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Home > Institutional Investor > Morningstar Investment Management Llc > 13F Holdings

Instuitional Investor - Morningstar Investment Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - US TREAS BD ETF
 7,204,727 $157,567,380 9.33%
2.
Microsoft Corp
 MSFT 159,779 $81,950,649 4.85%
3.
Apple Inc.
 AAPL 213,940 $71,246,299 4.22%
4.
Nvidia Corp
 NVDA 284,311 $64,930,946 3.85%
5.
Alphabet Inc.
 GOOGL 163,058 $56,104,997 3.32%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.