Moran Wealth Management, LLC

$3.3B reported 13(f) long value · latest quarter 2026-03-31 · CIK 0001965334 · EDGAR ↗

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 ↗

Period

$3.3B

reported valuesum 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

780

positionsALL retained default holdings for this (filer, period), including NULL-value ones

new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31

exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record

Position changes — into 2026-03-31

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

Position changes into quarter 2026-03-31
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead `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 (Add / New / 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	Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Δ sharesreported 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
BROADCOM INC COMposition key `pos:13695` · issuer key `iss:441`	trim	−$12.4M	−15,837	$71.0M	$58.6M	205,123	189,286
PARKER-HANNIFIN CORP COMposition key `pos:10968` · issuer key `iss:1677`	trim	−$8.6M	−10,936	$64.2M	$55.6M	73,069	62,133
NVIDIA CORPORATION COMposition key `pos:16535` · issuer key `iss:1593`	trim	−$4.5M	−3,765	$59.1M	$54.6M	316,914	313,149
TRANE TECHNOLOGIES PLC SHSposition key `pos:14960` · issuer key `iss:2639`	trim	+$1.7M	−3,775	$46.4M	$48.1M	119,149	115,374
EOG RES INC COMposition key `pos:13315` · issuer key `iss:780`	add	+$13.2M	+11,862	$30.5M	$43.7M	290,119	301,981
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGTposition key `pos:16039` · issuer key `iss:1216`	add	+$40.8M	+212,819	$906K	$41.8M	4,730	217,549
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADSposition key `pos:18380` · issuer key `iss:2080`	trim	−$6.0M	−33,539	$47.6M	$41.5M	156,484	122,945
HOWMET AEROSPACE INC COMposition key `pos:15311` · issuer key `iss:1130`	trim	+$73.9K	−19,252	$36.4M	$36.4M	177,308	158,056
MICROSOFT CORP COMposition key `pos:12680` · issuer key `iss:1473`	trim	−$13.0M	−5,342	$46.9M	$33.9M	96,999	91,657
CATERPILLAR INC COMposition key `pos:14306` · issuer key `iss:537`	trim	+$1.7M	−8,307	$31.9M	$33.5M	55,630	47,323
WILLIAMS SONOMA INC COMposition key `pos:12627` · issuer key `iss:2337`	trim	−$3.9M	−25,393	$35.4M	$31.5M	197,953	172,560
AMERIPRISE FINL INC COMposition key `pos:17716` · issuer key `iss:189`	add	−$1.6M	+3,240	$32.9M	$31.3M	67,172	70,412
AT&T INC COMposition key `pos:17343` · issuer key `iss:30`	trim	+$3.8M	−17,860	$25.5M	$29.3M	1,028,474	1,010,614
ZOETIS INC CL Aposition key `pos:12755` · issuer key `iss:2380`	add	+$3.7M	+44,563	$25.5M	$29.2M	202,741	247,304
CADENCE DESIGN SYSTEM INC COMposition key `pos:12669` · issuer key `iss:493`	trim	−$8.8M	−16,671	$37.9M	$29.0M	121,183	104,512
FEDEX CORP COMposition key `pos:18589` · issuer key `iss:903`	trim	+$1.3M	−13,113	$25.5M	$26.8M	88,367	75,254
MERCK & CO INC COMposition key `pos:18668` · issuer key `iss:1461`	trim	+$1.6M	−16,677	$24.9M	$26.5M	236,969	220,292
PACCAR INC COMposition key `pos:12991` · issuer key `iss:1664`	trim	−$404K	−15,804	$26.0M	$25.6M	237,209	221,405
VISA INC COM CL Aposition key `pos:13716` · issuer key `iss:2278`	add	+$3.5M	+21,672	$22.1M	$25.6M	62,912	84,584
