Morey & Quinn Wealth Partners, LLC
Long book
$140.6M
Q1 2026
Positions
136
Top-10 weight
41%
concentration
Last quarter
+11.3%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsMorey & Quinn Wealth Partners, LLC is an institutional manager, running a $140.6M US long book across 136 positions.
The portfolio is moderately concentrated (top 10 ≈ 41% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: BERKSHIRE HATHAWAY INC-CL B, NVIDIA CORP, APPLE INC, FIRST TRUST CAPITAL STRENGTH, FTAI AVIATION LTD.
Over the last 6 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-0.7%
Q1 2025
+4.6%
Q2 2025
+7.7%
Q3 2025
+1.9%
Q4 2025
-1.4%
Q1 2026
+11.3%
Sector allocation
Technology 30%
Financials 21%
Industrials 12%
Consumer discretionary 10%
Services media 9%
Utilities 7%
Healthcare 4%
Other 2%
Long book by quarter
What does Morey & own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 24.4K | $11.7M | 8.3% | +0.5% |
| NVDA NVIDIA CORP | Technology | 43.7K | $7.6M | 5.4% | +0.8% |
| AAPL APPLE INC | Technology | 29.5K | $7.5M | 5.3% | +1.1% |
| FTAI FTAI AVIATION LTD | Services media | 23.6K | $5.8M | 4.1% | -0.5% |
| UNP UNION PACIFIC CORP | Industrials | 15.3K | $3.7M | 2.6% | +8.6% |
| MSFT MICROSOFT CORP | Technology | 9.0K | $3.3M | 2.4% | +5.5% |
| WMT WALMART INC | Consumer discretionary | 22.9K | $2.8M | 2.0% | +15.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 11.4K | $2.4M | 1.7% | +2.3% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 59.7K | $2.3M | 1.6% | -0.6% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 3 | $2.2M | 1.5% | Held |
| ALL ALLSTATE CORP | Financials | 10.1K | $2.1M | 1.5% | -0.3% |
| DE DEERE & CO | Industrials | 3.0K | $1.7M | 1.2% | -0.5% |
| OKE ONEOK INC | Utilities | 14.8K | $1.3M | 0.9% | Held |
| SGI SOMNIGROUP INTERNATIONAL INC | Other | 16.3K | $1.2M | 0.9% | Held |
| XOM EXXON MOBIL CORP | Energy | 6.8K | $1.2M | 0.8% | Held |
| GOOG ALPHABET INC-CL C | Technology | 4.0K | $1.1M | 0.8% | -0.3% |
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 3.5K | $1.1M | 0.8% | Held |
| TSLA TESLA INC | Industrials | 2.8K | $1.1M | 0.8% | Held |
| WCN WASTE CONNECTIONS INC | Utilities | 6.3K | $1.0M | 0.7% | Held |
| LECO LINCOLN ELECTRIC HOLDINGS | Industrials | 4.0K | $1.0M | 0.7% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 3.4K | $979K | 0.7% | +10.6% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 957 | $954K | 0.7% | +11.4% |
| MPWR MONOLITHIC POWER SYSTEMS INC | Technology | 831 | $909K | 0.6% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 2.6K | $870K | 0.6% | -0.4% |
| CAT CATERPILLAR INC | Industrials | 1.1K | $803K | 0.6% | -0.2% |
| CVS CVS HEALTH CORP | Healthcare | 10.3K | $743K | 0.5% | 0.0% |
| ORCL ORACLE CORP | Technology | 5.0K | $734K | 0.5% | +6.9% |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 11.6K | $727K | 0.5% | +1.4% |
| CW CURTISS-WRIGHT CORP | Industrials | 871 | $593K | 0.4% | Held |
| T AT&T INC | Communications | 20.4K | $592K | 0.4% | +1.6% |
| LLY ELI LILLY & CO | Healthcare | 632 | $581K | 0.4% | -4.4% |
| MU MICRON TECHNOLOGY INC | Technology | 1.7K | $575K | 0.4% | +0.5% |
| MCK MCKESSON CORP | Consumer discretionary | 654 | $566K | 0.4% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 10.7K | $538K | 0.4% | -5.0% |
| CRM SALESFORCE INC | Technology | 2.9K | $537K | 0.4% | +2.3% |
| V VISA INC-CLASS A SHARES | Services media | 1.7K | $519K | 0.4% | +7.9% |
| KO COCA-COLA CO/THE | Consumer staples | 6.8K | $514K | 0.4% | +54.1% |
| PEP PEPSICO INC | Consumer staples | 3.3K | $511K | 0.4% | Held |
| UNH UNITEDHEALTH GROUP INC | Financials | 1.7K | $466K | 0.3% | +1.3% |
| JPM JPMORGAN CHASE & CO | Financials | 1.6K | $462K | 0.3% | +5.5% |
| MRK MERCK & CO. INC. | Healthcare | 3.8K | $458K | 0.3% | Held |
| AMGN AMGEN INC | Healthcare | 1.3K | $451K | 0.3% | Held |
| CP CANADIAN PACIFIC KANSAS CITY | Industrials | 5.7K | $446K | 0.3% | Held |
| NEE NEXTERA ENERGY INC | Utilities | 4.8K | $443K | 0.3% | +1.3% |
| PG PROCTER & GAMBLE CO/THE | Other | 3.0K | $433K | 0.3% | +1.8% |
| VMI VALMONT INDUSTRIES | Industrials | 920 | $368K | 0.3% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 622 | $356K | 0.3% | +2.5% |
| RJF RAYMOND JAMES FINANCIAL INC | Financials | 2.4K | $353K | 0.3% | +0.3% |
| QCOM QUALCOMM INC | Technology | 2.6K | $333K | 0.2% | +4.0% |
| RTX RTX CORP | Industrials | 1.7K | $330K | 0.2% | +2.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 136 | $140.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 27, 2026 | 131 | $139.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 28, 2025 | 131 | $135.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 23, 2025 | 129 | $125.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 17, 2025 | 125 | $120.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 119 | $117.9M | canonical | SEC ↗ |
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