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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 $1,615,341,004
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - US TREAS BD ETF
 10,483,782 $240,183,446 14.87%
2.
Microsoft Corp
 MSFT 144,303 $53,416,642 3.31%
3.
Vanguard Index Fds
 165,190 $52,994,604 3.28%
4.
Apple Inc.
 AAPL 202,910 $51,496,529 3.19%
5.
Alphabet Inc.
 GOOGL 148,172 $42,608,340 2.64%
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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