JPMORGAN CHASE & CO COMposition key `pos:18958` · issuer key `iss:1247`	trim	−$3.2M	−2,422	$28.7M	$25.5M	89,207	86,785
LINDE PLC SHSposition key `pos:13548` · issuer key `iss:2557`	trim	+$14.8K	−8,331	$25.5M	$25.5M	59,752	51,421
LOCKHEED MARTIN CORP COMposition key `pos:18083` · issuer key `iss:1368`	trim	+$2.8M	−4,629	$22.4M	$25.2M	46,365	41,736
AMPHENOL CORP CL Aposition key `pos:16124` · issuer key `iss:197`	trim	−$2.9M	−8,858	$27.7M	$24.8M	204,745	195,887
ALPHABET INC CAP STK CL Aposition key `pos:16029` · issuer key `iss:152`	trim	−$4.6M	−8,018	$28.3M	$23.7M	90,551	82,533
NETAPP INC COMposition key `pos:13791` · issuer key `iss:1545`	trim	−$3.0M	−17,889	$26.0M	$23.1M	243,199	225,310
CME GROUP INC COMposition key `pos:16335` · issuer key `iss:476`	add	+$5.2M	+12,758	$17.7M	$22.9M	64,707	77,465
ARISTA NETWORKS INC COM SHSposition key `pos:12430` · issuer key `iss:244`	trim	−$2.1M	−4,451	$24.5M	$22.4M	187,056	182,605
JOHNSON & JOHNSON COMposition key `pos:14474` · issuer key `iss:1258`	add	+$5.9M	+12,160	$16.3M	$22.2M	78,743	90,903
ALPHABET INC CAP STK CL Cposition key `pos:18738` · issuer key `iss:152`	trim	−$5.0M	−9,388	$27.1M	$22.1M	86,356	76,968
TEXAS INSTRS INC COMposition key `pos:17749` · issuer key `iss:2125`	trim	+$877K	−8,275	$20.9M	$21.7M	120,283	112,008
REPUBLIC SVCS INC COMposition key `pos:14161` · issuer key `iss:1837`	trim	−$620K	−6,208	$22.1M	$21.5M	104,294	98,086
PROGRESSIVE CORP COMposition key `pos:12536` · issuer key `iss:1764`	trim	−$17.2M	−61,492	$38.5M	$21.3M	169,145	107,653
CISCO SYS INC COMposition key `pos:12802` · issuer key `iss:588`	add	+$188K	+445	$21.1M	$21.3M	274,480	274,925
QUEST DIAGNOSTICS INC COMposition key `pos:13299` · issuer key `iss:1793`	add	+$3.2M	+4,287	$18.1M	$21.2M	104,064	108,351
CASEYS GEN STORES INC COMposition key `pos:14845` · issuer key `iss:534`	add	+$15.2M	+18,517	$5.6M	$20.8M	10,110	28,627
AFLAC INC COMposition key `pos:16787` · issuer key `iss:17`	trim	−$1.2M	−9,954	$21.9M	$20.7M	198,259	188,305
META PLATFORMS INC CL Aposition key `pos:12241` · issuer key `iss:891`	add	−$1.9M	+1,881	$22.5M	$20.6M	34,088	35,969
MCKESSON CORP COMposition key `pos:18111` · issuer key `iss:1450`	trim	+$914K	−173	$19.4M	$20.3M	23,590	23,417
MOTOROLA SOLUTIONS INC COM NEWposition key `pos:14260` · issuer key `iss:1511`	add	+$4.3M	+5,106	$15.9M	$20.2M	41,497	46,603
WALMART INC COMposition key `pos:14365` · issuer key `iss:2299`	trim	+$1.8M	−2,089	$18.2M	$20.0M	163,320	161,231
EATON CORP PLC SHSposition key `pos:18756` · issuer key `iss:2493`	trim	−$83.2K	−6,953	$19.6M	$19.5M	61,381	54,428
PROCTER & GAMBLE CO COMposition key `pos:15878` · issuer key `iss:1758`	add	+$1.4M	+9,044	$18.0M	$19.4M	125,555	134,599
AMAZON COM INC COMposition key `pos:15054` · issuer key `iss:159`	add	+$17.8K	+9,092	$19.2M	$19.2M	83,184	92,276
LAM RESEARCH CORP COM NEWposition key `pos:11298` · issuer key `iss:1321`	trim	+$3.4M	−2,294	$15.6M	$19.0M	91,119	88,825
CHEVRON CORPORATION COMposition key `pos:12570` · issuer key `iss:572`	trim	+$4.4M	−3,778	$14.4M	$18.7M	94,184	90,406
KROGER CO COMposition key `pos:11105` · issuer key `iss:1305`	trim	+$2.5M	−739	$16.1M	$18.6M	257,316	256,577
