MondegarAI
Morningstar Investment Management LLC

Q2 2025 · 13F-HR

Morningstar Investment Management LLCholdings as filed

Filed 2025-07-28 · accession 0001104659-25-071055

$1.1M
Reported value
205
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Morningstar Investment Management LLC · Q2 2025

AI · grounded in 13F

Morningstar Investment Management LLC established a new position in GOVT valued at $254,872. The fund also added new holdings in VHT for $100,610 and VTI for $71,067. Additional new positions include MSFT, GOOGL, and AAPL.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46429B267GOVTISHARES TR$254,87222.4%11,091,055CommonSOLE
92204A504VHTVANGUARD WORLD FDS$100,6108.83%405,130CommonSOLE
922908769VTIVANGUARD INDEX FDS$71,0676.24%233,826CommonSOLE
594918104MSFTMICROSOFT CORP$64,6655.67%130,004CommonSOLE
02079K305GOOGLALPHABET INC$63,0935.54%358,015CommonSOLE
037833100AAPLAPPLE INC$60,8035.34%296,355CommonSOLE
67066G104NVDANVIDIA CORPORATION$53,4484.69%338,301CommonSOLE
92204A207VDCVANGUARD WORLD FDS$43,8243.85%200,109CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$41,0013.60%1,681,738CommonSOLE
30303M102METAMETA PLATFORMS INC$38,3173.36%51,914CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$25,1262.20%1,187,440CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$23,8542.09%120,949CommonSOLE
464286772EWYISHARES INC$22,8592.01%318,457CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$18,5411.63%561,672CommonSOLE
11135F101AVGOBROADCOM INC$17,7291.56%64,316CommonSOLE
023135106AMZNAMAZON COM INC$15,6971.38%71,550CommonSOLE
464288737KXIISHARES TR$15,4401.35%236,154CommonSOLE
64110L106NFLXNETFLIX INC$11,4081.00%8,519CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$10,5060.92%187,211CommonSOLE
78468R853SPSMSPDR SER TR$10,3280.91%242,438CommonSOLE
92343V104VZVERIZON COMMUNICATION INC$8,9820.79%207,578CommonSOLE
254687106DISDISNEY WALT CO$8,5950.75%69,311CommonSOLE
20030N101CMCSACOMCAST CORP NEW$8,2290.72%230,556CommonSOLE
92189F643MOATVANECK ETF TRUST$7,2940.64%77,770CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$4,3180.38%72,197CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$4,0280.35%81,366CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$3,9700.35%78,982CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$3,7340.33%298,508CommonSOLE
30231G102XOMEXXON MOBIL CORP$3,6330.32%33,702CommonSOLE
969457100WMBWILLIAMS COS INC$2,6310.23%41,896CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2,6140.23%88,905CommonSOLE
166764100CVXCHEVRON CORP NEW$2,5230.22%17,617CommonSOLE
12572Q105CMECME GROUP INC$2,4150.21%8,762CommonSOLE
713448108PEPPEPSICO INC$2,2860.20%17,316CommonSOLE
872590104TMUST-MOBILE US INC$2,2590.20%9,480CommonSOLE
682680103OKEONEOK INC NEW$2,2350.20%27,375CommonSOLE
G5960L103MDTMEDTRONIC PLC$1,9840.17%22,762CommonSOLE
609207105MDLZMONDELEZ INTL INC$1,8350.16%27,207CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$1,8050.16%92,622CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1,7950.16%5,820CommonSOLE
09290D101BLKBLACKROCK INC$1,7490.15%1,667CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1,7480.15%9,530CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1,7230.15%7,074CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$1,6900.15%13,150CommonSOLE
17275R102CSCOCISCO SYS INC$1,5550.14%22,409CommonSOLE
722304102PDDPDD HOLDINGS INC$1,4730.13%14,071CommonSOLE
666807102NOCNORTHROP GUNMAN CORP$1,4550.13%2,911CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1,3980.12%45,093CommonSOLE
375558103GILDGILEAD SCIENCES INC$1,3940.12%12,570CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1,3900.12%3,307CommonSOLE
717081103PFEPFIZER INC$1,3840.12%57,082CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1,3770.12%15,153CommonSOLE
438516106HONHONEYWELL INTL INC$1,3620.12%5,850CommonSOLE
075887109BDXBECTON DICKINSON & CO$1,3230.12%7,681CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1,2690.11%3,964CommonSOLE
G0403H108AONAON PLC$1,1780.10%3,301CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1,1700.10%4,011CommonSOLE
02209S103MOALTRIA GROUP INC$1,1670.10%19,897CommonSOLE
