Position in MORN
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$156
New position
Shares Held
1
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#413
of 419 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Navigoe, LLC holds $4,691 across 9 Financial Data & Stock Exchanges names. MORN ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
4 | $1,811 | |
| 2 | CME |
Cme Group Inc.
|
3 | $662 | |
| 3 | MSCI |
MSCI Inc.
|
1 | $560 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
7 | $551 | |
| 5 | SPGI |
S&P Global Inc.
|
1 | $407 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
1 | $242 | |
| 7 | FDS |
Factset Research Systems Inc
|
1 | $230 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
1 | $156 |
All Filings in MORN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156 | 1 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||