Morton Brown Family Wealth, LLC

Morton Brown Family Wealth, LLC reported 416 holdings worth US$441M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 21, 2026

Morton Brown Family Wealth, LLC reported 416 holdings worth US$441M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Broadcom Inc. Filed Jul 21, 2026 (Form 13F).

Holdings
416
Value as reported
US$441M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc8,410US$2.43M0.55%
Microsoft Corp.4,530US$1.69M0.38%
Broadcom Inc.3,444US$1.3M0.29%
Air Products And Chemicals, Inc.2,993US$877K0.20%
Nvidia Corporation3,559US$712K0.16%
Bank Of America Corporation11,837US$674K0.15%
Alphabet Inc (google) Class C1,365US$488K0.11%
Mcdonald's Corporation1,674US$453K0.10%
Village Super Market, Inc.9,245US$390K0.09%
Berkshire Hathaway Inc.714US$357K0.08%
Caterpillar, Inc.299US$318K0.07%
Corning Incorporated1,008US$257K0.06%
Amgen Inc.671US$243K0.06%
Interdigital, Inc.850US$241K0.05%
Crossamerica Partners Lp9,996US$224K0.05%
Advanced Micro Devices Inc371US$216K0.05%
Qualcomm Incorporated1,154US$213K0.05%
Rtx Corporation1,072US$203K0.05%
Marriott International532US$197K0.04%
Johnson & Johnson713US$181K0.04%
Fifth Third Bancorp2,835US$160K0.04%
Amazon.com, Inc.587US$140K0.03%
Union Pacific Corporation508US$138K0.03%
Walmart Inc.1,074US$122K0.03%
Walt Disney Company (the)1,222US$118K0.03%
Jp Morgan Chase & Co.321US$105K0.02%
Micron Technology, Inc.86US$99,2690.02%
Paychex, Inc.990US$97,3470.02%
Cisco Systems, Inc.805US$94,5190.02%
Nextera Energy, Inc.1,056US$92,6850.02%
American Water Works Company, Inc.700US$92,1060.02%
Eli Lilly And Company73US$87,5580.02%
International Business Machines Corporation303US$85,2070.02%
3m Company500US$80,9550.02%
Block, Inc.1,007US$76,5320.02%
Ameriprise Financial, Inc.160US$73,4020.02%
Northrop Grumman Corporation142US$72,2740.02%
Home Depot, Inc. (the)197US$69,3660.02%
Tesla, Inc.157US$66,0340.01%
Ge Aerospace173US$64,6550.01%
Goldman Sachs Group, Inc. (the)57US$57,6150.01%
Truist Financial Corporation1,104US$54,9830.01%
Ge Vernova Inc.45US$52,8690.01%
Gilead Sciences, Inc.414US$52,3600.01%
Ppl Corporation1,381US$50,2090.01%
Space Exploration Technologies Corp287US$49,0370.01%
Phillips 66289US$48,8550.01%
Talen Energy Corporation120US$46,1110.01%
Mondelez International, Inc.764US$44,1900.01%
Ceco Environmental Corp.481US$43,646<0.01%
Emerson Electric Company300US$42,945<0.01%
Meta Platforms, Inc.76US$42,810<0.01%
Wheaton Precious Metals Corp358US$40,211<0.01%
Abbvie Inc.156US$39,256<0.01%
Universal Display Corporation434US$37,580<0.01%
Costco Wholesale Corporation39US$36,086<0.01%
Woodward, Inc.80US$34,035<0.01%
Omnicom Group Inc.459US$33,429<0.01%
Southern Company (the)314US$30,053<0.01%
Palantir Technologies Inc.250US$29,168<0.01%
Coca-cola Company (the)357US$29,013<0.01%
Tapestry, Inc.184US$26,907<0.01%
Procter & Gamble Company (the)178US$26,102<0.01%
Deere & Company41US$26,008<0.01%
Pfizer, Inc.1,079US$25,979<0.01%
Keycorp1,116US$25,724<0.01%
Cummins Inc.34US$24,541<0.01%
Morgan Stanley111US$23,203<0.01%
Chevron Corporation131US$21,715<0.01%
Ugi Corporation627US$21,672<0.01%
Dell Technologies Inc.50US$21,573<0.01%
U.s. Bancorp344US$20,763<0.01%
Applied Materials, Inc.27US$19,521<0.01%
Unitedhealth Group Incorporated46US$19,119<0.01%
Merck & Company, Inc.148US$19,018<0.01%
State Street Corporation112US$18,973<0.01%
Conocophillips178US$18,505<0.01%
Citigroup, Inc.126US$17,635<0.01%
Viking Therapeutics, Inc.450US$17,555<0.01%
Starbucks Corporation171US$17,488<0.01%
United Parcel Service, Inc.151US$16,233<0.01%
Ocean Power Technologies, Inc.58,285US$15,271<0.01%
Robinhood Markets, Inc.150US$15,042<0.01%
Nrg Energy, Inc.100US$14,606<0.01%
Boeing Company (the)66US$14,287<0.01%
Philip Morris International Inc79US$14,216<0.01%
Royal Gold, Inc.70US$13,973<0.01%
Bristol-myers Squibb Company224US$12,907<0.01%
Cencora, Inc.40US$11,319<0.01%
Visa Inc.31US$10,636<0.01%
Wells Fargo & Company126US$10,413<0.01%
General Dynamics Corporation29US$10,273<0.01%
Interactive Brokers Group, Inc.116US$10,097<0.01%
Netflix, Inc.137US$9,782<0.01%
Solventum Corporation125US$9,644<0.01%
Abbott Laboratories103US$9,346<0.01%
Prudential Financial, Inc.85US$9,174<0.01%
Jacobs Solutions Inc.72US$9,086<0.01%
Uber Technologies, Inc.124US$8,948<0.01%
Guardant Health, Inc.58US$8,702<0.01%

Every holding of Morton Brown Family Wealth, LLC

Source

View original at SEC

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