MondegarAI
Morningstar Investment Management LLC

Q4 2024 · 13F-HR

Morningstar Investment Management LLCholdings as filed

Filed 2025-02-03 · accession 0001104659-25-008442

$1.3M
Reported value
212
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46429B267GOVTISHARES TR$301,60023.8%13,124,464CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$116,2969.17%2,564,973CommonSOLE
92204A207VDCVANGUARD WORLD FDS$78,9076.22%373,293CommonSOLE
922908769VTIVANGUARD INDEX FDS$70,8205.58%244,368CommonSOLE
92204A504VHTVANGUARD WORLD FDS$69,7055.50%274,766CommonSOLE
02079K305GOOGLALPHABET INC$55,3154.36%292,207CommonSOLE
594918104MSFTMICROSOFT CORP$52,0594.10%123,508CommonSOLE
037833100AAPLAPPLE INC$48,8103.85%194,913CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$48,0623.79%598,754CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$45,4913.59%1,890,735CommonSOLE
09789C812XTENBONDBLOXX ETF TRUST$25,6872.03%572,996CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$23,9971.89%1,139,456CommonSOLE
30303M102METAMETA PLATFORMS INC$22,5501.78%38,514CommonSOLE
67066G104NVDANVIDIA CORPORATION$21,3391.68%158,904CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$18,2071.44%626,746CommonSOLE
023135106AMZNAMAZON COM INC$17,2001.36%78,397CommonSOLE
464288737KXIISHARES TR$15,4861.22%256,859CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$12,0600.95%207,938CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$11,1340.88%60,223CommonSOLE
464286772EWYISHARES INC$10,6500.84%209,268CommonSOLE
35473P694FLSWFRANKLIN TEMPLETON ETF TR$10,1500.80%317,703CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$8,2330.65%148,747CommonSOLE
92343V104VZVERIZON COMMUNICATION INC$6,8630.54%171,610CommonSOLE
20030N101CMCSACOMCAST CORP NEW$6,3320.50%168,723CommonSOLE
254687106DISDISNEY WALT CO$6,3300.50%56,848CommonSOLE
92189F643MOATVANECK ETF TRUST$5,9420.47%64,083CommonSOLE
78468R853SPSMSPDR SER TR$5,7310.45%127,586CommonSOLE
64110L106NFLXNETFLIX INC$5,0000.39%5,610CommonSOLE
29273V100ETENERGY TRANSFER L P$4,2740.34%218,192CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$4,2710.34%50,763CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$4,2310.33%55,901CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$4,0330.32%147,176CommonSOLE
969457100WMBWILLIAMS COS INC$3,4440.27%63,640CommonSOLE
682680103OKEONEOK INC NEW$3,3390.26%33,260CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3,3380.26%15,536CommonSOLE
30231G102XOMEXXON MOBIL CORP$3,1110.25%28,918CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$3,0850.24%239,902CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$2,7750.22%88,487CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$2,7370.22%56,529CommonSOLE
166764100CVXCHEVRON CORP NEW$2,2130.17%15,282CommonSOLE
580135101MCDMCDONALDS CORP$1,7980.14%6,201CommonSOLE
92826C839VVISA INC$1,7960.14%5,684CommonSOLE
55336V100MPLXMPLX LP$1,7510.14%36,577CommonSOLE
17275R102CSCOCISCO SYS INC$1,7190.14%29,038CommonSOLE
12572Q105CMECME GROUP INC$1,7050.13%7,341CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$1,6030.13%93,864CommonSOLE
872590104TMUST-MOBILE US INC$1,5820.12%7,165CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$1,5100.12%133,039CommonSOLE
438516106HONHONEYWELL INTL INC$1,5070.12%6,673CommonSOLE
285512109EAELECTRONIC ARTS INC$1,4950.12%10,222CommonSOLE
G5960L103MDTMEDTRONIC PLC$1,4850.12%18,596CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1,4090.11%15,497CommonSOLE
375558103GILDGILEAD SCIENCES INC$1,3950.11%15,103CommonSOLE
09290D101BLKBLACKROCK INC$1,3450.11%1,312CommonSOLE
609207105MDLZMONDELEZ INTL INC$1,3120.10%21,964CommonSOLE
94106L109WMWASTE MGMT INC DEL$1,2210.10%6,050CommonSOLE
87612G101TRGPTARGA RES CORP$1,2200.10%6,837CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1,2190.10%8,180CommonSOLE
722304102PDDPDD HOLDINGS INC$1,1880.09%12,247CommonSOLE
02209S103MOALTRIA GROUP INC$1,1680.09%22,341CommonSOLE
872540109TJXTJX COS INC NEW$1,1340.09%9,390CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1,1290.09%19,966CommonSOLE
291011104EMREMERSON ELEC CO$1,1220.09%9,055CommonSOLE
