MJT & Associates Financial Advisory Group, Inc.

Position in MORN — Morningstar, Inc.

CIK 2065777 MONTEVICEO, MN

Back to MORN Full portfolio

Position in MORN

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$5,304

-$5,369 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#369

of 419 holders

Holding Since

Mar 2025

3 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, 2026

MJT & Associates Financial Advisory Group, Inc. holds $44,242 across 5 Financial Data & Stock Exchanges names. MORN ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	134	$19,589
2	SPGI	S&P Global Inc.	30	$11,403
3	FDS	Factset Research Systems Inc	27	$6,212
4	MORN	Morningstar, Inc. This page	34	$5,304
5	NDAQ	Nasdaq, Inc.	22	$1,734

All Filings in MORN

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,304	34	0.0%	Shares	Sole	2026-07-06
2025-06-30	$10,673	34	0.0%	Shares	Sole	2025-07-18
2025-03-31	$10,195	34	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.