Position in MORN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$207,662
+$101,668 QoQ
Shares Held
1,331
+112.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#290
of 420 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $1,497,339 across 12 Financial Data & Stock Exchanges names. MORN ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
620 | $280,810 | |
| 2 | SPGI |
S&P Global Inc.
|
726 | $279,787 | |
| 3 | MORN |
Morningstar, Inc.
This page
|
1,331 | $207,662 | |
| 4 | FDS |
Factset Research Systems Inc
|
894 | $205,691 | |
| 5 | CME |
Cme Group Inc.
|
688 | $151,931 | |
| 6 | MSCI |
MSCI Inc.
|
250 | $140,010 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
947 | $116,585 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
1,233 | $97,185 |
All Filings in MORN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,662 | 1,331 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $105,994 | 627 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $202,315 | 931 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $122,269 | 527 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $146,919 | 468 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||