Fortitude Family Office, LLC
Family OfficePosition in MORN — Morningstar, Inc.
CIK 1950506
SCOTTSDALE, AZ
Position in MORN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,141
+$9,465 QoQ
Shares Held
65
+1525.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#85
of 114 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Fortitude Family Office, LLC holds $199,440 across 13 Financial Data & Stock Exchanges names. MORN ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
82 | $37,139 | |
| 2 | CME |
Cme Group Inc.
|
133 | $29,370 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
233 | $28,684 | |
| 4 | SPGI |
S&P Global Inc.
|
73 | $28,126 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
87 | $21,112 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
198 | $15,606 | |
| 7 | MSCI |
MSCI Inc.
|
25 | $14,001 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
65 | $10,141 |
All Filings in MORN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,141 | 65 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $676 | 4 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $2,320 | 10 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,139 | 10 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||