Morningstar Investment Management LLC - Portfolio overview

Morningstar Investment Management LLC has 524 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GOVT - ISHARES TR, 14.88%
2. MSFT - MICROSOFT CORP, 3.31%
3. VTI - VANGUARD INDEX FDS, 3.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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