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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 $1,621,688,630
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - US TREAS BD ETF
 10,483,782 $240,183,446 14.81%
2.
Microsoft Corp
 MSFT 144,303 $53,416,642 3.29%
3.
Vanguard Index Fds
 165,190 $52,994,604 3.27%
4.
Apple Inc.
 AAPL 202,910 $51,496,529 3.18%
5.
Alphabet Inc.
 GOOGL 148,172 $42,608,340 2.63%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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