Morningstar Investment Services
Latest statistics and disclosures from Morningstar Investment Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, VTI, GOOGL, ENB, MSFT, and represent 25.86% of Morningstar Investment Services's stock portfolio.
- Added to shares of these 10 stocks: BND (+$88M), VTI (+$51M), KMX (+$46M), RBLX (+$28M), APD (+$24M), MCHI (+$23M), ORCL (+$22M), TSM (+$21M), MSFT (+$21M), VO (+$17M).
- Started 19 new stock positions in SU, MAS, SUSB, GWRE, TER, GILD, STLA, MPWR, COST, JMUB. VT, EFX, LNG, PBR, ETSY, APD, SPGI, NUMV, FMS.
- Reduced shares in these 10 stocks: VMBS (-$59M), SCHP (-$29M), MLPX (-$25M), EWW (-$23M), CNP (-$17M), VTV (-$17M), HD (-$16M), IXC (-$14M), FSTA (-$12M), AXP (-$11M).
- Sold out of its positions in AMT, BP, BIDU, BTI, CNQ, CAT, DPZ, TWNK, INTC, PSP. EWW, TIP, MELI, MRK, OVV, STPZ, POR, SPY, SCHM, TAK, TMO, VBK, WU, ACN.
- Morningstar Investment Services was a net buyer of stock by $284M.
- Morningstar Investment Services has $9.0B in assets under management (AUM), dropping by 0.04%.
- Central Index Key (CIK): 0001478215
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Portfolio Holdings for Morningstar Investment Services
Companies in the Morningstar Investment Services portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Bd Index Total Bnd Mrkt (BND) | 8.7 | $783M | +12% | 9.9M | 79.43 | |
Vanguard Index Fds Stk Mrk Etf (VTI) | 7.3 | $656M | +8% | 2.8M | 231.70 | |
Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $341M | +2% | 120k | 2841.88 | |
Enbridge (ENB) | 3.2 | $287M | +2% | 6.2M | 46.29 | |
Microsoft Corporation (MSFT) | 2.9 | $259M | +8% | 825k | 314.29 | |
MasterCard Cl A (MA) | 2.6 | $230M | 633k | 363.70 | ||
Vanguard Bd Index Short Trm Bond (BSV) | 2.1 | $186M | +2% | 2.4M | 77.88 | |
Iqvia Holdings (IQV) | 2.1 | $186M | 801k | 231.95 | ||
Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $179M | +10% | 742k | 241.70 | |
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) | 2.0 | $177M | +2% | 3.6M | 48.83 | |
Vanguard Scottsdale Fds Int-term Gov (VGIT) | 1.9 | $170M | +4% | 2.7M | 62.81 | |
Facebook Cl A (FB) | 1.9 | $167M | +4% | 730k | 228.42 | |
Booking Holdings (BKNG) | 1.8 | $166M | 71k | 2340.39 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $161M | -3% | 451k | 356.85 | |
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AmerisourceBergen (ABC) | 1.8 | $159M | 1.0M | 155.11 | ||
Ishares Tr Eafe Value Etf (EFV) | 1.6 | $148M | 2.9M | 51.04 | ||
Visa Com Cl A (V) | 1.5 | $139M | 619k | 225.12 | ||
CarMax (KMX) | 1.5 | $132M | +54% | 1.3M | 102.19 | |
Amazon (AMZN) | 1.5 | $131M | +2% | 39k | 3342.52 | |
Vanguard Index Fds Value Etf (VTV) | 1.4 | $128M | -11% | 851k | 150.04 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $128M | +19% | 1.2M | 107.41 | |
Fidelity National Information Services (FIS) | 1.4 | $125M | +3% | 1.2M | 101.29 | |
Ishares Tr Msci Uk Etf New (EWU) | 1.4 | $125M | 3.7M | 33.91 | ||
Anthem (ANTM) | 1.2 | $109M | 219k | 499.33 | ||
Alphabet Cap Stk Cl C (GOOG) | 1.2 | $109M | 38k | 2856.58 | ||
