Managed by Morningstar Investment Management Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $254.9M | 11.09M | 0.00% | — |
| 2 | ? N/A — | $247.4M | 10.70M | 0.00% | — |
| 3 | ? N/A — | $246.4M | 10.70M | 0.00% | — |
| 4 | ? N/A — | $240.2M | 10.48M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $240.2M |
| 10.48M |
| 0.00% |
| — |
| 6 | N NVDA — | $106.8M | 572.3K | 0.00% | — |
| 7 | ? N/A — | $100.6M | 405.1K | 0.00% | — |
| 8 | M MSFT — | $84.5M | 163.1K | 0.00% | — |
| 9 | A AAPL — | $78.6M | 308.7K | 0.00% | — |
| 10 | V VGES — | $72M | 219.3K | 0.00% | — |
| 11 | V VGES — | $71.5M | 213.3K | 0.00% | — |
| 12 | V VGES — | $71.1M | 233.8K | 0.00% | — |
| 13 | ? N/A — | $67M | 5.45M | 0.00% | — |
| 14 | ? N/A — | $65.7M | 2.09M | 0.00% | — |
| 15 | M MSFT — | $64.7M | 130.0K | 0.00% | — |
| 16 | G | $63.1M | 358.0K | 0.00% | — |
| 17 | A AAPL — | $60.8M | 296.4K | 0.00% | — |
| 18 | ? N/A — | $56.4M | 2.38M | 0.00% | — |
| 19 | A AAPL — | $56.3M | 207.2K | 0.00% | — |
| 20 | M MSFT — | $54.5M | 112.7K | 0.00% | — |