Long-term investor
Morningstar Investment Management LLC @morningstarinvestmentman
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001673385).
Record
- Tracked since 2025-06-30 (454 days), 455 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +920.8% · all +920.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46429B267 · 14.8% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- 922908769 · 3.3% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- 808524862 · 2.4% · long · since 2025-06-30
- 92203J407 · 2.4% · long · since 2025-06-30
- 78468R853 · 2.3% · long · since 2025-06-30
- 808524730 · 1.7% · long · since 2025-06-30
- 316092808 · 1.5% · long · since 2025-06-30
- 78464A300 · 1.5% · long · since 2025-09-30