UnitedHealth (UNH) | 1.2 | $104M | 201k | 518.04 | ||
Comcast Corp Cl A (CMCSA) | 1.0 | $91M | 1.9M | 47.72 | ||
Wells Fargo & Company (WFC) | 1.0 | $87M | +2% | 1.7M | 50.54 | |
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) | 1.0 | $86M | +3% | 3.2M | 27.02 | |
Roblox Corp Cl A (RBLX) | 0.9 | $85M | +49% | 1.7M | 48.89 | |
Lockheed Martin Corporation (LMT) | 0.9 | $83M | +3% | 187k | 443.48 | |
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.9 | $80M | +2% | 2.8M | 29.09 | |
Philip Morris International (PM) | 0.8 | $76M | +2% | 811k | 93.85 | |
Vanguard World Fds Financials Etf (VFH) | 0.8 | $68M | +2% | 710k | 95.75 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $64M | +13% | 1.4M | 46.91 | |
Oracle Corporation (ORCL) | 0.7 | $62M | +55% | 739k | 83.64 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $60M | +6% | 130k | 461.61 | |
Vanguard Mun Bd Tax Exempt Bd (VTEB) | 0.6 | $54M | +20% | 1.0M | 51.50 | |
Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.6 | $54M | 634k | 84.50 | ||
Netflix (NFLX) | 0.6 | $52M | +2% | 136k | 384.31 | |
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.6 | $52M | +2% | 564k | 91.40 | |
Ishares Tr Broad Usd High (USHY) | 0.6 | $51M | 1.3M | 39.00 | ||
eBay (EBAY) | 0.6 | $51M | +2% | 860k | 59.62 | |
United Parcel Service CL B (UPS) | 0.6 | $50M | +3% | 224k | 220.78 | |
Omni (OMC) | 0.5 | $49M | +2% | 564k | 86.46 | |
Lamar Advertising Cl A (LAMR) | 0.5 | $48M | +3% | 412k | 117.18 | |
Ishares Msci Germany Etf (EWG) | 0.5 | $47M | +17% | 1.6M | 29.29 | |
Ishares Tr Msci China Etf (MCHI) | 0.5 | $45M | +105% | 828k | 54.81 | |
Charles Schwab Corporation (SCHW) | 0.5 | $45M | 506k | 89.49 | ||
Uber Technologies (UBER) | 0.5 | $44M | 1.2M | 36.75 | ||
CVS Caremark Corporation (CVS) | 0.5 | $44M | +2% | 427k | 103.88 | |
Procter & Gamble Company (PG) | 0.5 | $44M | +2% | 284k | 154.67 | |
Becton, Dickinson and (BDX) | 0.5 | $44M | +2% | 162k | 269.64 | |
Exxon Mobil Corporation (XOM) | 0.5 | $42M | 509k | 83.41 | ||
Edison International (EIX) | 0.5 | $42M | +3% | 607k | 69.53 | |
Lyft Cl A Com (LYFT) | 0.5 | $42M | +23% | 1.1M | 39.07 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.5 | $41M | -41% | 669k | 60.86 | |
Duke Energy Corp Com New (DUK) | 0.4 | $40M | 358k | 111.35 | ||
Ishares Tr Jp Mor Em Mk Etf (EMB) | 0.4 | $40M | -9% | 407k | 97.84 | |
Ishares Tr Global Energ Etf (IXC) | 0.4 | $40M | -26% | 1.1M | 36.50 | |
Fiserv (FISV) | 0.4 | $39M | +2% | 383k | 102.38 | |
Johnson & Johnson (JNJ) | 0.4 | $38M | +2% | 212k | 179.11 | |
Dominion Resources (D) | 0.4 | $38M | 444k | 85.28 | ||
Novartis A G Sponsored Adr (NVS) | 0.4 | $38M | 429k | 87.83 | ||
Vanguard World Fds Consum Stp Etf (VDC) | 0.4 | $35M | -7% | 177k | 197.05 | |
Spirit Rlty Cap Com New (SRC) | 0.4 | $35M | +3% | 740k | 46.86 | |
General Dynamics Corporation (GD) | 0.4 | $34M | 139k | 243.36 | ||
Coca-Cola Company (KO) | 0.4 | $34M | +2% | 544k | 62.20 | |
Medtronic SHS (MDT) | 0.4 | $33M | -6% | 297k | 111.78 | |
Bank of New York Mellon Corporation (BK) | 0.4 | $33M | +2% | 627k | 52.12 | |