126408103CSXCSX CORP$1,1070.09%34,319CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,1060.09%933CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$1,0760.08%28,006CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1,0690.08%2,057CommonSOLE
032095101APHAMPHENOL CORP NEW$1,0620.08%15,286CommonSOLE
717081103PFEPFIZER INC$1,0240.08%38,605CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1,0200.08%11,056CommonSOLE
882508104TXNTEXAS INSTRS INC$1,0090.08%5,380CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$9830.08%9,128CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$9640.08%2,837CommonSOLE
902973304USBUS BANCORP DEL$9330.07%19,514CommonSOLE
009158106APDAIR PRODS & CHEMS INC$9270.07%3,195CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$9170.07%1,953CommonSOLE
907818108UNPUNION PAC CORP$9080.07%3,983CommonSOLE
816851109SRESEMPRA$8990.07%10,248CommonSOLE
863667101SYKSTRYKER CORPORATION$8970.07%2,492CommonSOLE
00206R102TAT&T INC$8910.07%39,123CommonSOLE
58155Q103MCKMCKESSON CORP$8910.07%1,564CommonSOLE
075887109BDXBECKTON DICKINSON & CO$8840.07%3,897CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$8820.07%5,123CommonSOLE
949746101WMT2WELLS FARGO CO NEW$8770.07%12,484CommonSOLE
437076102HDHOME DEPOT INC$8650.07%2,224CommonSOLE
842587107SOSOUTHERN CO$8640.07%10,492CommonSOLE
701094104PHPARKER-HANNIFIN CORP$8610.07%1,353CommonSOLE
617446448MSMORGAN STANLEY$8490.07%6,751CommonSOLE
478160104JNJJOHNSON & JOHNSON$8470.07%5,855CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$8410.07%15,998CommonSOLE
060505104BACBANK AMERICA CORP$8280.07%18,835CommonSOLE
23345M107DTMDT MIDSTREAM INC$8260.07%8,307CommonSOLE
693718108PCARPACCAR INC$8150.06%7,837CommonSOLE
615369105MCOMOODYS CORP$7930.06%1,676CommonSOLE
191216100KOCOCA COLA CO$7360.06%11,825CommonSOLE
053332102AZOAUTOZONE INC$7200.06%225CommonSOLE
031162100AMGNAMGEN INC$7110.06%2,729CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$7030.06%1,227CommonSOLE
548661107LOWLOWES COS INC$7010.06%2,841CommonSOLE
G0403H108AONAON PLC$6940.05%1,933CommonSOLE
244199105DEDEERE & CO$6930.05%1,635CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$6840.05%2,852CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$6800.05%954CommonSOLE
89832Q109TFCTRUIST FINL CORP$6780.05%15,631CommonSOLE
718172109PMPHILIP MORRIS INTL INC$6760.05%5,617CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$6740.05%44,693CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$6740.05%4,081CommonSOLE
855244109SBUXSTARBUCKS CORP$6690.05%7,327CommonSOLE
742718109PGPROCTER AND GAMBLE CO$6640.05%3,962CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$6630.05%3,439CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$6620.05%5,910CommonSOLE
88579Y101MMM3M CO$6470.05%5,009CommonSOLE
40412C101HCAHCA HEALTHCARE INC$6450.05%2,148CommonSOLE
G29183103ETNEATON CORP PLC$6390.05%1,925CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$6370.05%5,052CommonSOLE
26875P101EOGEOG RES INC$6170.05%5,031CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$6150.05%8,314CommonSOLE
025816109AXPAMERICAN EXPRESS CO$6140.05%2,070CommonSOLE
665859104NTRSNORTHERN TR CORP$6020.05%5,874CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$5610.04%3,056CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$5600.04%2,384CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$5550.04%4,237CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$5370.04%108CommonSOLE
713448108PEPPEPSICO INC$5360.04%3,528CommonSOLE
172967424CCITIGROUP INC$5160.04%7,324CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$4930.04%6,250CommonSOLE
149123101CATCATERPILLAR INC$4890.04%1,348CommonSOLE
37045V100GMGENERAL MTRS CO$4840.04%9,079CommonSOLE
22822V101CCICROWN CASTLE INC$4810.04%5,304CommonSOLE
00287Y109ABBVABBVIE INC$4780.04%2,688CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4590.04%2,576CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4510.04%7,486CommonSOLE
29444U700EQIXEQUINIX INC$4460.04%473CommonSOLE
G0250X107AMCRAMCOR PLC$4330.03%46,018CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$4220.03%2,259CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4160.03%1,183CommonSOLE
