Stock Taper

MORNINGSTAR INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Becton, Dickinson and CompanyBDX19.36K$3.04M
Kenvue Inc.KVUE19.43K$334.89K
Mastercard IncorporatedMA19.84K$9.91M
Cactus, Inc.WHD20.03K$948.96K
Jack Henry & Associates, Inc.JKHY20.18K$3.19M
Chord Energy CorporationCHRD20.27K$2.88M
Waters CorporationWAT20.45K$6.09M
American Express CompanyAXP20.66K$6.25M
Illumina, Inc.ILMN20.78K$2.56M
Agilent Technologies, Inc.A20.96K$2.39M
T. Rowe Price Group, Inc.TROW21.77K$1.96M
Gentherm IncorporatedTHRM21.93K$609.3K
Danaher CorporationDHR22.05K$4.18M
The Toronto-Dominion BankTD23.55K$2.2M
ConocoPhillipsCOP24.33K$3.21M
Zimmer Biomet Holdings, Inc.ZBH24.54K$2.22M
Union Pacific CorporationUNP25.03K$6.07M
Zoetis Inc.ZTS25.04K$2.96M
United Parcel Service, Inc.UPS25.38K$2.5M
Salesforce, Inc.CRM25.68K$4.79M