FirstEnergy (FE) | 0.4 | $32M | +2% | 694k | 45.71 | |
Verizon Communications (VZ) | 0.4 | $32M | +3% | 615k | 51.52 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $32M | 367k | 85.96 | ||
McKesson Corporation (MCK) | 0.3 | $31M | +3% | 102k | 307.01 | |
Unilever Spon Adr New (UL) | 0.3 | $31M | 673k | 46.26 | ||
Fidelity Covington Trust Consmr Staples (FSTA) | 0.3 | $30M | -27% | 660k | 45.95 | |
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.3 | $30M | -66% | 592k | 50.00 | |
Compass Minerals International (CMP) | 0.3 | $29M | +6% | 464k | 63.20 | |
Sanofi Sponsored Adr (SNY) | 0.3 | $29M | -8% | 561k | 51.55 | |
Hanesbrands (HBI) | 0.3 | $28M | +6% | 1.8M | 15.42 | |
Analog Devices (ADI) | 0.3 | $28M | 168k | 167.58 | ||
Spdr Series Trust Portfolio Sm Etf (SPSM) | 0.3 | $28M | +7% | 653k | 42.80 | |
Williams Companies (WMB) | 0.3 | $26M | +2% | 781k | 33.59 | |
Amgen (AMGN) | 0.3 | $26M | +2% | 106k | 242.31 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $25M | 180k | 140.73 | ||
Genuine Parts Company (GPC) | 0.3 | $25M | +3% | 194k | 129.21 | |
General Mills (GIS) | 0.3 | $25M | 369k | 67.87 | ||
Pinnacle West Capital Corporation (PNW) | 0.3 | $25M | +5% | 318k | 77.66 | |
Air Products & Chemicals (APD) | 0.3 | $24M | NEW | 93k | 253.17 | |
Texas Instruments Incorporated (TXN) | 0.3 | $23M | +2% | 123k | 188.38 | |
Lloyds Banking Group Sponsored Adr (LYG) | 0.3 | $23M | +3% | 9.1M | 2.51 | |
Truist Financial Corp equities (TFC) | 0.2 | $23M | +2% | 380k | 59.22 | |
Pepsi (PEP) | 0.2 | $22M | 132k | 168.03 | ||
Pfizer (PFE) | 0.2 | $20M | 388k | 52.51 | ||
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $20M | +173% | 373k | 54.32 | |
Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.2 | $20M | +9% | 370k | 53.02 | |
Ishares Tr National Mun Etf (MUB) | 0.2 | $19M | -18% | 177k | 109.47 | |
BlackRock (BLK) | 0.2 | $19M | +32% | 25k | 776.53 | |
Walt Disney Company (DIS) | 0.2 | $18M | 129k | 141.35 | ||
American Express Company (AXP) | 0.2 | $18M | -38% | 94k | 190.13 | |
Raytheon Com New (RTX) | 0.2 | $17M | 165k | 100.91 | ||
Dollar Tree (DLTR) | 0.2 | $16M | +9% | 100k | 159.73 | |
Ishares Tr Core Msci Total (IXUS) | 0.2 | $15M | +97% | 222k | 67.72 | |
Global X Fds Glb X Mlp Enrg I (MLPX) | 0.2 | $15M | -62% | 345k | 43.13 | |
Ingredion Incorporated (INGR) | 0.2 | $15M | +10% | 165k | 88.22 | |
Alnylam Pharmaceuticals (ALNY) | 0.2 | $14M | 84k | 165.65 | ||
Ishares Tr Core Total Usd (IUSB) | 0.2 | $14M | +31% | 275k | 49.54 | |
Ishares Tr Esg Us Agr Bd (EAGG) | 0.1 | $13M | 253k | 51.58 | ||
Wyndham Hotels And Resorts (WH) | 0.1 | $13M | +9% | 149k | 86.02 | |
Cigna Corp (CI) | 0.1 | $13M | +9% | 52k | 244.98 | |
WPP Adr (WPP) | 0.1 | $12M | 169k | 69.46 | ||
McDonald's Corporation (MCD) | 0.1 | $11M | 46k | 248.81 | ||
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $11M | 211k | 49.82 | ||
American Intl Group Com New (AIG) | 0.1 | $10M | +8% | 162k | 63.34 | |
Altria (MO) | 0.1 | $10M | +2% | 195k | 51.96 | |
Enterprise Products Partners (EPD) | 0.1 | $10M | 388k | 26.00 | ||