816851109SRESEMPRA$1,1590.10%15,299CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1,1590.10%1,171CommonSOLE
29273V100ETENERGY TRANSFER L P$1,1410.10%62,947CommonSOLE
031162100AMGNAMGEN INC$1,1400.10%4,084CommonSOLE
539830109LMTLOCKHEED MARTIN COPR$1,1390.10%2,460CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,1290.10%12,525CommonSOLE
872540109TJXTJX COS INC NEW$1,0670.09%8,639CommonSOLE
882508104TXNTEXAS INSTRS INC$1,0440.09%5,030CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1,0390.09%1,833CommonSOLE
883556102TMOTHERMO FIHER SCIENTIFIC INC$1,0300.09%2,540CommonSOLE
053332102AZOAUTOZONE INC$1,0100.09%272CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$9640.08%52,623CommonSOLE
98978V103ZTSZOETIS INC$9440.08%6,052CommonSOLE
949746101WMT2WELLS FARGO CO NEW$9360.08%11,683CommonSOLE
00206R102TAT&T INC$9160.08%31,650CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$9120.08%2,655CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$8870.08%1,253CommonSOLE
291011104EMREMERSON ELEC CO$8790.08%6,589CommonSOLE
060505104BACBANK AMERICA CORP$8780.08%18,564CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$8720.08%5,422CommonSOLE
58933Y105MRKMERCK & CO INC$8650.08%10,924CommonSOLE
902973304USBUS BANCORP DEL$8580.08%18,956CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$8360.07%8,285CommonSOLE
617446448MSMORGAN STANLEY$8220.07%5,834CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$8200.07%1,874CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$8110.07%2,799CommonSOLE
55336V100MPLXMPLX LP$7530.07%14,610CommonSOLE
G29183103ETNEASTON CORP PLC$7370.06%2,064CommonSOLE
052769106ADSKAUTODESK INC$7320.06%2,364CommonSOLE
478160104JNJJOHNSON & JOHNSON$7160.06%4,686CommonSOLE
26875P101EOGEOG RES INC$7040.06%5,886CommonSOLE
126408103CSXCSX CORP$6970.06%21,370CommonSOLE
665859104NTRSNORTHERN TR CORP$6950.06%5,483CommonSOLE
172908105CTASCINTAS CORP$6920.06%3,105CommonSOLE
654106103NKENIKE INC$6830.06%9,621CommonSOLE
89832Q109TFCTRUIST FINL CORP$6760.06%15,728CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$6690.06%6,451CommonSOLE
40412C101HCAHCA HEALTHCARE INC$6650.06%1,735CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$6650.06%3,567CommonSOLE
893641100TDGTRANSDIGM GROUP INC$6610.06%435CommonSOLE
855244109SBUXSTARBUCKS CORP$6530.06%7,124CommonSOLE
191216100KOCOCA COLA CO$6390.06%9,028CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$6370.06%13,764CommonSOLE
453038408IMOIMPERIAL OIL LTD$6120.05%7,706CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$6080.05%1,159CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$5970.05%2,333CommonSOLE
G25508105CRHCRH PLC$5840.05%6,363CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$5730.05%99CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$5680.05%5,977CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$5660.05%2,559CommonSOLE
172967424CCITIGROUP INC$5620.05%6,608CommonSOLE
742718109PGPROCTER AND GAMBLE CO$5520.05%3,467CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5480.05%1,230CommonSOLE
87612G101TRGPTARGA RES CORP$5370.05%3,087CommonSOLE
806857108SLBSCHLUMBERGER LTD$5320.05%15,744CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$5150.05%13,301CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4960.04%2,333CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4950.04%2,717CommonSOLE
032095101APHAMPHENOL CORP NEW$4890.04%4,956CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$4850.04%3,765CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4680.04%8,335CommonSOLE
461202103INTUINTUIT$4680.04%594CommonSOLE
009158106APDAIR PRODS & CHEMS INC$4660.04%1,653CommonSOLE
04010L103ARCCARES CAPITAL CORP$4590.04%20,879CommonSOLE
37045V100GMGENERAL MTRS CO$4580.04%9,300CommonSOLE
126650100CVSCVS HEALTH CORP$4490.04%6,510CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$4410.04%26,317CommonSOLE
58155Q103MCKMCKESSON CORP$4350.04%593CommonSOLE
22822V101CCICROWN CASTLE INC$4340.04%4,226CommonSOLE
G0250X107AMCRAMCOR PLC$4180.04%45,481CommonSOLE
316773100FITBFIFTH THIRD BANCORP$4150.04%10,078CommonSOLE
55261F104MTBM & T BK CORP$4130.04%2,127CommonSOLE
071813109BAXBAXTER INTL INC$4120.04%13,599CommonSOLE
482480100KLACKLA CORP$4110.04%459CommonSOLE
