Morangie Management LLC Top Holdings and 13F Report (2025) About Morangie Management LLCInvestment ActivityMorangie Management LLC has $115.36 million in total holdings as of June 30, 2025.Morangie Management LLC owns shares of 32 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 15.01% of the portfolio was purchased this quarter.About 17.85% of the portfolio was sold this quarter.This quarter, Morangie Management LLC has purchased 25 new stocks and bought additional shares in 12 stocks.Morangie Management LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings DraftKings $16,309,190KLAVIYO INC $16,262,183SPDR S&P 500 ETF Trust $13,835,920Amazon.com $11,513,069Invesco QQQ $7,162,042 Largest New Holdings this Quarter 81762P102 - ServiceNow $1,557,541 Holding37954Y293 - Global X MLP & Energy Infrastructure ETF $1,413,495 Holding464287200 - iShares Core S&P 500 ETF $1,168,230 Holding46654Q781 - J P MORGAN EXCHANGE TRADED F $1,053,503 Holding95040Q104 - Welltower $771,263 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 3,003 shares (about $1.86M)ServiceNow 1,515 shares (about $1.56M)Global X MLP & Energy Infrastructure ETF 22,558 shares (about $1.41M)The Goldman Sachs Group 1,729 shares (about $1.22M)iShares Core S&P 500 ETF 1,882 shares (about $1.17M) Largest Sales this Quarter KLAVIYO INC 538,741 shares (about $18.09M)DraftKings 55,665 shares (about $2.39M)iShares Russell 2000 ETF 360 shares (about $77.68K)Energy Select Sector SPDR Fund 415 shares (about $35.20K)Invesco QQQ 10 shares (about $5.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMorangie Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDKNGDraftKings$16,309,190$2,387,473 ▼-12.8%380,25614.1%Consumer DiscretionaryKLAVIYO INC$16,262,183$18,087,442 ▼-52.7%484,37514.1%COM SER ASPYSPDR S&P 500 ETF Trust$13,835,920$1,860,776 ▲15.5%22,32912.0%FinanceAMZNAmazon.com$11,513,069$569,533 ▲5.2%52,47810.0%Retail/WholesaleQQQInvesco QQQ$7,162,042$5,522 ▼-0.1%12,9696.2%FinanceGSThe Goldman Sachs Group$5,081,645$1,223,700 ▲31.7%7,1804.4%FinanceAAPLApple$4,980,678$493,021 ▲11.0%24,2764.3%Computer and TechnologyJPMJPMorgan Chase & Co.$4,892,521$1,091,221 ▲28.7%16,8764.2%FinanceMSMorgan Stanley$4,775,999$1,152,939 ▲31.8%33,9064.1%FinanceBACBank of America$4,412,069$1,126,926 ▲34.3%93,2393.8%FinanceMSFTMicrosoft$3,850,948$553,120 ▲16.8%7,7423.3%Computer and TechnologySNOWSnowflake$2,797,349$895,975 ▲47.1%12,5012.4%Computer and TechnologyNVDANVIDIA$2,059,372$722,060 ▲54.0%13,0341.8%Computer and TechnologyCRMSalesforce$1,795,660$510,432 ▲39.7%6,5751.6%Computer and TechnologySPGSimon Property Group$1,651,2870.0%10,2721.4%FinanceIWMiShares Russell 2000 ETF$1,562,751$77,684 ▼-4.7%7,2421.4%FinanceNOWServiceNow$1,557,541$1,557,541 ▲New Holding1,5151.4%Computer and TechnologyMLPXGlobal X MLP & Energy Infrastructure ETF$1,413,495$1,413,495 ▲New Holding22,5581.2%ETFGOOGLAlphabet$1,365,137$527,127 ▲62.9%7,7461.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$1,168,946$35,196 ▼-2.9%13,7831.0%ETFIVViShares Core S&P 500 ETF$1,168,230$1,168,230 ▲New Holding1,8821.0%ETFJ P MORGAN EXCHANGE TRADED F$1,053,503$1,053,503 ▲New Holding15,0200.9%EQUITY FOCUS ETFVTWVVanguard Russell 2000 Value ETF$824,6650.0%5,9290.7%ETFWELLWelltower$771,263$771,263 ▲New Holding5,0170.7%FinanceXLFFinancial Select Sector SPDR Fund$690,3150.0%13,1810.6%ETFGOOGAlphabet$570,3090.0%3,2150.5%Computer and TechnologyNUSCNuveen ESG Small-Cap ETF$492,5060.0%12,0890.4%ETFACWXiShares MSCI ACWI ex U.S. ETF$468,0800.0%7,6810.4%ManufacturingVEAVanguard FTSE Developed Markets ETF$354,431$354,431 ▲New Holding6,2170.3%ETFVGTVanguard Information Technology ETF$265,312$265,312 ▲New Holding4000.2%ETFVUGVanguard Growth ETF$241,4620.0%5500.2%ETFWOLFWolfspeed$9,981$856 ▼-7.9%25,0280.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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