Starbucks Corporation (SBUX) | 0.1 | $10M | +3% | 110k | 91.09 | |
Discovery Com Ser C (DISCK) | 0.1 | $9.9M | +13% | 383k | 25.92 | |
Ishares Msci Sth Kor Etf (EWY) | 0.1 | $9.9M | +13% | 137k | 71.78 | |
Qualcomm (QCOM) | 0.1 | $9.8M | +8% | 63k | 155.59 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $9.6M | +12% | 36k | 271.64 | |
Diamondback Energy (FANG) | 0.1 | $9.2M | +4% | 66k | 139.01 | |
Dbx Etf Tr Xtrckr Msci Us (USSG) | 0.1 | $8.7M | +10% | 204k | 42.38 | |
J P Morgan Exchange-traded F Municipal Etf (JMUB) | 0.1 | $8.3M | NEW | 163k | 51.28 | |
Ionis Pharmaceuticals (IONS) | 0.1 | $8.0M | 223k | 35.91 | ||
Alibaba Group Hldg Sponsosored Adr (BABA) | 0.1 | $7.8M | +18% | 67k | 116.60 | |
Citigroup Com New (C) | 0.1 | $7.4M | +8% | 133k | 55.48 | |
Yum China Holdings (YUMC) | 0.1 | $7.4M | +183% | 169k | 43.68 | |
Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $7.4M | +2% | 635k | 11.58 | |
Abbvie (ABBV) | 0.1 | $6.8M | +8% | 42k | 163.21 | |
CenterPoint Energy (CNP) | 0.1 | $6.4M | -72% | 207k | 30.80 | |
Crane (CR) | 0.1 | $6.2M | +10% | 57k | 110.08 | |
Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $6.2M | +250% | 75k | 83.29 | |
Capital One Financial (COF) | 0.1 | $6.1M | +8% | 45k | 134.88 | |
General Motors Company (GM) | 0.1 | $5.4M | +7% | 117k | 45.58 | |
Kellogg Company (K) | 0.1 | $4.8M | +6% | 75k | 64.04 | |
Zimmer Holdings (ZBH) | 0.1 | $4.8M | +33% | 37k | 128.77 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $4.5M | -10% | 25k | 178.93 | |
Jd.com Spon Adr Cl A (JD) | 0.0 | $4.3M | +69% | 70k | 61.50 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $4.3M | +12% | 17k | 257.18 | |
Core Laboratories (CLB) | 0.0 | $4.0M | -7% | 126k | 32.09 | |
Guidewire Software (GWRE) | 0.0 | $3.8M | NEW | 39k | 95.42 | |
Apple (AAPL) | 0.0 | $3.7M | -9% | 21k | 177.97 | |
Ishares Tr Esg Msci Usa Sml (ESML) | 0.0 | $3.7M | +12% | 95k | 38.78 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $3.6M | +1376% | 7.8k | 460.32 | |
salesforce (CRM) | 0.0 | $3.4M | +26% | 16k | 215.20 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $3.4M | 55k | 61.39 | ||
Polaris Industries (PII) | 0.0 | $3.4M | 30k | 110.94 | ||
Equifax (EFX) | 0.0 | $3.2M | NEW | 14k | 239.63 | |
Masco Corporation (MAS) | 0.0 | $3.2M | NEW | 59k | 53.38 | |
Teradyne (TER) | 0.0 | $3.1M | NEW | 26k | 121.02 | |
Gilead Sciences (GILD) | 0.0 | $3.1M | NEW | 52k | 59.68 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $3.1M | -47% | 11k | 293.49 | |
Etsy (ETSY) | 0.0 | $3.0M | NEW | 23k | 134.55 | |
Biogen Idec (BIIB) | 0.0 | $3.0M | 14k | 211.00 | ||
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 0.0 | $3.0M | +5% | 52k | 57.37 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $3.0M | -4% | 47k | 63.62 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.8M | +97% | 13k | 216.42 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $2.6M | 52k | 49.53 | ||
Ishares Iboxx Hi Yd Etf (HYG) | 0.0 | $2.6M | -9% | 31k | 82.66 | |
US Bancorp Del Com New (USB) | 0.0 | $2.5M | +2% | 44k | 55.77 | |
Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $2.3M | NEW | 64k | 36.75 | |
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $2.3M | +107% | 60k | 37.37 | |
Cerner Corporation (CERN) | 0.0 | $2.0M | +20% | 21k | 93.62 | |
Millicom Intl Cellular Sa Com Stk (TIGO) | 0.0 | $1.7M | +102% | 66k | 25.50 | |
AutoZone (AZO) | 0.0 | $1.6M | +18% | 759.00 | 2068.51 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.4M | +70% | 92k | 15.05 | |
Ishares Tr Intl Trea Bd Etf (IGOV) | 0.0 | $1.4M | +33% | 29k | 46.32 | |
Kroger (KR) | 0.0 | $1.3M | +20% | 24k | 56.37 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $1.3M | -56% | 8.7k | 151.89 | |
Key (KEY) | 0.0 | $1.2M | -26% | 53k | 23.22 | |
BioMarin Pharmaceutical (BMRN) | 0.0 | $1.2M | +20% | 15k | 78.45 | |
Halliburton Company (HAL) | 0.0 | $1.1M | -12% | 30k | 38.29 | |
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $1.1M | -7% | 41k | 27.51 | |
Expedia Inc Del Com New (EXPE) | 0.0 | $1.1M | +19% | 5.5k | 193.19 | |
Graham Hldgs Com Cl B (GHC) | 0.0 | $1.0M | +19% | 1.7k | 610.88 | |
Invesco Exchng Traded Fd Tr Sr Ln Etf (BKLN) | 0.0 | $1.0M | -11% | 47k | 21.79 | |
Lowe's Companies (LOW) | 0.0 | $989k | -90% | 4.7k | 211.82 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $884k | -56% | 3.9k | 226.49 | |
Molson Coors Brewing CL B (TAP) | 0.0 | $879k | +20% | 16k | 54.24 | |
Fifth Third Ban (FITB) | 0.0 | $851k | -25% | 19k | 44.92 | |
Ambev Sa Sponsored Adr (ABEV) | 0.0 | $710k | +5% | 225k | 3.15 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $642k | NEW | 6.2k | 102.90 | |
Carrier Global Corporation (CARR) | 0.0 | $631k | +15% | 13k | 47.75 | |
Avnet (AVT) | 0.0 | $600k | +19% | 14k | 41.95 | |
HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $567k | +5% | 17k | 34.45 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $564k | NEW | 23k | 24.65 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $562k | +78% | 22k | 25.25 | |
Vanguard World Fds Energy Etf (VDE) | 0.0 | $559k | -34% | 5.2k | 108.21 | |
Schlumberger (SLB) | 0.0 | $545k | 13k | 42.33 | ||
Credit Suisse Group Sponsored Adr (CS) | 0.0 | $517k | +29% | 64k | 8.09 | |
Ubs Group SHS (UBS) | 0.0 | $509k | +28% | 26k | 19.54 | |
Barclays Adr (BCS) | 0.0 | $507k | +5% | 62k | 8.16 | |
NiSource (NI) | 0.0 | $505k | +19% | 16k | 31.53 | |
Home Depot (HD) | 0.0 | $464k | -97% | 1.5k | 309.54 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $445k | +157% | 2.1k | 214.25 | |
Franklin Templeton Etf Tr Ftse China (FLCH) | 0.0 | $436k | +58% | 20k | 21.74 | |
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $364k | +5% | 55k | 6.58 | |
Invesco SHS (IVZ) | 0.0 | $358k | +6% | 15k | 23.38 | |
Tata Mtrs Sponsored Adr (TTM) | 0.0 | $353k | -14% | 12k | 28.46 | |
Aspen Technology (AZPN) | 0.0 | $347k | +29% | 2.1k | 163.60 | |
Stellantis SHS (STLA) | 0.0 | $343k | NEW | 20k | 16.89 | |
C H Robinson Worldwide Com New (CHRW) | 0.0 | $343k | +29% | 3.1k | 110.29 | |
Kla Corp Com New (KLAC) | 0.0 | $334k | +28% | 879.00 | 379.98 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $332k | +15% | 5.3k | 62.94 | |
