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)2,8542,85402212210.01%0
ABBVIE INC(ABBV)14,79914,79903,2193,2190.20%0
ACUITY INC(AYI)5,3055,30501,4871,4870.09%0
ADOBE INC(ADBE)26,23326,23306,3776,3770.39%0
AGILENT TECHNOLOGIES INC(A)20,96520,96502,3902,3900.15%0
AIRBNB INC32,05532,05504,0484,0480.25%0
AIR PRODUCTS AND CHEMICALS I15,80515,80504,5914,5910.28%0
ALIGN TECHNOLOGY INC12,71112,71102,1792,1790.13%0
ALPHABET INC(GOOG)148,172148,172042,60842,6082.63%0
ALTRIA GROUP INC(MO)40,78540,78502,6912,6910.17%0
AMAZON COM INC(AMZN)61,55161,551012,81912,8190.79%0
AMERICAN ELEC PWR CO INC3,2653,26504284280.03%0
AMERICAN EXPRESS CO(AXP)20,65620,65606,2486,2480.39%0
AMETEK INC4,5144,51409689680.06%0
AMGEN INC(AMGN)14,52914,52905,1125,1120.32%0
AMPHENOL CORP28,94128,94103,6573,6570.23%0
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 INC4,0514,05105115110.03%0
ARISTA NETWORKS INC(ANET)31,14131,14103,8233,8230.24%0
ARTISAN PARTNERS ASSET MGMT(APAM)88,66988,66903,2273,2270.20%0
ATKORE INC16,13016,13009509500.06%0
AUTOLIV INC(ALV)5,1605,16005435430.03%0
AUTOZONE INC(AZO)62762702,1182,1180.13%0
AVALONBAY CMNTYS INC17,13617,13602,7992,7990.17%0
AVERY DENNISON CORP2,9112,91105035030.03%0
AXCELIS TECHNOLOGIES INC9,1799,17908548540.05%0
BRP INC(DOO)16,51016,51001,1871,1870.07%0
BANK AMERICA CORP38,52738,52701,8781,8780.12%0
BANK MONTREAL MEDIUM10,67510,67501,4461,4460.09%0
BAXTER INTL INC187,381187,38103,1483,1480.19%0
BECTON DICKINSON & CO(BDX)19,36419,36403,0453,0450.19%0
BERKSHIRE HATHAWAY INC DEL13,28213,28206,3656,3650.39%0
BIOGEN INC(BIIB)19,34419,34403,5463,5460.22%0
BLACKSTONE INC(BX)15,43515,43501,7751,7750.11%0
BLACKROCK INC(BLK)11,16811,168010,74010,7400.66%0
BOEING CO(BA)8,8728,87201,7661,7660.11%0
BOISE CASCADE CO DEL(BCC)7,8587,85805965960.04%0
BOOKING HOLDINGS INC(BKNG)646402692690.02%0
BORGWARNER INC18,62518,62501,0111,0110.06%0
ACADIAN ASSET MANAGEMENT INC(AAMI)6,1886,18803373370.02%0
BRISTOL-MYERS SQUIBB CO(BMY)60,52960,52903,6713,6710.23%0
BROADRIDGE FINL SOLUTIONS IN(BR)4,1144,11406686680.04%0
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)6,9736,97308448440.05%0
CME GROUP INC(CME)8,5468,54602,5242,5240.16%0
CSG SYS INTL INC7,0767,07605665660.03%0
CSX CORP(CSX)10,17610,17604184180.03%0
CTS CORP(CTS)12,68112,68106066060.04%0
CVS HEALTH CORP(CVS)3,4503,45002482480.02%0
CABOT CORP(CBT)8,6818,68106546540.04%0
CACTUS INC(WHD)20,03320,03309499490.06%0
THE CAMPBELLS COMPANY(CPB)119,361119,36102,6582,6580.16%0
CANADIAN NATL RY CO(CNI)37,55337,55303,8653,8650.24%0
CANADIAN PACIFIC KANSAS CITY(CP)3,1353,13502472470.02%0
CENTENE CORP DEL(CNC)56,41656,41601,8471,8470.11%0
CHARTER COMMUNICATIONS INC(CHTR)8,7708,77001,8931,8930.12%0
CHEMED CORP NEW(CHE)1,2311,23104654650.03%0
CHENIERE ENERGY INC(LNG)10,00310,00302,8382,8380.18%0
CHEVRON CORPORATION(CVX)15,72115,72103,2533,2530.20%0
CHURCH & DWIGHT CO INC(CHD)6,7796,77906336330.04%0
CIRRUS LOGIC INC(CRUS)5,7335,73308298290.05%0
CISCO SYS INC(CSCO)121,235121,23509,4079,4070.58%0
CLOROX CO DEL(CLX)34,53934,53903,5793,5790.22%0
COCA COLA CO(KO)11,16311,16308498490.05%0
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)24,32924,32903,2113,2110.20%0
CONSTELLATION BRANDS INC(STZ)54,52354,52308,1788,1780.50%0
COPART INC(CPRT)54,33254,33201,8041,8040.11%0
CORPAY INC(CPAY)13,24513,24503,8543,8540.24%0
COSTCO WHOLESALE CORPORATION(COST)1,7541,75401,7481,7480.11%0
CROCS INC(CROX)10,43910,43908678670.05%0
CROWN CASTLE INC(CCI)53,40253,40204,3424,3420.27%0
CURTISS WRIGHT CORP(CW)1,2081,20808238230.05%0
D R HORTON INC(DHI)6,1296,12908418410.05%0
DANAHER CORP DEL(DHR)22,04622,04604,1804,1800.26%0
DECKERS OUTDOOR CORP(DECK)3,8893,88903893890.02%0
DEVON ENERGY CORP NEW(DVN)86,15186,15104,3354,3350.27%0
DIAMONDBACK ENERGY INC(FANG)5,7785,77801,1431,1430.07%0
DOMINION ENERGY INC(D)4,4924,49202782780.02%0
DOMINOS PIZZA INC(DPZ)1,0961,09603933930.02%0
DONALDSON INC(DCI)8,0888,08806866860.04%0
DOVER CORP(DOV)1,9901,99004154150.03%0
DOW HLDGS INC(DOW)93,76393,76303,9053,9050.24%0
DUKE ENERGY CORP NEW(DUK)26,77226,77203,5063,5060.22%0
EAGLE MATLS INC(EXP)4,7964,79609099090.06%0
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)8,5478,54708278270.05%0
ENTERPRISE PRODS PARTNERS L(EPD)13,77113,77105215210.03%0
EQUIFAX INC(EFX)11,64111,64102,0962,0960.13%0
EURONET WORLDWIDE INC(EEFT)4,4204,42002932930.02%0
EVERCORE INC(EVR)2,5062,50607487480.05%0
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Morningstar Investment Management LLC — 13F Holdings — Q2 2026 | TickerTrail