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Home > Institutional Investor > Morningstar Investment Management Llc > Profile

Instuitional Investor - Morningstar Investment Management Llc

Fund Profile
Filing Period:
Fund Name: Morningstar Investment Management Llc
Portfolio Value $1,693,957
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - US TREAS BD ETF
 10,701,492 $246,402 14.55%
2.
Vanguard Index Fds
 213,319 $71,519 4.22%
3.
Apple Inc.
 AAPL 207,210 $56,332 3.33%
4.
Microsoft Corp
 MSFT 112,681 $54,494 3.22%
5.
Alphabet Inc.
 GOOGL 152,208 $47,641 2.81%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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