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Portfolio (Quarterly) Guide ↗

Morningstar Investment Management LLC

· CIK 0001673385
13F Portfolio $1.6B AUM 317 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EW EDWARDS LIFESCIENCES CORP Healthcare 40,542.0 $3.2M 0.20% NEW $80.08 +12.1%
2 VRSN VERISIGN INC Technology 12,486.0 $3.1M 0.19% NEW $248.36 +13.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.4%
Financial Services 12.2%
Healthcare 11.7%
Industrials 11.1%
Communication Services 9.3%
Consumer Defensive 8.0%
Consumer Cyclical 5.9%
Energy 5.7%
Basic Materials 2.9%
Real Estate 2.3%