Altfest L J & Co »

Morningstar shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Morningstar

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All positions including Morningstar held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $309k 1.4k 217.31

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Matthews Asia Fds Asia Innov Activ (MINV)
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Schwab Strategic Tr Us Tips Etf (SCHP)
Apple (AAPL)
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Spdr Series Trust State Street Spd (XBI)
Angel Oak Funds Trust Mortgage Backed (MBS)

View all positions for Altfest L J & Co

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