Stock Taper

MORAN WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-B32.99K$16.51M
Nutrien Ltd.NTR33.1K$2.08M
Loews CorporationL33.31K$3.77M
Atrium Therapeutics, Inc.RNA33.32K$448.15K
FactSet Research Systems Inc.FDS33.51K$7.71M
Douglas Dynamics, Inc.PLOW33.69K$1.82M
Lockheed Martin CorporationLMT33.73K$17.19M
Jack Henry & Associates, Inc.JKHY33.8K$4.66M
United Airlines Holdings, Inc.UAL34.35K$4.67M
Wheaton Precious Metals Corp.WPM34.38K$3.86M
Snap-on IncorporatedSNA34.67K$13.95M
Booking Holdings Inc.BKNG34.84K$6.21M
Capital One Financial CorporationCOF34.88K$7M
MasTec, Inc.MTZ35.12K$14.61M
CRISPR Therapeutics AGCRSP35.37K$1.93M
Essential Properties Realty Trust, Inc.EPRT35.44K$1.06M
Jabil Inc.JBL35.64K$13.74M
Old Dominion Freight Line, Inc.ODFL35.98K$7.79M
InvenTrust Properties Corp.IVT36.24K$1.28M
United States Lime & Minerals, Inc.USLM36.97K$3.87M