InfluAlpha

Morningstar, Inc.

Investment Portfolio (Last 12 Months)

Back to Profile
Avg position return
−2.3%
Positions
62
Calls
86
In profit
29%

62 positions · 86 calls · entered at the close on the day of the call · marked to 22 Sep 2026 Book rebuilt 22 Sep 2026

Buy Recommendations

Stocks recommended for purchase in the last 12 months

  1. PLTR NASDAQ Palantir Technologies Inc. - Class A Common Stock First call 23 Jul 2026 Avg entry $123.37 Last $183.09 Calls 1 Return +48.4%
  2. CNH NYSE CNH Industrial N.V. Common Shares First call 12 Aug 2026 Avg entry $10.73 Last $13.48 Calls 1 Return +25.6%
  3. MSFT NASDAQ Microsoft Corporation - Common Stock First call 13 Jul 2026 Avg entry $424.59 Last $501.61 Calls 3 Return +18.1%
  4. VZ NYSE Verizon Communications Inc. Common Stock First call 13 Jul 2026 Avg entry $43.28 Last $47.68 Calls 2 Return +10.2%
  5. AMZN NASDAQ Amazon.com, Inc. - Common Stock First call 21 Jul 2026 Avg entry $237.10 Last $258.45 Calls 2 Return +9.0%
  6. DVN NYSE Devon Energy Corporation Common Stock First call 13 Jul 2026 Avg entry $43.88 Last $47.59 Calls 3 Return +8.5%
  7. NVDA NASDAQ NVIDIA Corporation - Common Stock First call 22 Jul 2026 Avg entry $210.41 Last $227.38 Calls 2 Return +8.1%
  8. MU NASDAQ Micron Technology, Inc. - Common Stock First call 23 Jul 2026 Avg entry $990.21 Last $1,043.96 Calls 1 Return +5.4%
  9. GOOGL NASDAQ Alphabet Inc. - Class A Common Stock First call 12 Aug 2026 Avg entry $343.54 Last $354.97 Calls 1 Return +3.3%
  10. SCHW NYSE Charles Schwab Corporation (The) Common Stock First call 13 Jul 2026 Avg entry $103.53 Last $106.88 Calls 4 Return +3.2%
  11. ICE NYSE Intercontinental Exchange Inc. Common Stock First call 29 Jul 2026 Avg entry $154.28 Last $155.37 Calls 1 Return +0.7%
  12. SONY NYSE Sony Group Corporation American Depositary Shares First call 19 Aug 2026 Avg entry $23.49 Last $23.59 Calls 1 Return +0.4%
  13. ET NYSE Energy Transfer LP Common Units First call 16 Jul 2026 Avg entry $20.82 Last $20.90 Calls 2 Return +0.4%
  14. SPGI NYSE S&P Global Inc. Common Stock First call 12 Aug 2026 Avg entry $410.10 Last $404.47 Calls 1 Return −1.4%
  15. LW NYSE Lamb Weston Holdings, Inc. Common Stock First call 09 Sep 2026 Avg entry $48.13 Last $47.29 Calls 1 Return −1.7%
  16. BOND NYSE PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund First call 30 Jul 2026 Avg entry $90.79 Last $88.98 Calls 1 Return −2.0%
  17. KMX NYSE CarMax Inc First call 29 Jul 2026 Avg entry $59.11 Last $57.86 Calls 1 Return −2.1%
  18. AMT NYSE American Tower Corporation (REIT) Common Stock First call 29 Jul 2026 Avg entry $179.26 Last $174.60 Calls 1 Return −2.6%
  19. CE NYSE Celanese Corporation Common Stock First call 02 Sep 2026 Avg entry $46.66 Last $45.41 Calls 1 Return −2.7%
  20. MDLZ NASDAQ Mondelez International, Inc. - Class A Common Stock First call 16 Jul 2026 Avg entry $61.92 Last $60.17 Calls 2 Return −2.8%
  21. BEDY NASDAQ BNY Mellon Enhanced Dividend and Income ETF First call 27 Aug 2026 Avg entry $30.15 Last $29.27 Calls 1 Return −2.9%
  22. AR NYSE Antero Resources Corporation Common Stock First call 22 Jul 2026 Avg entry $35.27 Last $33.96 Calls 1 Return −3.7%
  23. UNH NYSE UnitedHealth Group Incorporated Common Stock (DE) First call 09 Sep 2026 Avg entry $393.06 Last $377.56 Calls 1 Return −3.9%
  24. EQR NYSE Equity Residential Common Shares of Beneficial Interest First call 26 Aug 2026 Avg entry $68.14 Last $65.35 Calls 1 Return −4.1%
  25. WLK NYSE Westlake Corporation Common Stock First call 29 Jul 2026 Avg entry $72.25 Last $69.07 Calls 1 Return −4.4%
  26. POR NYSE Portland General Electric Co Common Stock First call 26 Aug 2026 Avg entry $49.53 Last $47.24 Calls 2 Return −4.6%
  27. LPLA NASDAQ LPL Financial Holdings Inc. - Common Stock First call 13 Jul 2026 Avg entry $348.87 Last $332.26 Calls 2 Return −4.8%
  28. NOC NYSE Northrop Grumman Corporation Common Stock First call 29 Jul 2026 Avg entry $556.19 Last $526.66 Calls 2 Return −5.3%
  29. BAC NYSE Bank of America Corporation Common Stock First call 23 Jul 2026 Avg entry $61.28 Last $57.96 Calls 1 Return −5.4%
  30. KHC NASDAQ The Kraft Heinz Company - Common Stock First call 16 Jul 2026 Avg entry $25.80 Last $24.37 Calls 2 Return −5.5%
  31. LEN NYSE Lennar Corporation Class A Common Stock First call 22 Jul 2026 Avg entry $82.87 Last $78.08 Calls 2 Return −5.8%
  32. BAX NYSE Baxter International Inc. Common Stock First call 09 Sep 2026 Avg entry $24.39 Last $22.93 Calls 1 Return −6.0%
  33. MOS NYSE Mosaic Company (The) Common Stock First call 02 Sep 2026 Avg entry $25.78 Last $24.07 Calls 1 Return −6.7%
  34. FMS NYSE Fresenius Medical Care AG American Depositary Shares (Each representing 1/2 of an Ordinary Share) First call 19 Aug 2026 Avg entry $23.84 Last $22.22 Calls 1 Return −6.8%
  35. F NYSE Ford Motor Company Common Stock First call 02 Sep 2026 Avg entry $14.14 Last $13.17 Calls 1 Return −6.9%
  36. CPB NASDAQ The Campbell's Company - Common Stock First call 23 Jul 2026 Avg entry $21.41 Last $19.93 Calls 1 Return −6.9%
  37. AVGO NASDAQ Broadcom Inc. - Common Stock First call 13 Jul 2026 Avg entry $390.43 Last $362.66 Calls 2 Return −7.1%
  38. DUK NYSE Duke Energy Corporation (Holding Company) Common Stock First call 16 Jul 2026 Avg entry $126.11 Last $116.74 Calls 1 Return −7.4%
  39. HSY NYSE The Hershey Company Common Stock First call 29 Jul 2026 Avg entry $183.91 Last $167.90 Calls 1 Return −8.7%
  40. PEP NASDAQ PepsiCo, Inc. - Common Stock First call 26 Aug 2026 Avg entry $142.19 Last $129.59 Calls 1 Return −8.9%
  41. SUI NYSE Sun Communities, Inc. Common Stock First call 26 Aug 2026 Avg entry $125.24 Last $113.74 Calls 1 Return −9.2%
  42. LNT NASDAQ Alliant Energy Corporation - Common Stock First call 16 Jul 2026 Avg entry $71.81 Last $64.97 Calls 2 Return −9.5%
  43. LIN NASDAQ Linde plc - Ordinary Shares First call 23 Jul 2026 Avg entry $506.32 Last $457.50 Calls 1 Return −9.6%
  44. O NYSE Realty Income Corporation Common Stock First call 16 Jul 2026 Avg entry $64.01 Last $56.65 Calls 2 Return −11.5%
  45. OMC NYSE Omnicom Group Inc. Common Stock First call 12 Aug 2026 Avg entry $85.51 Last $75.59 Calls 1 Return −11.6%
  46. MBUU NASDAQ Malibu Boats, Inc. - Common Stock First call 02 Sep 2026 Avg entry $27.06 Last $23.63 Calls 1 Return −12.7%
  47. WGO NYSE Winnebago Industries, Inc. Common Stock First call 02 Sep 2026 Avg entry $30.33 Last $26.43 Calls 1 Return −12.9%
  48. CLX NYSE Clorox Company (The) Common Stock First call 13 Jul 2026 Avg entry $97.51 Last $84.88 Calls 5 Return −13.0%
  49. RH NYSE RH Common Stock First call 02 Sep 2026 Avg entry $147.68 Last $127.20 Calls 1 Return −13.9%
  50. CHWY NYSE Chewy, Inc. Class A Common Stock First call 05 Aug 2026 Avg entry $24.03 Last $20.51 Calls 1 Return −14.6%
  51. ONON NYSE On Holding AG Class A Ordinary Shares First call 05 Aug 2026 Avg entry $38.19 Last $27.32 Calls 1 Return −28.5%