CENCORA INC COMposition key `pos:16956` · issuer key `iss:188`	trim	−$3.6M	−6,436	$22.0M	$18.5M	65,260	58,824
PULTE GROUP INC COMposition key `pos:11401` · issuer key `iss:1778`	trim	−$1.6M	−13,741	$20.0M	$18.5M	170,793	157,052
QUANTA SVCS INC COMposition key `pos:14199` · issuer key `iss:1790`	trim	−$112K	−10,306	$18.4M	$18.3M	43,685	33,379
IRON MTN INC DEL COMposition key `pos:11911` · issuer key `iss:1228`	trim	+$1.5M	−21,780	$16.2M	$17.7M	195,140	173,360
MASTEC INC COMposition key `pos:16503` · issuer key `iss:1431`	trim	+$3.6M	−9,842	$14.1M	$17.7M	64,846	55,004
AMERICAN EXPRESS CO COMposition key `pos:12704` · issuer key `iss:168`	trim	−$5.0M	−2,827	$22.5M	$17.6M	60,924	58,097
APPLIED MATLS INC COMposition key `pos:15036` · issuer key `iss:226`	trim	+$1.0M	−12,750	$16.4M	$17.4M	63,721	50,971
GARMIN LTD SHSposition key `pos:12115` · issuer key `iss:2663`	trim	−$19.5M	−106,739	$36.9M	$17.4M	181,784	75,045
MONOLITHIC PWR SYS INC COMposition key `pos:15750` · issuer key `iss:1498`	trim	+$2.8M	−138	$14.4M	$17.2M	15,863	15,725
EMCOR GROUP INC COMposition key `pos:12443` · issuer key `iss:809`	trim	+$1.9M	−1,406	$14.4M	$16.3M	23,521	22,115
BERKSHIRE HATHAWAY INC DEL CL B NEWposition key `pos:12054` · issuer key `iss:360`	trim	−$1.5M	−1,389	$17.6M	$16.1M	35,075	33,686
PENSKE AUTOMOTIVE GRP INC COMposition key `pos:18207` · issuer key `iss:1697`	trim	−$7.5M	−41,719	$23.6M	$16.0M	148,929	107,210
LOWES COS INC COMposition key `pos:17070` · issuer key `iss:1374`	add	+$275K	+2,497	$15.6M	$15.8M	64,557	67,054
INTUIT COMposition key `pos:14708` · issuer key `iss:1212`	add	−$7.4M	+1,463	$23.0M	$15.7M	34,793	36,256
BLACKSTONE INC COMposition key `pos:16515` · issuer key `iss:396`	trim	−$6.1M	−5,038	$21.8M	$15.7M	141,211	136,173
COMFORT SYS USA INC COMposition key `pos:18892` · issuer key `iss:624`	trim	−$10.8M	−17,003	$26.5M	$15.7M	28,357	11,354
PEPSICO INC COMposition key `pos:14709` · issuer key `iss:1700`	add	+$2.7M	+10,864	$12.6M	$15.3M	87,972	98,836
WABTEC COMposition key `pos:13462` · issuer key `iss:2298`	trim	+$170K	−9,633	$15.1M	$15.3M	70,695	61,062
COSTCO WHOLESALE CORPORATION COMposition key `pos:12889` · issuer key `iss:669`	add	+$4.4M	+2,674	$10.9M	$15.2M	12,624	15,298
KLA CORP COM NEWposition key `pos:19106` · issuer key `iss:1265`	trim	+$513K	−1,754	$14.6M	$15.1M	12,029	10,275
STIFEL FINL CORP COMposition key `pos:16649` · issuer key `iss:2043`	add	−$2.0M	+67,478	$17.1M	$15.1M	136,894	204,372
TECHNIPFMC PLC COMposition key `pos:18979` · issuer key `iss:2633`	new	+$14.6M	+210,508	$0	$14.6M	—	210,508
PETROLEO BRASILEIRO S A SPONSORED ADRposition key `pos:16256` · issuer key `iss:1708`	add	+$8.2M	+164,421	$6.3M	$14.5M	535,044	699,465
MASTERCARD INCORPORATED CL Aposition key `pos:15086` · issuer key `iss:1433`	trim	−$2.6M	−874	$16.9M	$14.4M	29,677	28,803
SBA COMMUNICATIONS CORP CL Aposition key `pos:12331` · issuer key `iss:1888`	add	−$710K	+5,325	$14.8M	$14.0M	76,286	81,611
ROLLINS INC COMposition key `pos:12799` · issuer key `iss:1866`	trim	−$3.6M	−30,586	$17.5M	$14.0M	292,075	261,489
SS&C TECH HLDGS COMposition key `pos:10984` · issuer key `iss:1901`	trim	−$5.3M	−13,444	$19.2M	$13.9M	219,334	205,890
INGERSOLL RAND INC COMposition key `pos:15655` · issuer key `iss:1173`	trim	−$1.3M	−18,207	$15.0M	$13.7M	189,735	171,528
