Stock Taper 
MORNINGSTAR INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TriNet Group, Inc. | TNET | 27.92K | $1.02M |
 Philip Morris International Inc. | PM | 27.92K | $4.62M |
 Duke Energy Corporation | DUK | 26.77K | $3.51M |
 Adobe Inc. | ADBE | 26.23K | $6.38M |
 Wells Fargo & Company | WFC | 25.93K | $2.06M |
 Innoviva, Inc. | INVA | 25.89K | $603.21K |
 Salesforce, Inc. | CRM | 25.68K | $4.79M |
 United Parcel Service, Inc. | UPS | 25.38K | $2.5M |
 Zoetis Inc. | ZTS | 25.04K | $2.96M |
 Union Pacific Corporation | UNP | 25.03K | $6.07M |
 Zimmer Biomet Holdings, Inc. | ZBH | 24.54K | $2.22M |
 ConocoPhillips | COP | 24.33K | $3.21M |
 The Toronto-Dominion Bank | TD | 23.55K | $2.2M |
 Danaher Corporation | DHR | 22.05K | $4.18M |
 Gentherm Incorporated | THRM | 21.93K | $609.3K |
 T. Rowe Price Group, Inc. | TROW | 21.77K | $1.96M |
 Agilent Technologies, Inc. | A | 20.96K | $2.39M |
 Illumina, Inc. | ILMN | 20.78K | $2.56M |
 American Express Company | AXP | 20.66K | $6.25M |
 Waters Corporation | WAT | 20.45K | $6.09M |