Sell Recommendations

Stocks recommended for sale in the last 12 months A sell gains when the price falls

  1. CAT NYSE Caterpillar, Inc. Common Stock First call 23 Jul 2026 Avg entry $894.54 Last $816.50 Calls 1 Return +8.7%
  2. GEV NYSE GE Vernova Inc. Common Stock First call 23 Jul 2026 Avg entry $1,031.19 Last $946.22 Calls 1 Return +8.2%
  3. VTWO NASDAQ Vanguard Russell 2000 ETF First call 20 Aug 2026 Avg entry $120.36 Last $115.74 Calls 1 Return +3.8%
  4. COST NASDAQ Costco Wholesale Corporation - Common Stock First call 23 Jul 2026 Avg entry $926.06 Last $898.48 Calls 1 Return +3.0%
  5. WMT NASDAQ Walmart Inc. - Common Stock First call 23 Jul 2026 Avg entry $108.40 Last $107.44 Calls 1 Return +0.9%
  6. DRI NYSE Darden Restaurants, Inc. Common Stock First call 16 Sep 2026 Avg entry $208.26 Last $211.36 Calls 1 Return −1.5%
  7. DEO NYSE Diageo plc Common Stock First call 21 Jul 2026 Avg entry $83.55 Last $86.82 Calls 1 Return −3.9%
  8. AMZN NASDAQ Amazon.com, Inc. - Common Stock First call 21 Jul 2026 Avg entry $247.55 Last $258.45 Calls 1 Return −4.4%
  9. CAVA NYSE CAVA Group, Inc. Common Stock First call 16 Sep 2026 Avg entry $49.76 Last $52.00 Calls 1 Return −4.5%
  10. JNJ NYSE Johnson & Johnson Common Stock First call 13 Jul 2026 Avg entry $257.77 Last $269.47 Calls 1 Return −4.5%
  11. STX NASDAQ Seagate Technology Holdings PLC - Ordinary Shares (Ireland) First call 16 Sep 2026 Avg entry $783.18 Last $877.33 Calls 1 Return −12.0%

Understand these figures or report an error: Methodology Corrections policy