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Morangie Management LLC — 13F Holdings & Portfolio

CIK 2056670 · latest 13F-HR filed 2026-07-16

Backtest portfolio

Morangie Management LLC manages $120.4M in 13F-reported U.S. long-equity assets across 34 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (12.51%), AMZN (10.43%), QQQ (7.65%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 25, and trimmed 8.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
956 BEACHLAND BOULEVARD
SUITE 11
VERO BEACH, FL 32963
Phone
(908) 285-6686
Filing Manager
Morangie Management LLC
New York, NY
Signatory
JOSEPH C. HAND
CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER
Loading holdings…
AUM

$120.4M

Long-equity book

Holdings

34

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+1 / −0 / ↑25 / ↓8

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$2.0M +27.9%
  • STATE STR SPDR S&P 500 ETF T$1.9M +14.3%
  • MORGAN STANLEY$1.7M +26.5%
  • AMAZON COM INC$1.5M +13.7%
  • GOLDMAN SACHS GROUP INC$1.3M +19.0%
Show all 25 →

Top Trims

  • KLAVIYO INC-$2.2M -26.2%
  • SALESFORCE INC-$517.4K -25.7%
  • DRAFTKINGS INC NEW-$509.2K -7.5%
  • PALANTIR TECHNOLOGIES INC-$451.5K -23.5%
  • SELECT SECTOR SPDR TR-$170.1K -13.3%
Show all 8 →

New Positions

  • VANGUARD INDEX FDS$330.7K
Show all 1 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $15.1M 12.51% 20,120 SH
2 AMAZON COM INC AMZN 023135106 $12.6M 10.43% 52,699 SH
3 INVESCO QQQ TR QQQ 46090E103 $9.2M 7.65% 12,487 SH
4 GOLDMAN SACHS GROUP INC GS 38141G104 $8.2M 6.81% 8,112 SH
5 MORGAN STANLEY MS 617446448 $8.1M 6.71% 38,623 SH
6 APPLE INC AAPL 037833100 $7.1M 5.90% 24,534 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $6.3M 5.26% 19,332 SH
8 DRAFTKINGS INC NEW DKNG 26142V105 $6.3M 5.19% 247,626 SH
9 BANK OF AMER CORP BAC 060505104 $6.1M 5.10% 107,797 SH
10 KLAVIYO INC KVYO 49845K101 $6.1M 5.06% 403,166 SH
11 WELLTOWER INC WELL 95040Q104 $4.0M 3.29% 17,435 SH
12 SNOWFLAKE INC SNOW 833445109 $3.0M 2.52% 11,944 SH
13 NVIDIA CORPORATION NVDA 67066G104 $3.0M 2.48% 14,902 SH
14 ALPHABET INC GOOGL 02079K305 $2.9M 2.39% 8,044 SH
15 MICROSOFT CORP MSFT 594918104 $2.9M 2.37% 7,641 SH
16 SIMON PPTY GROUP INC NEW SPG 828806109 $2.3M 1.91% 10,271 SH
17 TIDAL TRUST I GRNY 886364231 $2.2M 1.79% 78,159 SH
18 ISHARES TR IWM 464287655 $2.1M 1.71% 6,867 SH
19 SALESFORCE INC CRM 79466L302 $1.5M 1.24% 9,507 SH
20 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.5M 1.22% 12,594 SH
21 ALPHABET INC GOOG 02079K107 $1.4M 1.18% 4,014 SH
22 ISHARES TR IVV 464287200 $1.4M 1.18% 1,891 SH
23 J P MORGAN EXCHANGE TRADED F JPEF 46654Q781 $1.2M 0.99% 14,775 SH
24 VANGUARD SCOTTSDALE FDS VTWV 92206C649 $1.2M 0.96% 5,929 SH
25 SELECT SECTOR SPDR TR XLE 81369Y506 $1.1M 0.92% 20,876 SH
26 SERVICENOW INC NOW 81762P102 $718.2K 0.60% 7,234 SH
27 SELECT SECTOR SPDR TR XLF 81369Y605 $706.7K 0.59% 13,181 SH
28 ISHARES TR ACWX 464288240 $584.6K 0.49% 7,681 SH
29 VANGUARD TAX-MANAGED FDS VEA 921943858 $443.0K 0.37% 6,217 SH
30 VANGUARD WORLD FD VGT 92204A702 $382.5K 0.32% 3,200 SH
31 VANGUARD INDEX FDS VO 922908629 $330.7K 0.27% 4,104 SH
32 VANGUARD INDEX FDS VUG 922908736 $284.3K 0.24% 3,300 SH
33 UBER TECHNOLOGIES INC UBER 90353T100 $237.0K 0.20% 3,285 SH
34 VANGUARD SPECIALIZED FUNDS VIG 921908844 $229.4K 0.19% 969 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $120.4M 34 0001172661-26-002645
2026-03-31 2026-04-20 $108.6M 34 0001172661-26-001512
2025-12-31 2026-01-16 $125.7M 34 0001172661-26-000214