Morangie Management

Latest statistics and disclosures from Morangie Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, AMZN, QQQ, GS, MS, and represent 44.10% of Morangie Management's stock portfolio.
  • Added to shares of these 8 stocks: VGT, VO, VUG, WELL, QQQ, NVDA, GOOGL, AAPL.
  • Started 1 new stock position in VO.
  • Reduced shares in these 10 stocks: DKNG, KVYO, CRM, MSFT, AMZN, PLTR, SPY, UBER, NOW, BAC.
  • Morangie Management was a net seller of stock by $-2.0M.
  • Morangie Management has $120M in assets under management (AUM), dropping by 19.93%.
  • Central Index Key (CIK): 0002056670

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Portfolio Holdings for Morangie Management

Morangie Management holds 34 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 12.5 $15M 20k 748.69
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Amazon (AMZN) 10.4 $13M 53k 238.34
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Invesco Qqq Tr Unit Ser 1 (QQQ) 7.6 $9.2M 13k 737.25
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Goldman Sachs (GS) 6.8 $8.2M 8.1k 1011.41
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Morgan Stanley Com New (MS) 6.7 $8.1M 39k 209.05
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Apple (AAPL) 5.9 $7.1M 25k 289.37
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JPMorgan Chase & Co. (JPM) 5.3 $6.3M 19k 327.34
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Draftkings Com Cl A (DKNG) 5.2 $6.3M -20% 248k 25.26
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Bank of America Corporation (BAC) 5.1 $6.1M 108k 56.98
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Klaviyo Com Ser A (KVYO) 5.1 $6.1M -6% 403k 15.10
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Welltower Inc Com reit (WELL) 3.3 $4.0M 17k 226.98
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Snowflake Com Shs (SNOW) 2.5 $3.0M 12k 254.50
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NVIDIA Corporation (NVDA) 2.5 $3.0M 15k 200.10
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Alphabet Cap Stk Cl A (GOOGL) 2.4 $2.9M 8.0k 357.40
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Microsoft Corporation (MSFT) 2.4 $2.9M -5% 7.6k 373.04
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Simon Property (SPG) 1.9 $2.3M 10k 223.67
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Tidal Trust I Fund Gran Us Etf (GRNY) 1.8 $2.2M 78k 27.65
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Ishares Tr Russell 2000 Etf (IWM) 1.7 $2.1M 6.9k 300.45
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salesforce (CRM) 1.2 $1.5M -11% 9.5k 157.12
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Palantir Technologies Cl A (PLTR) 1.2 $1.5M -4% 13k 116.68
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Alphabet Cap Stk Cl C (GOOG) 1.2 $1.4M 4.0k 353.41
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Ishares Tr Core S&p500 Etf (IVV) 1.2 $1.4M 1.9k 749.08
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J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 1.0 $1.2M 15k 80.33
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Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.0 $1.2M 5.9k 195.44
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Select Sector Spdr Tr St Str Energ Etf (XLE) 0.9 $1.1M 21k 53.11
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Servicenow (NOW) 0.6 $718k -5% 7.2k 99.28
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Select Sector Spdr Tr St Str Finl Etf (XLF) 0.6 $707k 13k 53.61
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.5 $585k 7.7k 76.11
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $443k 6.2k 71.25
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Vanguard World Inf Tech Etf (VGT) 0.3 $383k +700% 3.2k 119.52
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $331k NEW 4.1k 80.58
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Vanguard Index Fds Growth Etf (VUG) 0.2 $284k +500% 3.3k 86.16
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Uber Technologies (UBER) 0.2 $237k -17% 3.3k 72.16
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $229k 969.00 236.77
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Past Filings by Morangie Management

SEC 13F filings are viewable for Morangie Management going back to 2025