TECHNIPFMC PLC · COM CUSIP — src ↗	$12.9K	186

$14.6M

210,508

0.4%

—

PETROLEO BRASILEIRO S A

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PETROLEO BRASILEIRO S A, as it reported them
PETROLEO BRASILEIRO S A · SPONSORED ADR CUSIP — src ↗	$14.5M	698,471
PETROLEO BRASILEIRO S A · SPONSORED ADR CUSIP — src ↗	$20.6K	994

ticker not yet mapped

$14.5M

699,465

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MASTERCARD INCORPORATED, as it reported them
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$14.3M	28,657
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$73.0K	146

$14.4M

28,803

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SBA COMMUNICATIONS CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for SBA COMMUNICATIONS CORP, as it reported them
SBA COMMUNICATIONS CORP · CL A CUSIP — src ↗	$14.0M	81,580
SBA COMMUNICATIONS CORP · CL A CUSIP — src ↗	$5.3K	31

$14.0M

81,611

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROLLINS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for ROLLINS INC, as it reported them
ROLLINS INC · COM CUSIP — src ↗	$14.0M	261,448
ROLLINS INC · COM CUSIP — src ↗	$2.2K	41

$14.0M

261,489

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SS&C TECH HLDGS

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for SS&C TECH HLDGS, as it reported them
SS&C TECH HLDGS · COM CUSIP — src ↗	$13.9M	205,488
SS&C TECH HLDGS · COM CUSIP — src ↗	$27.2K	402

$13.9M

205,890

0.4%

—

VANGUARD WHITEHALL FDS

2 positions · 2 reported rows

Rows Moran Wealth Management, LLC reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · INTL HIGH ETF CUSIP — src ↗	$12.5M	132,834
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$1.3M	8,551

ticker not yet mapped

$13.8M

141,385

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INGERSOLL RAND INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for INGERSOLL RAND INC, as it reported them
INGERSOLL RAND INC · COM CUSIP — src ↗	$13.7M	171,000
INGERSOLL RAND INC · COM CUSIP — src ↗	$42.3K	528

$13.7M

171,528

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IQVIA HLDGS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for IQVIA HLDGS INC, as it reported them
IQVIA HLDGS INC · COM CUSIP — src ↗	$13.7M	80,417
IQVIA HLDGS INC · COM CUSIP — src ↗	$2.9K	17

$13.7M

80,434

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPOTIFY TECHNOLOGY S A

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for SPOTIFY TECHNOLOGY S A, as it reported them
SPOTIFY TECHNOLOGY S A · SHS CUSIP — src ↗	$13.6M	27,999
SPOTIFY TECHNOLOGY S A · SHS CUSIP — src ↗	$26.2K	54

$13.6M

28,053

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for APPLE INC, as it reported them
APPLE INC · COM CUSIP — src ↗	$11.3M	44,474
APPLE INC · COM CUSIP — src ↗	$2.1M	8,446

$13.4M

52,920

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for HOME DEPOT INC, as it reported them
HOME DEPOT INC · COM CUSIP — src ↗	$13.2M	40,008
HOME DEPOT INC · COM CUSIP — src ↗	$131K	399

$13.3M

40,407

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THE CIGNA GROUP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for THE CIGNA GROUP, as it reported them
THE CIGNA GROUP · COM CUSIP — src ↗	$12.9M	48,284
THE CIGNA GROUP · COM CUSIP — src ↗	$24.3K	91

$12.9M

48,375

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDTRONIC PLC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MEDTRONIC PLC, as it reported them
MEDTRONIC PLC · SHS CUSIP — src ↗	$12.7M	146,516
MEDTRONIC PLC · SHS CUSIP — src ↗	$1.5K	17

$12.7M

146,533

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for EXXON MOBIL CORP, as it reported them
EXXON MOBIL CORP · COM CUSIP — src ↗	$12.3M	72,458
EXXON MOBIL CORP · COM CUSIP — src ↗	$351K	2,067

$12.6M

74,525

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TOLL BROTHERS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for TOLL BROTHERS INC, as it reported them
TOLL BROTHERS INC · COM CUSIP — src ↗	$12.2M	89,425
TOLL BROTHERS INC · COM CUSIP — src ↗	$8.6K	63

$12.2M

89,488

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIAMS COS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for WILLIAMS COS INC, as it reported them
WILLIAMS COS INC · COM CUSIP — src ↗	$12.1M	166,445
WILLIAMS COS INC · COM CUSIP — src ↗	$3.7K	51

