Morningstar Investment Management LLC Purchases in Q2 2025

Morningstar Investment Management LLC

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HOLX
Hologic Inc

Healthcare
5.48K
New
$52.73 - $65.22 $289K - $358K
5.48K $357K
TROW
Price T Rowe Group Inc

Financial Services
3.68K
New
$80.27 - $98.06 $295K - $360K
3.68K $355K
CNI
Canadian National Railway CO

Industrials
3.38K
New
$92.66 - $108.13 $314K - $366K
3.38K $352K
PNW
Pinnacle West Capital Corp

Utilities
3.92K
New
$88.3 - $95.43 $346K - $374K
3.92K $350K
CFG
Citizens Financial Group Inc

Financial Services
7.77K
New
$34.27 - $44.75 $266K - $348K
7.77K $348K
QCOM
Qualcomm Inc

Technology
2.18K
New
$124.66 - $159.48 $271K - $347K
2.18K $347K
ABC
Amerisourcebergen Corp

Healthcare
1.15K
New
N/A
1.15K $346K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.42K
New
$183.31 - $241.46 $260K - $342K
1.42K $342K
CHD
Church & Dwight CO Inc

Consumer Defensive
3.51K
New
$91.57 - $110.76 $321K - $389K
3.51K $337K
SEIC
Sei Investments CO

Financial Services
3.71K
New
$66.45 - $89.86 $246K - $333K
3.71K $333K
NTAP
Net App, Inc.

Technology
3.04K
New
$76.1 - $106.55 $231K - $324K
3.04K $324K
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.36K
New
$57.41 - $74.81 $250K - $326K
4.36K $324K
MCD
Mcdonalds Corp

Consumer Cyclical
1.11K
New
$285.55 - $321.23 $316K - $355K
1.11K $323K
APO
Apollo Global Management, Inc.

Financial Services
2.25K
New
$108.68 - $145.07 $245K - $327K
2.25K $319K
CHT
Chunghwa Telecom CO LTD

Communication Services
68K
New
$37.72 - $46.87 $2.56M - $3.19M
68K $315K
DGX
Quest Diagnostics Inc

Healthcare
1.75K
New
N/A
1.75K $315K
MMM
3 M CO

Industrials
2.07K
New
$126.09 - $154.15 $261K - $319K
2.07K $315K
IBM
International Business Machines Corp

Technology
1.06K
New
$221.03 - $294.78 $235K - $313K
1.06K $313K
HAS
Hasbro, Inc.

Consumer Cyclical
4.21K
New
$50.71 - $73.82 $214K - $311K
4.21K $311K
CMI
Cummins Inc

Industrials
920
New
$267.12 - $336.65 $246K - $310K
920 $301K
KR
Kroger CO

Consumer Defensive
4.18K
New
$64.62 - $74.0 $270K - $309K
4.18K $300K
AMAT
Applied Materials Inc

Technology
1.63K
New
$126.95 - $183.52 $207K - $300K
1.63K $299K
RPRX
Royalty Pharma PLC

Healthcare
8.31K
New
$30.85 - $36.14 $256K - $300K
8.31K $299K
RJF
Raymond James Financial Inc

Financial Services
1.91K
New
$123.65 - $153.88 $236K - $294K
1.91K $293K
NXPI
Nxp Semiconductors N.V.

Technology
1.34K
New
$153.5 - $218.72 $205K - $292K
1.34K $292K
XOM
Exxon Mobil Corp

Energy
5.58K
+ 19.84%
$99.93 - $119.04 $558K - $664K
33.7K $3.63M
KHC
Kraft Heinz CO

Consumer Defensive
10.8K
New
$25.61 - $30.81 $278K - $334K
10.8K $280K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
57.4K
+ 23.83%
$11.11 - $14.46 $638K - $831K
299K $3.73M
IFF
International Flavors & Fragrances Inc

Basic Materials
3.68K
New
$66.85 - $79.33 $246K - $292K
3.68K $271K
Arista Networks Inc
2.63K
New
N/A
2.63K $269K
CDNS
Cadence Design Systems Inc

Technology
844
New
$231.64 - $323.08 $196K - $273K
844 $260K
DOX
Amdocs LTD

Technology
2.83K
New
$80.46 - $94.08 $227K - $266K
2.83K $258K
SNPS
Synopsys Inc

Technology
497
New
$380.9 - $517.66 $189K - $257K
497 $255K
TTD
Trade Desk, Inc.

Technology
3.55K
New
$45.27 - $79.4 $161K - $282K
3.55K $255K
SNX
Td Synnex Corp

Technology
1.88K
New
$95.81 - $137.79 $180K - $259K
1.88K $255K
AVY
Avery Dennison Corp

Industrials
1.44K
New
$159.58 - $183.97 $230K - $265K
1.44K $253K
PKG
Packaging Corp Of America

Consumer Cyclical
1.34K
New
$175.97 - $201.36 $237K - $271K
1.34K $253K
INGR
Ingredion Inc

Consumer Defensive
1.85K
New
$123.22 - $140.95 $228K - $261K
1.85K $251K
CVX
Chevron Corp

Energy
4K
+ 29.36%
$133.73 - $168.51 $535K - $674K
17.6K $2.52M
JNPR
Juniper Networks Inc

Technology
6.13K
New
$33.93 - $39.93 $208K - $245K
6.13K $245K
ED
Consolidated Edison Inc

Utilities
2.43K
New
$98.05 - $113.3 $238K - $275K
2.43K $244K
NRG
Nrg Energy, Inc.

Utilities
1.52K
New
$83.61 - $162.67 $127K - $247K
1.52K $244K
HRL
Hormel Foods Corp

Consumer Defensive
8.05K
New
$29.11 - $31.44 $234K - $253K
8.05K $243K
FFIV
F5, Inc.

Technology
814
New
$239.25 - $295.9 $195K - $241K
814 $240K
Lam Research Corp
2.44K
New
N/A
2.44K $237K
SNA
Snap On Inc

Industrials
759
New
$292.36 - $342.2 $222K - $260K
759 $236K
CMS
Cms Energy Corp

Utilities
3.39K
New
$68.57 - $75.51 $233K - $256K
3.39K $235K
EVRG
Evergy, Inc.

Utilities
3.38K
New
$64.06 - $69.64 $216K - $235K
3.38K $233K
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.04K
New
$90.5 - $114.3 $184K - $233K
2.04K $233K
Activity Summary
Buys All Purchases 187 New Holdings 140 Increased Positions 47 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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