InfluAlpha

Morningstar, Inc.

Investment Portfolio (Last 12 Months)

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Avg position return
+2.6%
Positions
24
Calls
28
In profit
50%

24 positions · 28 calls · entered at the close on the day of the call · marked to 07 Aug 2026 Book rebuilt 02 Aug 2026

Buy Recommendations

Stocks recommended for purchase in the last 12 months

  1. MSFT NASDAQ Microsoft Corporation - Common Stock First call 13 Jul 2026 Avg entry $390.99 Last $502.97 Calls 1 Return +28.6%
  2. AMZN NASDAQ Amazon.com, Inc. - Common Stock First call 21 Jul 2026 Avg entry $237.10 Last $276.14 Calls 2 Return +16.5%
  3. LPLA NASDAQ LPL Financial Holdings Inc. - Common Stock First call 13 Jul 2026 Avg entry $321.06 Last $359.05 Calls 1 Return +11.8%
  4. WLK NYSE Westlake Corporation Common Stock First call 29 Jul 2026 Avg entry $72.25 Last $79.83 Calls 1 Return +10.5%
  5. AVGO NASDAQ Broadcom Inc. - Common Stock First call 13 Jul 2026 Avg entry $384.05 Last $423.05 Calls 1 Return +10.2%
  6. CLX NYSE Clorox Company (The) Common Stock First call 13 Jul 2026 Avg entry $96.88 Last $106.71 Calls 2 Return +10.1%
  7. VZ NYSE Verizon Communications Inc. Common Stock First call 13 Jul 2026 Avg entry $43.28 Last $46.82 Calls 2 Return +8.2%
  8. NOC NYSE Northrop Grumman Corporation Common Stock First call 29 Jul 2026 Avg entry $535.05 Last $566.49 Calls 1 Return +5.9%
  9. SCHW NYSE Charles Schwab Corporation (The) Common Stock First call 13 Jul 2026 Avg entry $102.38 Last $107.66 Calls 1 Return +5.2%
  10. ET NYSE Energy Transfer LP Common Units First call 16 Jul 2026 Avg entry $20.20 Last $20.67 Calls 1 Return +2.3%
  11. MDLZ NASDAQ Mondelez International, Inc. - Class A Common Stock First call 16 Jul 2026 Avg entry $61.42 Last $62.75 Calls 1 Return +2.2%
  12. BOND NYSE PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund First call 30 Jul 2026 Avg entry $90.79 Last $90.56 Calls 1 Return −0.3%
  13. HSY NYSE The Hershey Company Common Stock First call 29 Jul 2026 Avg entry $183.91 Last $183.03 Calls 1 Return −0.5%
  14. DUK NYSE Duke Energy Corporation (Holding Company) Common Stock First call 16 Jul 2026 Avg entry $126.11 Last $125.11 Calls 1 Return −0.8%
  15. DVN NYSE Devon Energy Corporation Common Stock First call 13 Jul 2026 Avg entry $43.38 Last $42.90 Calls 2 Return −1.1%
  16. KMX NYSE CarMax Inc First call 29 Jul 2026 Avg entry $59.11 Last $58.06 Calls 1 Return −1.8%
  17. ICE NYSE Intercontinental Exchange Inc. Common Stock First call 29 Jul 2026 Avg entry $154.28 Last $149.75 Calls 1 Return −2.9%
  18. AMT NYSE American Tower Corporation (REIT) Common Stock First call 29 Jul 2026 Avg entry $179.26 Last $173.17 Calls 1 Return −3.4%
  19. KHC NASDAQ The Kraft Heinz Company - Common Stock First call 16 Jul 2026 Avg entry $26.23 Last $25.30 Calls 1 Return −3.6%
  20. O NYSE Realty Income Corporation Common Stock First call 16 Jul 2026 Avg entry $65.75 Last $62.73 Calls 1 Return −4.6%
  21. LNT NASDAQ Alliant Energy Corporation - Common Stock First call 16 Jul 2026 Avg entry $75.75 Last $69.67 Calls 1 Return −8.0%

Sell Recommendations

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

  1. JNJ NYSE Johnson & Johnson Common Stock First call 13 Jul 2026 Avg entry $257.77 Last $256.98 Calls 1 Return +0.3%
  2. DEO NYSE Diageo plc Common Stock First call 21 Jul 2026 Avg entry $83.55 Last $92.80 Calls 1 Return −11.1%
  3. AMZN NASDAQ Amazon.com, Inc. - Common Stock First call 21 Jul 2026 Avg entry $247.55 Last $276.14 Calls 1 Return −11.5%