Morningstar Investment Management LLC - Q42025 Holdings

Morningstar Investment Management LLC holds 327 stocks with a total portfolio value of $ 1.69M as of Q42025. In Q42025, Morningstar Investment Management LLC added 18 new positions, increased stakes in 36 stocks, reduced 185 holdings, and fully exited 162 positions. The largest holding is Ishares Tr (GOVT), representing 14.55% of the total portfolio.