23345M107DTMCT MIDSTREAM INC$4100.04%3,731CommonSOLE
032654105ADIANALOG DEVICES INC$4090.04%1,720CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$3930.03%4,310CommonSOLE
670837103OGEOGE ENERGY CORP$3910.03%8,819CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$3900.03%20,562CommonSOLE
857477103STTSTATE STR CORP$3780.03%3,559CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$3750.03%2,083CommonSOLE
00287Y109ABBVABBVIE INC$3640.03%1,959CommonSOLE
31428X106FDXFEDEX CORP$3610.03%1,587CommonSOLE
436440101HO1HOLOGIC INC$3570.03%5,482CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$3550.03%3,675CommonSOLE
136375102CNICANADIAN NATL RY CO$3520.03%3,384CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$3500.03%3,915CommonSOLE
174610105CFGCITIZENS FINL GROPU INC$3480.03%7,772CommonSOLE
747525103QCOMQUALCOMM INC$3470.03%2,177CommonSOLE
03073E105CORCENCORA INC$3460.03%1,153CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$3420.03%1,418CommonSOLE
493267108KEYKEYCORP$3410.03%19,588CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$3370.03%3,509CommonSOLE
784117103SEICSEI INVTS CO$3330.03%3,706CommonSOLE
285512109EAELECTRONIC ARTS INC$3310.03%2,075CommonSOLE
64110D104NTAPNETAPP INC$3240.03%3,042CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$3240.03%4,357CommonSOLE
580135101MCDMCDONALDS CORP$3230.03%1,106CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$3190.03%2,251CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$3150.03%1,751CommonSOLE
88579Y101MMM3M CO$3150.03%2,070CommonSOLE
17133Q502CHTCHUNGHWA TELECOM CO LTD$3150.03%68,000CommonSOLE
459200101IBMINTERNANTIONAL BUSINESS MACHS$3130.03%1,061CommonSOLE
418056107HASHASBRO INC$3110.03%4,213CommonSOLE
231021106CMICUMMINS INC$3010.03%920CommonSOLE
501044101KRKROGER CO$3000.03%4,182CommonSOLE
038222105AMATAPPLIED MATLS INC$2990.03%1,632CommonSOLE
G7709Q104RPRXROAYLTY PHARMA PLC$2990.03%8,307CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$2930.03%1,912CommonSOLE
N6596X109NXPINXP SEMINCONDUCTORS N V$2920.03%1,335CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$2870.03%12,190CommonSOLE
500754106KHCKRAFT HEINZ CO$2800.02%10,840CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2710.02%3,679CommonSOLE
040413205ANETARISTA NETWORKS INC$2690.02%2,630CommonSOLE
49177J102KVUEKENVUE INC$2630.02%12,571CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2600.02%844CommonSOLE
G02602103DOXAMDOCS LTD$2580.02%2,827CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$2550.02%1,877CommonSOLE
88339J105TTDTHE TRADE DESK INC$2550.02%3,546CommonSOLE
871607107SNPSSYNOPSYS INC$2550.02%497CommonSOLE
053611109AVYAVERY DENNISON COPR$2530.02%1,439CommonSOLE
695156109PKGPACKAGING CORP AMER$2530.02%1,344CommonSOLE
457187102INGRINGREDION INC$2510.02%1,849CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$2450.02%6,134CommonSOLE
629377508NRGNRG ENERGY INC$2440.02%1,517CommonSOLE
209115104EDCONSOLIDATED EDISON INC$2440.02%2,430CommonSOLE
440452100HRLHORMEL FOODS CORP$2430.02%8,047CommonSOLE
315616102FFIVF5 INC$2400.02%814CommonSOLE
512807306LRCXLAM RESEARCH CORP$2370.02%2,437CommonSOLE
833034101SNASNAP ON INC$2360.02%759CommonSOLE
125896100CMSCMS ENERGY CORP$2350.02%3,391CommonSOLE
30034W106EVRGEVERGY INC$2330.02%3,377CommonSOLE
889478103TOLTOLL BROTHERS INC$2330.02%2,038CommonSOLE
311900104FASTFASTENAL CO$2320.02%5,534CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2270.02%11,122CommonSOLE
90384S303ULTAULTA BEAUTY INC$2250.02%480CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2250.02%5,199CommonSOLE
25746U109DCOMINION ENERGY INC$2240.02%3,963CommonSOLE
023608102AEEAMEREN CORP$2180.02%2,270CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$2170.02%1,773CommonSOLE
92343E102VRSNVERISIGN INC$2160.02%749CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2140.02%3,048CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2120.02%398CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2080.02%3,944CommonSOLE
871829107SYYSYSCO CORP$2030.02%2,684CommonSOLE
98389B100XELXCEL ENERGY INC$2030.02%2,985CommonSOLE
959802109WUWESTERN UN CO$1350.01%16,077CommonSOLE

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.