Intercontinental Exchange (ICE) | 0.0 | $326k | +19% | 2.4k | 133.61 | |
Applied Materials (AMAT) | 0.0 | $321k | +25% | 2.3k | 138.72 | |
Telefonica S A Sponsored Adr (TEF) | 0.0 | $320k | +5% | 66k | 4.84 | |
Constellation Brands Cl A (STZ) | 0.0 | $318k | +33% | 1.4k | 232.12 | |
Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $310k | +6% | 7.1k | 43.60 | |
Yum! Brands (YUM) | 0.0 | $299k | +6% | 2.5k | 121.54 | |
S&p Global (SPGI) | 0.0 | $296k | NEW | 708.00 | 418.08 | |
Servicenow (NOW) | 0.0 | $293k | +12% | 499.00 | 587.17 | |
Wiley John & Sons Cl A (WLY) | 0.0 | $291k | +28% | 5.4k | 53.72 | |
Welltower Inc Com reit (WELL) | 0.0 | $278k | -36% | 2.8k | 98.03 | |
Lam Research Corporation (LRCX) | 0.0 | $268k | +14% | 479.00 | 559.50 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $259k | -73% | 2.4k | 109.98 | |
Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $245k | +5% | 27k | 9.20 | |
Pentair SHS (PNR) | 0.0 | $241k | +6% | 4.3k | 56.56 | |
Costco Wholesale Corporation (COST) | 0.0 | $237k | NEW | 414.00 | 572.46 | |
Union Pacific Corporation (UNP) | 0.0 | $226k | 821.00 | 275.27 | ||
Suncor Energy (SU) | 0.0 | $223k | NEW | 6.8k | 32.91 | |
Nutrien (NTR) | 0.0 | $218k | -61% | 2.1k | 101.73 | |
Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) | 0.0 | $216k | NEW | 6.4k | 33.63 | |
PNC Financial Services (PNC) | 0.0 | $212k | -4% | 1.1k | 190.99 | |
Cheniere Energy Com New (LNG) | 0.0 | $211k | NEW | 1.5k | 139.74 | |
Ventas (VTR) | 0.0 | $210k | -37% | 3.3k | 63.18 | |
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $208k | NEW | 14k | 14.64 | |
Monolithic Power Systems (MPWR) | 0.0 | $204k | NEW | 408.00 | 500.00 | |
Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $203k | +5% | 46k | 4.41 | |
Halozyme Therapeutics (HALO) | 0.0 | $202k | 5.0k | 40.30 | ||
Mizuho Finl Group Sponsored Adr (MFG) | 0.0 | $183k | +5% | 68k | 2.69 | |
Orange Sponsored Adr (ORAN) | 0.0 | $148k | +5% | 12k | 11.94 |
Past Filings by Morningstar Investment Services
SEC 13F filings are viewable for Morningstar Investment Services going back to 2010
- Morningstar Investment Services 2022 Q1 filed May 10, 2022
- Morningstar Investment Services 2021 Q4 filed Feb. 1, 2022
- Morningstar Investment Services 2021 Q3 filed Nov. 12, 2021
- Morningstar Investment Services 2021 Q2 filed Aug. 12, 2021
- Morningstar Investment Services 2021 Q1 filed May 11, 2021
- Morningstar Investment Services 2020 Q4 filed Feb. 11, 2021
- Morningstar Investment Services 2020 Q3 filed Nov. 10, 2020
- Morningstar Investment Services 2020 Q2 filed July 30, 2020
- Morningstar Investment Services 2020 Q1 filed May 4, 2020
- Morningstar Investment Services 2019 Q4 filed Feb. 10, 2020
- Morningstar Investment Services 2019 Q3 filed Nov. 12, 2019
- Morningstar Investment Services 2019 Q2 filed Aug. 13, 2019
- Morningstar Investment Services 2019 Q1 filed May 13, 2019
- Morningstar Investment Services 2018 Q4 filed Feb. 14, 2019
- Morningstar Investment Services 2018 Q3 filed Nov. 8, 2018
- Morningstar Investment Services 2018 Q2 filed Aug. 3, 2018