Morey & Quinn Wealth Partners, LLC
Morey & Quinn Wealth Partners, LLC reported 143 holdings worth US$155M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Morey & Quinn Wealth Partners, LLC reported 143 holdings worth US$155M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Nvidia Corporation and Apple Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 143
- Value as reported
- US$155M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 28,329 | US$14.2M | 9.1% |
| Nvidia Corporation | 43,380 | US$8.68M | 5.6% |
| Apple Inc | 29,488 | US$8.53M | 5.5% |
| Ftai Aviation Ltd. | 22,295 | US$6.03M | 3.9% |
| Union Pacific Corporation | 15,025 | US$4.09M | 2.6% |
| Microsoft Corp. | 8,720 | US$3.25M | 2.1% |
| Amazon.com, Inc. | 11,390 | US$2.71M | 1.7% |
| Alphabet Inc (google) Class C | 7,237 | US$2.59M | 1.7% |
| Walmart Inc. | 22,037 | US$2.5M | 1.6% |
| Allstate Corporation (the) | 9,802 | US$2.33M | 1.5% |
| Micron Technology, Inc. | 1,731 | US$2M | 1.3% |
| Enterprise Products Partners L.p. | 53,482 | US$1.97M | 1.3% |
| Deere & Company | 2,947 | US$1.87M | 1.2% |
| Marriott International | 3,498 | US$1.3M | 0.83% |
| Welltower Inc. | 5,698 | US$1.29M | 0.83% |
| Somnigroup International Inc. | 16,252 | US$1.27M | 0.82% |
| Caterpillar, Inc. | 1,133 | US$1.21M | 0.78% |
| Monolithic Power Systems, Inc. | 831 | US$1.15M | 0.74% |
| Tesla, Inc. | 2,716 | US$1.14M | 0.73% |
| Oneok, Inc. | 13,123 | US$1.14M | 0.73% |
| Lincoln Electric Holdings, Inc. | 4,030 | US$1.07M | 0.69% |
| Waste Connections, Inc. | 6,196 | US$1.03M | 0.66% |
| Cvs Health Corporation | 9,192 | US$951K | 0.61% |
| Home Depot, Inc. (the) | 2,669 | US$941K | 0.61% |
| Exxon Mobil Corporation | 6,876 | US$940K | 0.60% |
| Costco Wholesale Corporation | 945 | US$884K | 0.57% |
| Nnn Reit, Inc. | 17,781 | US$827K | 0.53% |
| Oracle Corporation | 4,944 | US$725K | 0.47% |
| Eli Lilly And Company | 603 | US$723K | 0.47% |
| Unitedhealth Group Incorporated | 1,728 | US$718K | 0.46% |
| Curtiss-wright Corporation | 831 | US$630K | 0.41% |
| Advanced Micro Devices Inc | 1,035 | US$601K | 0.39% |
| Visa Inc. | 1,717 | US$589K | 0.38% |
| Coca-cola Company (the) | 7,001 | US$569K | 0.37% |
| Nexpoint Real Estate Finance, Inc. | 36,562 | US$567K | 0.36% |
| Jp Morgan Chase & Co. | 1,666 | US$545K | 0.35% |
| Valmont Industries, Inc. | 920 | US$531K | 0.34% |
| Intel Corporation | 3,627 | US$506K | 0.33% |
| Boston Scientific Corporation | 11,625 | US$496K | 0.32% |
| Mckesson Corporation | 650 | US$491K | 0.32% |
| Canadian Pacific Kansas City Limited | 5,668 | US$491K | 0.32% |
| Merck & Company, Inc. | 3,811 | US$490K | 0.31% |
| Qualcomm Incorporated | 2,605 | US$481K | 0.31% |
| Amgen Inc. | 1,275 | US$462K | 0.30% |
| Procter & Gamble Company (the) | 3,147 | US$461K | 0.30% |
| Verizon Communications Inc. | 10,684 | US$452K | 0.29% |
| Salesforce, Inc. | 2,874 | US$450K | 0.29% |
| Pepsico, Inc. | 3,262 | US$442K | 0.28% |
| Nextera Energy, Inc. | 4,919 | US$432K | 0.28% |
| At&t Inc. | 19,549 | US$405K | 0.26% |
| Mid-america Apartment Communities, Inc. | 2,834 | US$394K | 0.25% |
| Avnet, Inc. | 4,389 | US$390K | 0.25% |
| Raymond James Financial, Inc. | 2,440 | US$371K | 0.24% |
| Broadcom Inc. | 894 | US$338K | 0.22% |
| Meta Platforms, Inc. | 596 | US$336K | 0.22% |
| Rtx Corporation | 1,766 | US$335K | 0.22% |
| United Parcel Service, Inc. | 2,832 | US$304K | 0.20% |
| Jabil Inc. | 756 | US$291K | 0.19% |
| Walt Disney Company (the) | 3,002 | US$289K | 0.19% |
| Lamb Weston Holdings, Inc. | 6,234 | US$269K | 0.17% |
| Fidus Investment Corporation | 13,278 | US$253K | 0.16% |
| International Business Machines Corporation | 888 | US$250K | 0.16% |
| Cbre Group Inc | 1,829 | US$246K | 0.16% |
| Dba Sempra | 2,650 | US$246K | 0.16% |
| Conagra Brands, Inc. | 18,040 | US$243K | 0.16% |
| Asml Holding Nv | 118 | US$235K | 0.15% |
| Chevron Corporation | 1,365 | US$226K | 0.15% |
| Dte Energy Company | 1,429 | US$218K | 0.14% |
| Tractor Supply Company | 6,781 | US$214K | 0.14% |
| Wintrust Financial Corporation | 1,314 | US$211K | 0.14% |
| Starwood Property Trust Inc. | 12,703 | US$208K | 0.13% |
| Morgan Stanley | 993 | US$208K | 0.13% |
| Ladder Capital Corp | 19,199 | US$191K | 0.12% |
| Ares Commercial Real Estate Corporation | 11,266 | US$50,697 | 0.03% |
Source
View original at SEC
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