Morningstar Investment Management LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.14 Billion distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares U.S. Treasury Bond ETF with a value of $255M, Vanguard Health Care ETF with a value of $101M, Vanguard Total Stock Market Et with a value of $71.1M, Microsoft Corp with a value of $64.7M, and Alphabet Inc. with a value of $63.1M.
Examining the 13F form we can see an decrease of $35.1M in the current position value, from $1.17B to 1.14B.
Morningstar Investment Management LLC is based out at Chicago, IL
Below you can find more details about Morningstar Investment Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
ETFs: $659 Million
Technology: $208 Million
Communication Services: $144 Million
Energy: $27 Million
Consumer Cyclical: $25.2 Million
Financial Services: $20.3 Million
Healthcare: $16.4 Million
Industrials: $16.3 Million
Other: $20.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
