InfluAlpha

Morningstar, Inc.

Investment Portfolio (Last 12 Months)

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Avg position return
−1.9%
Positions
74
Calls
103
In profit
43%

74 positions · 103 calls · entered at the close on the day of the call · marked to 07 Nov 2026 Book rebuilt 06 Nov 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 $160.38 Calls 1 Return +30.0%
  2. MSFT NASDAQ Microsoft Corporation - Common Stock First call 13 Jul 2026 Avg entry $424.59 Last $530.61 Calls 3 Return +25.0%
  3. SONY NYSE Sony Group Corporation American Depositary Shares First call 19 Aug 2026 Avg entry $23.49 Last $27.00 Calls 1 Return +14.9%
  4. LW NYSE Lamb Weston Holdings, Inc. Common Stock First call 09 Sep 2026 Avg entry $48.13 Last $55.24 Calls 1 Return +14.8%
  5. SPGI NYSE S&P Global Inc. Common Stock First call 12 Aug 2026 Avg entry $410.10 Last $467.80 Calls 1 Return +14.1%
  6. ICE NYSE Intercontinental Exchange Inc. Common Stock First call 29 Jul 2026 Avg entry $154.28 Last $172.27 Calls 1 Return +11.7%
  7. LMT NYSE Lockheed Martin Corporation Common Stock First call 30 Sep 2026 Avg entry $509.25 Last $567.08 Calls 1 Return +11.4%
  8. CPB NASDAQ The Campbell's Company - Common Stock First call 23 Jul 2026 Avg entry $21.41 Last $23.13 Calls 1 Return +8.0%
  9. CNH NYSE CNH Industrial N.V. Common Shares First call 12 Aug 2026 Avg entry $10.73 Last $11.56 Calls 1 Return +7.7%
  10. LEN NYSE Lennar Corporation Class A Common Stock First call 22 Jul 2026 Avg entry $82.87 Last $88.74 Calls 2 Return +7.1%
  11. AMZN NASDAQ Amazon.com, Inc. - Common Stock First call 21 Jul 2026 Avg entry $242.99 Last $259.30 Calls 3 Return +6.7%
  12. MDLZ NASDAQ Mondelez International, Inc. - Class A Common Stock First call 16 Jul 2026 Avg entry $61.92 Last $66.02 Calls 2 Return +6.6%
  13. BAX NYSE Baxter International Inc. Common Stock First call 09 Sep 2026 Avg entry $24.39 Last $25.79 Calls 1 Return +5.7%
  14. VZ NYSE Verizon Communications Inc. Common Stock First call 13 Jul 2026 Avg entry $43.28 Last $45.69 Calls 2 Return +5.6%
  15. AMT NYSE American Tower Corporation (REIT) Common Stock First call 29 Jul 2026 Avg entry $179.26 Last $188.79 Calls 1 Return +5.3%
  16. LYB NYSE LyondellBasell Industries NV Ordinary Shares Class A (Netherlands) First call 07 Oct 2026 Avg entry $58.49 Last $60.72 Calls 1 Return +3.8%
  17. LNT NASDAQ Alliant Energy Corporation - Common Stock First call 16 Jul 2026 Avg entry $70.24 Last $72.67 Calls 3 Return +3.5%
  18. WGO NYSE Winnebago Industries, Inc. Common Stock First call 02 Sep 2026 Avg entry $30.33 Last $31.34 Calls 1 Return +3.3%
  19. NXPI NASDAQ NXP Semiconductors N.V. - Common Stock First call 30 Sep 2026 Avg entry $237.53 Last $244.43 Calls 1 Return +2.9%
  20. CE NYSE Celanese Corporation Common Stock First call 02 Sep 2026 Avg entry $46.66 Last $47.84 Calls 1 Return +2.5%
  21. CLX NYSE Clorox Company (The) Common Stock First call 13 Jul 2026 Avg entry $97.51 Last $99.96 Calls 5 Return +2.5%
  22. PK NYSE Park Hotels & Resorts Inc. Common Stock First call 07 Oct 2026 Avg entry $15.20 Last $15.55 Calls 1 Return +2.3%
  23. AR NYSE Antero Resources Corporation Common Stock First call 22 Jul 2026 Avg entry $35.27 Last $36.08 Calls 1 Return +2.3%
  24. OMC NYSE Omnicom Group Inc. Common Stock First call 12 Aug 2026 Avg entry $85.51 Last $87.09 Calls 1 Return +1.8%
  25. LIN NASDAQ Linde plc - Ordinary Shares First call 23 Jul 2026 Avg entry $506.32 Last $515.25 Calls 1 Return +1.8%
  26. DUK NYSE Duke Energy Corporation (Holding Company) Common Stock First call 16 Jul 2026 Avg entry $126.11 Last $127.78 Calls 1 Return +1.3%
  27. ALB NYSE Albemarle Corporation Common Stock First call 15 Oct 2026 Avg entry $98.18 Last $99.25 Calls 1 Return +1.1%
  28. UNH NYSE UnitedHealth Group Incorporated Common Stock (DE) First call 09 Sep 2026 Avg entry $393.06 Last $394.15 Calls 1 Return +0.3%
  29. PEP NASDAQ PepsiCo, Inc. - Common Stock First call 26 Aug 2026 Avg entry $142.19 Last $141.34 Calls 1 Return −0.6%
  30. 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 $23.66 Calls 1 Return −0.8%
