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The Analysis of Morangie Management LLC's Holdings & P&L

Currently, Morangie Management LLC holds 33 types of securities in its portfolio with a total value $108.6M. In the most recent quarter, they have increased their positions in WELL (+6.7K shares, valued at $1.3M), MS (+1.7K shares, valued at $285.4K), GS (+337 shares, valued at $285.1K); decreased their positions in N/A (-16.9K shares, valued at $364.6K), GRNY (-12.5K shares, valued at $298.0K), SPY (-399 shares, valued at $260.2K).

1M P&L

+1.5M+1.45%

3M P&L

+2.9M+2.93%

HY P&L

-4.1M-3.84%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A23.7M

25.9%

2Capital Markets13.3M

14.6%

3Software - Infrastructure13.2M

14.5%

Top Industries by Stock Count

1N/A13 stocks

44.8%

2Software - Application4 stocks

13.8%

3Software - Infrastructure3 stocks

10.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T20.2K shares-1.94%2026-03-312026-04-20

AMZN AMAZON COM INC53.1K shares-1.06%2026-03-312026-04-20

KVYO KLAVIYO INC424.1K shares0.24%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR12.5K shares-1.56%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC8.1K shares4.31%2026-03-312026-04-20

DRAFTKINGS INC NEW DRAFTKINGS INC NEW312.9K shares-5.11%2026-03-312026-04-20

MS MORGAN STANLEY38.8K shares4.68%2026-03-312026-04-20

AAPL APPLE INC24.5K shares-0.46%2026-03-312026-04-20

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JPM JPMORGAN CHASE & CO19.4K shares5.16%2026-03-312026-04-20

BAC BANK AMERICA CORP108.6K shares5.38%2026-03-312026-04-20

WELL WELLTOWER INC17.2K shares63.41%2026-03-312026-04-20

MSFT MICROSOFT CORP8.1K shares-0.36%2026-03-312026-04-20

NVDA NVIDIA CORPORATION14.9K shares-0.33%2026-03-312026-04-20

ALPHABET INC ALPHABET INC8.0K shares-0.33%2026-03-312026-04-20

CRM SALESFORCE INC10.8K shares3.17%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC13.1K shares-0.32%2026-03-312026-04-20

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SPG SIMON PPTY GROUP INC NEW10.3K shares0.00%2026-03-312026-04-20

GRNY TIDAL TRUST I79.0K shares-13.64%2026-03-312026-04-20

SNOW SNOWFLAKE INC11.9K shares-0.12%2026-03-312026-04-20

IWM ISHARES TR6.9K shares0.00%2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR20.9K shares0.00%2026-03-312026-04-20

IVV ISHARES TR1.9K shares-3.22%2026-03-312026-04-20

ALPHABET INC ALPHABET INC4.0K shares-3.34%2026-03-312026-04-20

JPEF J P MORGAN EXCHANGE TRADED F15.0K shares0.00%2026-03-312026-04-20

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VTWV VANGUARD SCOTTSDALE FDS5.9K shares0.00%2026-03-312026-04-20

NOW SERVICENOW INC7.7K shares8.19%2026-03-312026-04-20

XLF SELECT SECTOR SPDR TR13.2K shares0.00%2026-03-312026-04-20

ACWX ISHARES TR7.7K shares0.00%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS6.2K shares0.00%2026-03-312026-04-20

UBER UBER TECHNOLOGIES INC4.0K shares-4.69%2026-03-312026-04-20

VGT VANGUARD WORLD FD400 shares0.00%2026-03-312026-04-20

VUG VANGUARD INDEX FDS550 shares0.00%2026-03-312026-04-20

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VIG VANGUARD SPECIALIZED FUNDS970 shares0.00%2026-03-312026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

-1.94%

Shares20.2K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-1.06%

Shares53.1K

Event2026-03-31

Filed2026-04-20

KVYO

KLAVIYO INC

0.24%

Shares424.1K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

-1.56%

Shares12.5K

Event2026-03-31

Filed2026-04-20

GOLDMAN SACHS GROUP INC

4.31%

Shares8.1K

Event2026-03-31

Filed2026-04-20

DRAFTKINGS INC NEW

-5.11%

Shares312.9K

Event2026-03-31

Filed2026-04-20

MORGAN STANLEY

4.68%

Shares38.8K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-0.46%

Shares24.5K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

5.16%

Shares19.4K

Event2026-03-31

Filed2026-04-20

BAC

BANK AMERICA CORP

5.38%

Shares108.6K

Event2026-03-31

Filed2026-04-20

WELL

WELLTOWER INC

63.41%

Shares17.2K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-0.36%

Shares8.1K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-0.33%

Shares14.9K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-0.33%

Shares8.0K

Event2026-03-31

Filed2026-04-20

CRM

SALESFORCE INC

3.17%

Shares10.8K

Event2026-03-31

Filed2026-04-20

PLTR

PALANTIR TECHNOLOGIES INC

-0.32%

Shares13.1K

Event2026-03-31

Filed2026-04-20

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-20

GRNY

TIDAL TRUST I

-13.64%

Shares79.0K

Event2026-03-31

Filed2026-04-20

SNOW

SNOWFLAKE INC

-0.12%

Shares11.9K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-20

XLE

SELECT SECTOR SPDR TR

0.00%

Shares20.9K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

-3.22%

Shares1.9K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-3.34%

Shares4.0K

Event2026-03-31

Filed2026-04-20

JPEF

J P MORGAN EXCHANGE TRADED F

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-20

VTWV

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-20

NOW

SERVICENOW INC

8.19%

Shares7.7K

Event2026-03-31

Filed2026-04-20

XLF

SELECT SECTOR SPDR TR

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-20

ACWX

ISHARES TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-20

UBER

UBER TECHNOLOGIES INC

-4.69%

Shares4.0K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

0.00%

Shares400

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

0.00%

Shares550

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares970

Event2026-03-31

Filed2026-04-20

Call Option Holdings

KVYO Call CallKLAVIYO INC7.5K shares0.00%2026-03-312026-04-20

KVYO Call

KLAVIYO INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-20

Put Option Holdings

No put option holdings data available