IQVIA HLDGS INC COMposition key `pos:17397` · issuer key `iss:1223`	add	+$4.7M	+40,217	$9.1M	$13.7M	40,217	80,434
ISHARES INC MSCI BRAZIL ETFposition key `sid:sec:prov:41cf6d25149070cfb96bce55e753ab2c` · issuer key `cusip6:464286`	add	+$3.6M	+38,919	$10.1M	$13.7M	317,665	356,584
SPOTIFY TECHNOLOGY S A SHSposition key `pos:12641` · issuer key `iss:2676`	trim	−$7.0M	−7,348	$20.6M	$13.6M	35,401	28,053
APPLE INC COMposition key `pos:14088` · issuer key `iss:219`	add	+$450K	+5,174	$13.0M	$13.4M	47,746	52,920
HOME DEPOT INC COMposition key `pos:11561` · issuer key `iss:1122`	add	+$671K	+3,737	$12.6M	$13.3M	36,670	40,407
THE CIGNA GROUP COMposition key `pos:16385` · issuer key `iss:475`	add	+$913K	+4,808	$12.0M	$12.9M	43,567	48,375
MEDTRONIC PLC SHSposition key `pos:14280` · issuer key `iss:2560`	trim	−$1.9M	−4,909	$14.5M	$12.7M	151,442	146,533
EXXON MOBIL CORP COMposition key `pos:15436` · issuer key `iss:879`	trim	+$2.8M	−7,127	$9.8M	$12.6M	81,652	74,525
VANGUARD WHITEHALL FDS INTL HIGH ETFposition key `pos:14890` · issuer key `iss:2245`	add	+$4.1M	+39,805	$8.4M	$12.5M	93,029	132,834
TOLL BROTHERS INC COMposition key `pos:12848` · issuer key `iss:2142`	add	+$1.5M	+9,992	$10.7M	$12.2M	79,496	89,488
WILLIAMS COS INC COMposition key `pos:16453` · issuer key `iss:2336`	new	+$12.1M	+166,496	$0	$12.1M	—	166,496
MONSTER BEVERAGE CORP NEW COMposition key `pos:11172` · issuer key `iss:1501`	trim	−$1.7M	−13,167	$13.7M	$12.0M	179,187	166,020
PALO ALTO NETWORKS INC COMposition key `pos:15667` · issuer key `iss:1670`	add	−$364K	+7,572	$12.2M	$11.8M	66,062	73,634
ITT INC COMposition key `pos:11892` · issuer key `iss:1154`	trim	+$303K	−4,302	$11.4M	$11.7M	65,968	61,666
GLOBAL X FDS GLBX MSCI COLUMposition key `sid:sec:prov:ca9c1a81572bb3aac3fa15d11c104651` · issuer key `cusip6:37954Y`	add	+$1.8M	+19,464	$9.8M	$11.7M	275,387	294,851
PRICE T ROWE GROUP INC COMposition key `pos:13020` · issuer key `iss:1751`	add	−$1.3M	+2,130	$12.9M	$11.5M	125,886	128,016
NETFLIX INC. COMposition key `pos:16326` · issuer key `iss:1546`	trim	−$1.4M	−18,015	$12.8M	$11.4M	136,640	118,625
SYSCO CORP COMposition key `pos:16712` · issuer key `iss:2070`	trim	−$916K	−7,340	$12.3M	$11.4M	166,494	159,154
PACKAGING CORP AMER COMposition key `pos:12347` · issuer key `iss:1667`	trim	−$135K	−2,206	$11.5M	$11.3M	55,625	53,419
INTERACTIVE BROKERS GROUP IN COM CL Aposition key `pos:13946` · issuer key `iss:1196`	add	+$4.6M	+63,993	$6.6M	$11.1M	101,993	165,986
SPROUTS FMRS MKT INC COMposition key `pos:17753` · issuer key `iss:2028`	add	+$823K	+14,921	$10.3M	$11.1M	128,921	143,842
BROADRIDGE FINL SOLUTIONS IN COMposition key `pos:11907` · issuer key `iss:440`	new	+$11.1M	+68,105	$0	$11.1M	—	68,105
BHP BILLITON LIMITED SPONSORED ADSposition key `pos:11465` · issuer key `iss:366`	add	+$2.7M	+13,499	$8.4M	$11.1M	138,457	151,956
CORPAY INC COM SHSposition key `pos:18182` · issuer key `iss:663`	add	+$4.6M	+16,586	$6.4M	$11.0M	21,283	37,869
RIO TINTO PLC SPONSORED ADRposition key `pos:13734` · issuer key `iss:1849`	add	+$2.3M	+8,943	$8.7M	$11.0M	108,891	117,834
BARRICK MNG CORP COM SHSposition key `pos:12172` · issuer key `iss:334`	add	+$4.8M	+127,542	$6.1M	$10.9M	139,721	267,263