  31. ONON NYSE On Holding AG Class A Ordinary Shares First call 05 Aug 2026 Avg entry $38.19 Last $37.54 Calls 1 Return −1.7%
  32. BOND NYSE PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund First call 30 Jul 2026 Avg entry $90.79 Last $89.19 Calls 1 Return −1.8%
  33. ET NYSE Energy Transfer LP Common Units First call 16 Jul 2026 Avg entry $20.82 Last $20.16 Calls 2 Return −3.2%
  34. BMY NYSE Bristol-Myers Squibb Company Common Stock First call 04 Nov 2026 Avg entry $64.19 Last $62.14 Calls 1 Return −3.2%
  35. HSY NYSE The Hershey Company Common Stock First call 29 Jul 2026 Avg entry $183.91 Last $177.43 Calls 1 Return −3.5%
  36. BEDY NASDAQ BNY Mellon Enhanced Dividend and Income ETF First call 27 Aug 2026 Avg entry $30.15 Last $29.05 Calls 1 Return −3.6%
  37. DVN NYSE Devon Energy Corporation Common Stock First call 13 Jul 2026 Avg entry $43.88 Last $42.21 Calls 3 Return −3.8%
  38. SUI NYSE Sun Communities, Inc. Common Stock First call 26 Aug 2026 Avg entry $125.24 Last $120.30 Calls 1 Return −3.9%
  39. 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%
  40. KHC NASDAQ The Kraft Heinz Company - Common Stock First call 16 Jul 2026 Avg entry $25.80 Last $24.61 Calls 2 Return −4.6%
  41. NOC NYSE Northrop Grumman Corporation Common Stock First call 29 Jul 2026 Avg entry $556.19 Last $525.25 Calls 2 Return −5.6%
  42. CHWY NYSE Chewy, Inc. Class A Common Stock First call 05 Aug 2026 Avg entry $24.03 Last $22.56 Calls 1 Return −6.1%
  43. EXE NASDAQ Expand Energy Corporation - Common Stock First call 15 Oct 2026 Avg entry $90.80 Last $84.60 Calls 1 Return −6.8%
  44. O NYSE Realty Income Corporation Common Stock First call 16 Jul 2026 Avg entry $64.01 Last $59.50 Calls 2 Return −7.0%
  45. POR NYSE Portland General Electric Co Common Stock First call 26 Aug 2026 Avg entry $49.53 Last $46.01 Calls 2 Return −7.1%
  46. WLK NYSE Westlake Corporation Common Stock First call 29 Jul 2026 Avg entry $72.25 Last $66.28 Calls 1 Return −8.3%
  47. SCHW NYSE Charles Schwab Corporation (The) Common Stock First call 13 Jul 2026 Avg entry $103.53 Last $92.58 Calls 4 Return −10.6%
  48. KMX NYSE CarMax Inc First call 29 Jul 2026 Avg entry $59.11 Last $52.60 Calls 1 Return −11.0%
  49. RH NYSE RH Common Stock First call 02 Sep 2026 Avg entry $147.68 Last $130.96 Calls 1 Return −11.3%
  50. F NYSE Ford Motor Company Common Stock First call 02 Sep 2026 Avg entry $14.14 Last $12.44 Calls 1 Return −12.0%
  51. NVDA NASDAQ NVIDIA Corporation - Common Stock First call 22 Jul 2026 Avg entry $214.04 Last $186.64 Calls 3 Return −12.8%
  52. MOS NYSE Mosaic Company (The) Common Stock First call 02 Sep 2026 Avg entry $25.78 Last $22.33 Calls 1 Return −13.4%
  53. LPLA NASDAQ LPL Financial Holdings Inc. - Common Stock First call 13 Jul 2026 Avg entry $348.87 Last $300.89 Calls 2 Return −13.8%
  54. BKR NASDAQ Baker Hughes Company - Common Stock First call 15 Oct 2026 Avg entry $54.40 Last $46.20 Calls 1 Return −15.1%
  55. TSM NYSE Taiwan Semiconductor Manufacturing Company Ltd. First call 23 Sep 2026 Avg entry $446.57 Last $375.44 Calls 1 Return −15.9%
  56. PANW NASDAQ Palo Alto Networks, Inc. - Common Stock First call 14 Oct 2026 Avg entry $375.04 Last $313.84 Calls 1 Return −16.3%
  57. GOOGL NASDAQ Alphabet Inc. - Class A Common Stock First call 12 Aug 2026 Avg entry $346.38 Last $284.78 Calls 2 Return −17.8%
  58. ASML NASDAQ ASML Holding N.V. - New York Registry Shares First call 23 Sep 2026 Avg entry $1,744.61 Last $1,424.75 Calls 1 Return −18.3%
  59. BAC NYSE Bank of America Corporation Common Stock First call 23 Jul 2026 Avg entry $61.28 Last $49.42 Calls 1 Return −19.4%
  60. AVGO NASDAQ Broadcom Inc. - Common Stock First call 13 Jul 2026 Avg entry $375.70 Last $293.69 Calls 3 Return −21.8%
  61. MBUU NASDAQ Malibu Boats, Inc. - Common Stock First call 02 Sep 2026 Avg entry $27.06 Last $20.22 Calls 1 Return −25.3%
  62. STM NYSE STMicroelectronics N.V. Common Stock First call 07 Oct 2026 Avg entry $56.18 Last $39.95 Calls 1 Return −28.9%
  63. MU NASDAQ Micron Technology, Inc. - Common Stock First call 23 Jul 2026 Avg entry $990.21 Last $690.00 Calls 1 Return −30.3%