74460D109PSAPUBLIC STORAGE$4050.03%1,351CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$4040.03%24,829CommonSOLE
049560105ATOATMOST ENERGY CORP$3960.03%2,845CommonSOLE
461202103INTUINTUIT$3890.03%619CommonSOLE
55261F104MTBM & T BK CORP$3830.03%2,035CommonSOLE
032654105ADIANALOG DEVICES INC$3800.03%1,788CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$3800.03%4,945CommonSOLE
316773100FITBFIFTH THIRD BANCORP$3740.03%8,839CommonSOLE
281020107EIXEDISON INTL$3670.03%4,601CommonSOLE
11135F101AVGOBROADCOM INC$3660.03%1,580CommonSOLE
31428X106FDXFEDEX CORP$3660.03%1,301CommonSOLE
857477103STTSTATE STR CORP$3580.03%3,652CommonSOLE
98978V103ZTSZOETIS INC$3480.03%2,133CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$3380.03%7,735CommonSOLE
654106103NKENIKE INC$3310.03%4,369CommonSOLE
H2906T109GRMNGARMIN LTD$3310.03%1,603CommonSOLE
482480100KLACKLA CORP$3270.03%519CommonSOLE
038336103ATRAPTARGROUP INC$3250.03%2,068CommonSOLE
493267108KEYKEYCORP$3220.03%18,810CommonSOLE
784117103SEICSEI INVTS CO$3200.03%3,880CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$3180.03%2,813CommonSOLE
747525103QCOMQUALCOMM INC$3160.02%2,057CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$3130.02%3,663CommonSOLE
03073E105CORCENCORA INC$3080.02%1,372CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3010.02%1,371CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$3010.02%1,993CommonSOLE
231021106CMICUMMINS INC$2920.02%837CommonSOLE
64110D104NTAPNETAPP INC$2920.02%2,518CommonSOLE
031100100AMEAMETEK INC$2900.02%1,609CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$2890.02%1,859CommonSOLE
501044101KRKROGER CO$2870.02%4,700CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$2820.02%18,675CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$2760.02%11,736CommonSOLE
071813109BAXBAXTER INTL INC$2690.02%9,227CommonSOLE
257651109DCIDONALDSON INC$2680.02%3,985CommonSOLE
126650100CVSCVS HEALTH CORP$2670.02%5,956CommonSOLE
49177J102KVUEKENVUE INC$2650.02%12,392CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$2650.02%3,393CommonSOLE
504922105LHLABCORP HOLDINGS INC$2640.02%1,150CommonSOLE
457187102INGRINGREDION INC$2640.02%1,918CommonSOLE
25746U109DDOMINION ENERGY INC$2610.02%4,855CommonSOLE
418056107HASHASBRO INC$2600.02%4,650CommonSOLE
G02602103DOXAMDOCS LTD$2590.02%3,046CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2570.02%1,266CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2490.02%1,410CommonSOLE
695156109PKGPACKAGING CORP AMER$2480.02%1,100CommonSOLE
833034101SNASNAP ON INC$2480.02%732CommonSOLE
209115104EDCONSOLIDATED EDISON INC$2480.02%2,782CommonSOLE
038222105AMATAPPLIED MATLS INC$2470.02%1,516CommonSOLE
902494103TSNTYSON FOODS INC$2450.02%4,257CommonSOLE
125896100CMSCMS ENERGY CORP$2420.02%3,627CommonSOLE
136375102CNICANADIAN NTL RY CO$2390.02%2,351CommonSOLE
040413205ANETARISTA NETWORKS INC$2380.02%2,152CommonSOLE
260003108DOVDOVER CORP$2380.02%1,268CommonSOLE
631103108NDAQNASDAQ INC$2320.02%2,997CommonSOLE
205887102CAGCONAGRA BRANDS INC$2280.02%8,226CommonSOLE
311900104FASTFASTENAL CO$2230.02%3,105CommonSOLE
30034W106EVRGEVERGY INC$2220.02%3,612CommonSOLE
315616102FFIVF5 INC$2220.02%884CommonSOLE
30161Q104EXELEXELIXIS INC$2210.02%6,624CommonSOLE
92276F100VTRVENTAS INC$2210.02%3,751CommonSOLE
98389B100XELXCEL ENERGY INC$2210.02%3,274CommonSOLE
023608102AEEAMEREN CORP$2180.02%2,446CommonSOLE
889478103TOLTOLL BROTHERS INC$2150.02%1,708CommonSOLE
65473P105NINISOURCE INC$2120.02%5,765CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$2110.02%2,284CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$2100.02%5,620CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2090.02%393CommonSOLE
704326107PAYXPAYCHEX INC$2090.02%1,493CommonSOLE
629377508NRGNRG ENERGY INC$2090.02%2,318CommonSOLE
370334104GISGENERAL MLS INC$2090.02%3,283CommonSOLE
756109104OREALTY INCOME CORP$2060.02%3,861CommonSOLE
92343E102VRSNVERISGN INC$2060.02%995CommonSOLE
90384S303ULTAULTA BEAUTY INC$2010.02%462CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2010.02%525CommonSOLE
959802109WUWESTERN UN CO$1630.01%15,344CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.