Position in MORN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,872
New position
Shares Held
12
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#382
of 416 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Planning Strategies Inc. holds $28,947 across 10 Financial Data & Stock Exchanges names. MORN ranks #8 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
19 | $6,935 | |
| 2 | MCO |
Moodys Corp /De/
|
10 | $4,529 | |
| 3 | CME |
Cme Group Inc.
|
14 | $3,091 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
24 | $2,954 | |
| 5 | FDS |
Factset Research Systems Inc
|
11 | $2,530 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
30 | $2,364 | |
| 7 | COIN |
Coinbase Global, Inc.
|
16 | $2,339 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
12 | $1,872 |
All Filings in MORN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,872 | 12 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||