Fund HoldingsMorningstar Investment Management LLC

Total Portfolio Value
$1.62B
Total Bought
$6.35M
Total Sold
$0
Net Transaction
+$6.35M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
EDWARDS LIFESCIENCES CORP040,542+40,54203,2470.20%+3,247
VERISIGN INC012,486+12,48603,1010.19%+3,101
MGE ENERGY INC(MGEE)02,854+2,85402210.01%+221
ABBVIE INC(ABBV)014,799+14,79903,2190.20%+3,219
ACUITY INC(AYI)05,305+5,30501,4870.09%+1,487
ADOBE INC(ADBE)26,23326,23306,3776,3770.39%0
AGILENT TECHNOLOGIES INC(A)020,965+20,96502,3900.15%+2,390
AIRBNB INC32,05532,05504,0484,0480.25%0
AIR PRODUCTS AND CHEMICALS I15,80515,80504,5914,5910.28%0
ALIGN TECHNOLOGY INC012,711+12,71102,1790.13%+2,179
ALPHABET INC(GOOG)148,172148,172042,60842,6082.63%0
ALTRIA GROUP INC(MO)040,785+40,78502,6910.17%+2,691
AMAZON COM INC(AMZN)61,55161,551012,81912,8190.79%0
AMERICAN ELEC PWR CO INC03,265+3,26504280.03%+428
AMERICAN EXPRESS CO(AXP)20,65620,65606,2486,2480.39%0
AMETEK INC04,514+4,51409680.06%+968
AMGEN INC(AMGN)14,52914,52905,1125,1120.32%0
AMPHENOL CORP028,941+28,94103,6570.23%+3,657
APA CORPORATION(APA)109,700109,70004,6564,6560.29%0
APPLE INC(AAPL)202,910202,910051,49751,4973.18%0
APPLIED MATLS INC14,89514,89505,0915,0910.31%0
APTARGROUP INC04,051+4,05105110.03%+511
ARISTA NETWORKS INC(ANET)031,141+31,14103,8230.24%+3,823
ARTISAN PARTNERS ASSET MGMT(APAM)088,669+88,66903,2270.20%+3,227
ATKORE INC016,130+16,13009500.06%+950
AUTOLIV INC(ALV)05,160+5,16005430.03%+543
AUTOZONE INC(AZO)0627+62702,1180.13%+2,118
AVALONBAY CMNTYS INC017,136+17,13602,7990.17%+2,799
AVERY DENNISON CORP02,911+2,91105030.03%+503
AXCELIS TECHNOLOGIES INC09,179+9,17908540.05%+854
BRP INC(DOO)016,510+16,51001,1870.07%+1,187
BANK AMERICA CORP038,527+38,52701,8780.12%+1,878
BANK MONTREAL MEDIUM010,675+10,67501,4460.09%+1,446
BAXTER INTL INC0187,381+187,38103,1480.19%+3,148
BECTON DICKINSON & CO(BDX)019,364+19,36403,0450.19%+3,045
BERKSHIRE HATHAWAY INC DEL13,28213,28206,3656,3650.39%0
BIOGEN INC(BIIB)019,344+19,34403,5460.22%+3,546
BLACKSTONE INC(BX)015,435+15,43501,7750.11%+1,775
BLACKROCK INC(BLK)11,16811,168010,74010,7400.66%0
BOEING CO(BA)08,872+8,87201,7660.11%+1,766
BOISE CASCADE CO DEL(BCC)07,858+7,85805960.04%+596
BOOKING HOLDINGS INC(BKNG)064+6402690.02%+269
BORGWARNER INC018,625+18,62501,0110.06%+1,011
ACADIAN ASSET MANAGEMENT INC(AAMI)06,188+6,18803370.02%+337
BRISTOL-MYERS SQUIBB CO(BMY)060,529+60,52903,6710.23%+3,671
BROADRIDGE FINL SOLUTIONS IN(BR)04,114+4,11406680.04%+668
BROADCOM INC(AVGO)39,93739,937012,36112,3610.76%0
BROWN FORMAN CORP(BF-A)266,577266,57707,0487,0480.43%0
CDW CORP(CDW)06,973+6,97308440.05%+844
