Fund Holdings

Morangie Management LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
SNOWFLAKE INC(SNOW)011,683+11,68302,635,1012.27%+2,635,101
APPLE INC(AAPL)24,27624,328+524,980,6786,194,6025.34%+1,213,924
SPDR S&P 500 ETF TR(SPY)22,32922,196-13313,835,92014,827,40712.79%+991,487
GOLDMAN SACHS GROUP INC(GS)7,1807,468+2885,081,6455,947,1425.13%+865,497
MORGAN STANLEY(MS)33,90635,377+1,4714,775,9995,623,5284.85%+847,529
JPMORGAN CHASE & CO.(JPM)16,87617,584+7084,892,5215,546,5214.78%+654,000
BANK AMERICA CORP93,23997,650+4,4114,412,0695,037,7644.34%+625,695
INVESCO QQQ TR12,96912,899-707,162,0427,753,2816.69%+591,239
ALPHABET INC(GOOG)7,7467,802+561,365,1371,896,7481.64%+531,611
WELLTOWER INC(WELL)5,0176,833+1,816771,2631,217,2311.05%+445,968
NVIDIA CORPORATION(NVDA)13,03413,096+622,059,3722,443,5832.11%+384,211
SIMON PPTY GROUP INC NEW(SPG)10,27210,27201,651,2871,927,6991.66%+276,412
ALPHABET INC(GOOG)3,2153,2150570,309783,0130.68%+212,704
VANGUARD SPECIALIZED FUNDS0970+9700209,2340.18%+209,234
MICROSOFT CORP(MSFT)7,7427,763+213,850,9484,020,8463.47%+169,898
ISHARES TR7,2427,075-1671,562,7511,711,8671.48%+149,116
ISHARES TR1,8821,958+761,168,2301,310,7011.13%+142,471
VANGUARD SCOTTSDALE FDS5,9295,9290824,665924,1530.80%+99,488
J P MORGAN EXCHANGE TRADED F15,02015,02001,053,5031,112,8320.96%+59,329
VANGUARD WORLD FD4004000265,312298,6520.26%+33,340
ISHARES TR7,6817,6810468,080499,3420.43%+31,262
SELECT SECTOR SPDR TR13,78313,392-3911,168,9461,196,4511.03%+27,505
VANGUARD INDEX FDS5505500241,462263,8560.23%+22,394
SELECT SECTOR SPDR TR13,18113,1810690,315710,0870.61%+19,772
VANGUARD TAX-MANAGED FDS6,2176,2170354,431372,5230.32%+18,092
AMAZON COM INC(AMZN)52,47852,467-1111,513,06911,520,1009.94%+7,031
DRAFTKINGS INC NEW(DKNG)(Call)800800034,31229,920-4,392
WOLFSPEED INC(WOLF)25,0280-25,0289,9810-9,981
KLAVIYO INC(KVYO)(Call)1,500500-1,00047,23513,845-33,390
SALESFORCE INC(CRM)6,5756,621+461,795,6601,571,9191.36%-223,741
SERVICENOW INC(NOW)1,5151,448-671,557,5411,332,5651.15%-224,976
NUSHARES ETF TR12,0890-12,089492,5060-492,506
GLOBAL X FDS22,5580-22,5581,413,4950-1,413,495
DRAFTKINGS INC NEW(DKNG)379,456375,740-3,71616,274,87814,052,68512.12%-2,222,193
SNOWFLAKE INC(SNOW)12,5010-12,5012,797,3490-2,797,349
KLAVIYO INC(KVYO)482,875469,756-13,11916,214,94813,007,54811.22%-3,207,400
Page 1 of 1