CIK 1673385
Morningstar Investment Management LLC
Institutional 13F holdings & portfolio
Holdings
327
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 301–327 of 327
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| PDD | PDD HOLDINGS INC | 3K | $100K–$500K | SH |
| THRM | GENTHERM INC | 9K | $100K–$500K | SH |
| CHH | CHOICE HOTELS INTL INC | 3K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 956 | $100K–$500K | SH |
| CCJ | CAMECO CORP | 3K | $100K–$500K | SH |
| TME | TENCENT MUSIC ENTMT GROUP | 17K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 4K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 2K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 3K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 4K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 4K | $100K–$500K | SH |
| VTR | VENTAS INC | 3K | $100K–$500K | SH |
| CVE | CENOVUS ENERGY INC | 15K | $100K–$500K | SH |
| FLO | FLOWERS FOODS INC | 23K | $100K–$500K | SH |
| NTRS | NORTHERN TR CORP | 2K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 675 | $100K–$500K | SH |
| G | GENPACT LIMITED | 5K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 1K | $100K–$500K | SH |
| SYY | SYSCO CORP | 3K | $100K–$500K | SH |
| NI | NISOURCE INC | 5K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| WU | WESTERN UN CO | 20K | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 22K | $100K–$500K | SH |