CME GROUP INC(CME)08,546+8,54602,5240.16%+2,524
CSG SYS INTL INC07,076+7,07605660.03%+566
CSX CORP(CSX)010,176+10,17604180.03%+418
CTS CORP(CTS)012,681+12,68106060.04%+606
CVS HEALTH CORP(CVS)03,450+3,45002480.02%+248
CABOT CORP(CBT)08,681+8,68106540.04%+654
CACTUS INC(WHD)020,033+20,03309490.06%+949
THE CAMPBELLS COMPANY(CPB)0119,361+119,36102,6580.16%+2,658
CANADIAN NATL RY CO(CNI)37,55337,55303,8653,8650.24%0
CANADIAN PACIFIC KANSAS CITY(CP)03,135+3,13502470.02%+247
CENTENE CORP DEL(CNC)056,416+56,41601,8470.11%+1,847
CHARTER COMMUNICATIONS INC(CHTR)08,770+8,77001,8930.12%+1,893
CHEMED CORP NEW(CHE)01,231+1,23104650.03%+465
CHENIERE ENERGY INC(LNG)010,003+10,00302,8380.18%+2,838
CHEVRON CORPORATION(CVX)015,721+15,72103,2530.20%+3,253
CHURCH & DWIGHT CO INC(CHD)06,779+6,77906330.04%+633
CIRRUS LOGIC INC(CRUS)05,733+5,73308290.05%+829
CISCO SYS INC(CSCO)121,235121,23509,4079,4070.58%0
CLOROX CO DEL(CLX)034,539+34,53903,5790.22%+3,579
COCA COLA CO(KO)011,163+11,16308490.05%+849
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)132,839132,83908,1508,1500.50%0
COLGATE PALMOLIVE CO(CL)65,02365,02305,5425,5420.34%0
COMCAST CORP NEW(CCZ)173,139173,13904,9714,9710.31%0
CONOCOPHILLIPS(COP)024,329+24,32903,2110.20%+3,211
CONSTELLATION BRANDS INC(STZ)54,52354,52308,1788,1780.50%0
COPART INC(CPRT)054,332+54,33201,8040.11%+1,804
CORPAY INC(CPAY)013,245+13,24503,8540.24%+3,854
COSTCO WHOLESALE CORPORATION(COST)01,754+1,75401,7480.11%+1,748
CROCS INC(CROX)010,439+10,43908670.05%+867
CROWN CASTLE INC(CCI)53,40253,40204,3424,3420.27%0
CURTISS WRIGHT CORP(CW)01,208+1,20808230.05%+823
D R HORTON INC(DHI)06,129+6,12908410.05%+841
DANAHER CORP DEL(DHR)22,04622,04604,1804,1800.26%0
DECKERS OUTDOOR CORP(DECK)03,889+3,88903890.02%+389
DEVON ENERGY CORP NEW(DVN)86,15186,15104,3354,3350.27%0
DIAMONDBACK ENERGY INC(FANG)05,778+5,77801,1430.07%+1,143
DOMINION ENERGY INC(D)04,492+4,49202780.02%+278
DOMINOS PIZZA INC(DPZ)01,096+1,09603930.02%+393
DONALDSON INC(DCI)08,088+8,08806860.04%+686
DOVER CORP(DOV)01,990+1,99004150.03%+415
DOW HLDGS INC(DOW)93,76393,76303,9053,9050.24%0
DUKE ENERGY CORP NEW(DUK)026,772+26,77203,5060.22%+3,506
EAGLE MATLS INC(EXP)04,796+4,79609090.06%+909
EBAY INC.(EBAY)57,67557,67505,2505,2500.32%0
EDISON INTL(EIX)67,60267,60204,9474,9470.31%0
EMERSON ELEC CO(EMR)54,67154,67107,1637,1630.44%0
ENCOMPASS HEALTH CORP(EHC)08,547+8,54708270.05%+827
ENTERPRISE PRODS PARTNERS L(EPD)013,771+13,77105210.03%+521
EQUIFAX INC(EFX)011,641+11,64102,0960.13%+2,096
EURONET WORLDWIDE INC(EEFT)04,420+4,42002930.02%+293
EVERCORE INC(EVR)02,506+2,50607480.05%+748
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