FCHI8,141.92-0.19%

GDAXI24,083.53-0.19%

DJI49,167.79-0.13%

XLE56.790.04%

STOXX50E5,860.32-0.39%

XLF51.810.76%

FTSE10,321.09-0.56%

IXIC24,887.100.20%

RUT2,788.190.04%

GSPC7,173.910.12%

Temp30.1°C

UV0.3

Feels35.4°C

Humidity59%

Wind10.4 km/h

Air QualityAQI 1

Cloud Cover50%

Rain0%

Sunrise06:00 AM

Sunset06:47 PM

Time6:14 PM

27 April 2026

Markets 13F Insiders Press Releases Companies People Real Estate Yacht AI Agents + MCP Business Economy Markets & Finance Technology

Institutional Manager · CIK 0001478215

Morningstar Investment Services LLC

CHICAGO, IL · File #028-13657

Latest AUM

$0

Positions

0

Top-10 Concentration

0.0%

Filings

8

Portfolio Value Over Time

2023-12

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

Filing History

Nov 12, 202513F NOTICEQ/E Sep 2025— pos · $0
Jul 30, 202513F NOTICEQ/E Jun 2025— pos · $0
May 5, 202513F HOLDINGS REPORTQ/E Mar 2025134 pos · $545,991
Feb 12, 202513F HOLDINGS REPORTQ/E Dec 2024145 pos · $1.1M
Nov 7, 202413F HOLDINGS REPORTQ/E Sep 2024405 pos · $9.8M
Aug 13, 202413F HOLDINGS REPORTQ/E Jun 2024376 pos · $9.2M
May 15, 202413F HOLDINGS REPORTQ/E Mar 2024348 pos · $9.1M
Nov 14, 202313F HOLDINGS REPORTQ/E Dec 2023275 pos · $7.8M