Sell Recommendations

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

  1. STX NASDAQ Seagate Technology Holdings PLC - Ordinary Shares (Ireland) First call 16 Sep 2026 Avg entry $783.18 Last $460.99 Calls 1 Return +41.1%
  2. CAT NYSE Caterpillar, Inc. Common Stock First call 23 Jul 2026 Avg entry $894.54 Last $558.63 Calls 1 Return +37.6%
  3. GEV NYSE GE Vernova Inc. Common Stock First call 23 Jul 2026 Avg entry $1,031.19 Last $774.11 Calls 1 Return +24.9%
  4. VTWO NASDAQ Vanguard Russell 2000 ETF First call 20 Aug 2026 Avg entry $120.36 Last $109.49 Calls 1 Return +9.0%
  5. AMZN NASDAQ Amazon.com, Inc. - Common Stock First call 21 Jul 2026 Avg entry $247.55 Last $259.30 Calls 1 Return −4.7%
  6. JNJ NYSE Johnson & Johnson Common Stock First call 13 Jul 2026 Avg entry $257.77 Last $272.32 Calls 1 Return −5.6%
  7. DRI NYSE Darden Restaurants, Inc. Common Stock First call 16 Sep 2026 Avg entry $208.26 Last $228.67 Calls 1 Return −9.8%
  8. COST NASDAQ Costco Wholesale Corporation - Common Stock First call 23 Jul 2026 Avg entry $926.06 Last $1,053.56 Calls 1 Return −13.8%
  9. WMT NASDAQ Walmart Inc. - Common Stock First call 23 Jul 2026 Avg entry $108.40 Last $125.52 Calls 1 Return −15.8%
  10. CAVA NYSE CAVA Group, Inc. Common Stock First call 16 Sep 2026 Avg entry $49.76 Last $59.15 Calls 1 Return −18.9%
  11. DEO NYSE Diageo plc Common Stock First call 21 Jul 2026 Avg entry $83.55 Last $99.76 Calls 1 Return −19.4%

Understand these figures or report an error: Methodology Corrections policy