80 more changes below.

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗

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.

null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 26.0%share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets · HHI (bps) ·§: 55integer Herfindahl–Hirschman index in basis points over disclosed position values · 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 — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.

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.

View

Prior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

Reported positions — 2026-03-31

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

Every row below carries ticker not yet mapped — stated once here rather than repeated on every row.

KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters.

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

Issuera 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

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

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

Position changeShare change is available in the separate comparison view; it is not joined into this position list.

CongressThe congressional transaction join is unavailable in this build.

—

AVGOverified 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%

—

PHverified 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%

—

NVDAverified 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%

—

TTverified 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%

—

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

—

EOGverified 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

src ↗

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

$41.8M

217,549

—

1.3%

—

TSMverified 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%

—

HWMverified 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%

—

MSFTverified 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%

—

CATverified 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%

—

WSMverified 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%

—

AMPverified 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

$31.0M

865,501

—

1.0%

—

Tverified 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%

—

ZTSverified 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%

—

CDNSverified 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%

—

FDXverified 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%

—

MRKverified 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%

—

PCARverified 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%

—

Vverified 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%

—

JPMverified 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%

—

LINverified 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%

—

LMTverified 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%

—

APHverified 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%

—

NTAPverified 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%

—

CMEverified 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

$22.7M

570,868

—

0.7%

—

ANETverified 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%

—

JNJverified 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%

—

TXNverified 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%

—

RSGverified 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%

—

PGRverified 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%

—

CSCOverified 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%

—

DGXverified 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%

—

CASYverified 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%

—

AFLverified 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%

—

METAverified 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%

—

MCKverified 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%

—

MSIverified 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%

—

WMTverified 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%

—

ETNverified 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%

—

PGverified 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%

—

AMZNverified 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%

—

LRCXverified 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%

—

CVXverified 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%

—

KRverified 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%

—

CORverified 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%

—

PHMverified 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%

—

PWRverified 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%

—

IRMverified 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%

—

MTZverified 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%

—

AXPverified 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%

—

AMATverified 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%

—

GRMNverified 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%

—

MPWRverified 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%

—

EMEverified 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%

—

BRK-Bverified 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%

—

PAGverified 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%

—

LOWverified 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%

—

INTUverified 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%

—

BXverified 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%

—

FIXverified 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%

—

PEPverified 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%

—

WABverified 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%

—

COSTverified 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%

—

KLACverified 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%

—

SFverified 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%

—

FTIverified 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

$14.5M

699,465

—

0.4%

—

MAverified 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%

—

SBACverified 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%

—

ROLverified 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%

—

SSNCverified 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

$13.8M

141,385

—

0.4%

—

IRverified 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%

—

IQVverified 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%

—

SPOTverified 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%

—

AAPLverified 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%

—

HDverified 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%

—

CIverified 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%

—

MDTverified 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%

—

XOMverified 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%

—

TOLverified 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%

—

WMBverified 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%

—

MNSTverified 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%

—

PANWverified 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%

—

ITTverified 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%

—

TROWverified 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%

—

NFLXverified 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

$11.4M

373,188

—

0.3%

—

SYYverified 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%

—

PKGverified 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%

—

IBKRverified 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%

—

SFMverified 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%

—

BRverified 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%

—

BHPverified 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%

—

CPAYverified 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%

—

RIOverified 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%

—

Bverified 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

src ↗

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

$10.9M

267,263

—

0.3%

—

every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here

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).