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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 $2,719,703
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - US TREAS BD ETF
 10,701,492 $247,418 9.1%
2.
Nvidia Corp
 NVDA 572,290 $106,778 3.93%
3.
Microsoft Corp
 MSFT 163,143 $84,500 3.11%
4.
Apple Inc.
 AAPL 308,671 $78,597 2.89%
5.
Vanguard Index Fds
 219,333 $71,979 2.65%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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