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Morningstar Investment Management LLCCoreConcentrated trader

CIK: 0001673385 | CHICAGO, IL

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR317$1.6B2026-07-21SEC ↗
Q1 2026
13F-HR315$1.6B2026-05-14SEC ↗
Q4 2025
13F-HR327$242.6M2026-02-09SEC ↗
Q3 2025
13F-HR471$348.7M2025-11-17SEC ↗
Q2 2025
13F-HR205$169.5M2025-07-28SEC ↗
Q1 2025
13F-HR71$149.3M2025-05-07SEC ↗
Q4 2024
13F-HR212$154.2M2025-02-03SEC ↗
Q3 2024
13F-HR214$103.1M2024-11-12SEC ↗
Q2 2024
13F-HR195$106.9M2024-08-08SEC ↗
Q1 2024
13F-HR200$76.6M2024-05-13SEC ↗
Q4 2023
13F-HR198$79.6M2024-02-13SEC ↗
Q3 2023Amended
13F-HR/A1$1.5K2024-04-09SEC ↗
Q3 2023Amended
13F-HR/A165$66.0M2023-11-14SEC ↗
Q2 2023Amended
13F-HR/A172$65.7M2023-08-14SEC ↗
Q2 2023Amended
13F-HR/A2$15.8K2024-04-09SEC ↗
Q1 2023Amended
13F-HR/A86$81.6M2024-04-09SEC ↗
Q1 2023Amended
13F-HR/A79$81.6M2023-05-15SEC ↗
Q4 2022Amended
13F-HR/A76$56.6M2023-02-10SEC ↗
Q4 2022Amended
13F-HR/A86$56.8M2024-04-05SEC ↗
Q3 2022Amended
13F-HR/A30$38.4M2022-11-14SEC ↗
Q3 2022Amended
13F-HR/A13$183.9K2024-04-05SEC ↗
Q2 2022Amended
13F-HR/A40$19.8M2022-08-12SEC ↗
Q1 2022Amended
13F-HR/A44$542.0K2022-05-10SEC ↗
Q4 2021
13F-HR47$3.6M2022-02-01SEC ↗
Q3 2021Amended
13F-HR/A5$4.2K2024-04-04SEC ↗
Q3 2021Amended
13F-HR/A37$7.1M2021-11-15SEC ↗
Q2 2021Amended
13F-HR/A41$33.9M2021-08-11SEC ↗
Q2 2021Amended
13F-HR/A42$33.9M2024-04-04SEC ↗
Q1 2021
13F-HR28$34.8M2021-05-11SEC ↗
Q4 2020
13F-HR28$29.2M2021-02-16SEC ↗
Q3 2020
13F-HR28$25.9M2020-11-12SEC ↗
Q2 2020
13F-HR28$24.9M2020-07-31SEC ↗
Q1 2020
13F-HR23$14.1M2020-05-12SEC ↗
Q4 2019Amended
13F-HR/A23$573.4K2020-02-11SEC ↗
Q4 2019Amended
13F-HR/A22$544.7K2024-04-03SEC ↗
Q3 2019Amended
13F-HR/A19$355.1K2019-11-12SEC ↗
Q2 2019
13F-HR20$324.5K2019-08-05SEC ↗
Q1 2019Amended
13F-HR/A16$198.0K2019-05-13SEC ↗
Q4 2018
13F-HR18$125.9K2019-02-14SEC ↗