$12.1M

166,496

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONSTER BEVERAGE CORP NEW

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for MONSTER BEVERAGE CORP NEW, as it reported them
MONSTER BEVERAGE CORP NEW · COM CUSIP — src ↗	$12.0M	165,480
MONSTER BEVERAGE CORP NEW · COM CUSIP — src ↗	$39.1K	540

$12.0M

166,020

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PALO ALTO NETWORKS INC, as it reported them
PALO ALTO NETWORKS INC · COM CUSIP — src ↗	$11.8M	73,343
PALO ALTO NETWORKS INC · COM CUSIP — src ↗	$46.7K	291

$11.8M

73,634

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ITT INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for ITT INC, as it reported them
ITT INC · COM CUSIP — src ↗	$11.7M	61,368
ITT INC · COM CUSIP — src ↗	$56.8K	298

$11.7M

61,666

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PRICE T ROWE GROUP INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PRICE T ROWE GROUP INC, as it reported them
PRICE T ROWE GROUP INC · COM CUSIP — src ↗	$11.5M	127,924
PRICE T ROWE GROUP INC · COM CUSIP — src ↗	$8.3K	92

$11.5M

128,016

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC.

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for NETFLIX INC., as it reported them
NETFLIX INC. · COM CUSIP — src ↗	$11.3M	117,442
NETFLIX INC. · COM CUSIP — src ↗	$114K	1,183

$11.4M

118,625

0.3%

—

SCHWAB STRATEGIC TR

3 positions · 3 reported rows

Rows Moran Wealth Management, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$9.6M	314,445
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$1.0M	35,992
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$662K	22,751

ticker not yet mapped

$11.4M

373,188

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYSCO CORP

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for SYSCO CORP, as it reported them
SYSCO CORP · COM CUSIP — src ↗	$11.3M	158,752
SYSCO CORP · COM CUSIP — src ↗	$28.7K	402

$11.4M

159,154

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PACKAGING CORP AMER

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for PACKAGING CORP AMER, as it reported them
PACKAGING CORP AMER · COM CUSIP — src ↗	$11.3M	53,258
PACKAGING CORP AMER · COM CUSIP — src ↗	$34.2K	161

$11.3M

53,419

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERACTIVE BROKERS GROUP IN

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for INTERACTIVE BROKERS GROUP IN, as it reported them
INTERACTIVE BROKERS GROUP IN · COM CL A CUSIP — src ↗	$11.1M	165,892
INTERACTIVE BROKERS GROUP IN · COM CL A CUSIP — src ↗	$6.3K	94

$11.1M

165,986

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPROUTS FMRS MKT INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for SPROUTS FMRS MKT INC, as it reported them
SPROUTS FMRS MKT INC · COM CUSIP — src ↗	$11.1M	143,383
SPROUTS FMRS MKT INC · COM CUSIP — src ↗	$35.4K	459

$11.1M

143,842

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADRIDGE FINL SOLUTIONS IN

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for BROADRIDGE FINL SOLUTIONS IN, as it reported them
BROADRIDGE FINL SOLUTIONS IN · COM CUSIP — src ↗	$11.0M	67,793
BROADRIDGE FINL SOLUTIONS IN · COM CUSIP — src ↗	$50.7K	312

$11.1M

68,105

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BHP BILLITON LIMITED

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for BHP BILLITON LIMITED, as it reported them
BHP BILLITON LIMITED · SPONSORED ADS CUSIP — src ↗	$11.0M	151,731
BHP BILLITON LIMITED · SPONSORED ADS CUSIP — src ↗	$16.4K	225

$11.1M

151,956

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORPAY INC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for CORPAY INC, as it reported them
CORPAY INC · COM SHS CUSIP — src ↗	$11.0M	37,839
CORPAY INC · COM SHS CUSIP — src ↗	$8.7K	30

$11.0M

37,869

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RIO TINTO PLC

1 position · 2 reported rows

Rows Moran Wealth Management, LLC reported for RIO TINTO PLC, as it reported them
RIO TINTO PLC · SPONSORED ADR CUSIP — src ↗	$11.0M	117,691
RIO TINTO PLC · SPONSORED ADR CUSIP — src ↗	$13.3K	143

$11.0M

117,834

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BARRICK MNG CORP · COM SHS CUSIP —
2026-03-31 filed 2026-04-27 +27d

src ↗

$10.9M

267,263

0.3%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 26.0%below median 80.0%
Concentration index: 55 bpsbelow median 446 bps
Positions with value: 780 / 780median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 26.0% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 55 · QoQ moves: 571

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Moran Wealth Management, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).