Position in MORN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,304
New position
Shares Held
34
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#368
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, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $110,595 across 8 Financial Data & Stock Exchanges names. MORN ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
154 | $59,459 | |
| 2 | MCO |
Moodys Corp /De/
|
60 | $27,175 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
64 | $7,879 | |
| 4 | MORN |
Morningstar, Inc.
This page
|
34 | $5,304 | |
| 5 | CME |
Cme Group Inc.
|
21 | $4,637 | |
| 6 | LSEGY |
London Stock Exchange Group plc
|
139 | $3,761 | |
| 7 | TRU |
TransUnion
|
32 | $2,308 | |
| 8 | COIN |
Coinbase Global, Inc.
|
0 | $72 |
All Filings in MORN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,304 | 34 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||