Institutions / Morningstar Investment Management LLC
Morningstar Investment Management LLC
CIK 1673385 · Institution · as of Dec 31, 2025
Portfolio value
$1.69M
Positions
327
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 327 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $246.4K | 14.5% |
| Vanguard Index Fds | $71.5K | 4.2% |
| Apple Inc. | $56.3K | 3.3% |
| Microsoft Corp | $54.5K | 3.2% |
| Alphabet Inc. | $47.6K | 2.8% |
| SPDR Series Trust | $47.4K | 2.8% |
| Schwab Strategic Tr | $42.1K | 2.5% |
| NVIDIA Corp | $41.2K | 2.4% |
| SPDR Series Trust | $35.2K | 2.1% |
| Vanguard Charlotte Fds | $27.7K | 1.6% |
| Schwab Strategic Tr | $25.3K | 1.5% |
| Meta Platforms Inc | $23.6K | 1.4% |
| Fidelity Covington Trust | $21.4K | 1.3% |
| iShares Tr | $19.0K | 1.1% |
| Visa Inc | $18.6K | 1.1% |
| iShares Tr | $14.3K | 0.8% |
| BlackRock, Inc. | $13.8K | 0.8% |
| Mastercard Inc | $13.6K | 0.8% |
| Vanguard World Fd | $13.3K | 0.8% |
| Amazon.com Inc | $12.1K | 0.7% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $12.0K | 0.7% |
| Oracle Corp | $11.8K | 0.7% |
| Schwab Strategic Tr | $11.8K | 0.7% |
| Emerson Electric Co | $11.4K | 0.7% |
| Amphenol Corp /De | $10.9K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.