Portfolio
Jun 30, 2026- Stock99.71%
- Cash8.42%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Small Value
Large
Mid
Small
7%
0%
0%
25%
3%
3%
45%
14%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 27.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.17% | Equity | Energy | Mid Growth | — | — | — | |
| 2.90% | Equity | Energy | Large Blend | — | — | — | |
| 2.80% | Equity | Energy | Mid Blend | — | — | — | |
| 2.79% | Equity | Energy | Large Blend | — | — | — | |
| 2.77% | Equity | Energy | Mid Blend | — | — | — | |
| 2.74% | Equity | Energy | Large Blend | — | — | — | |
| 2.74% | Equity | Energy | Large Blend | — | — | — | |
| 2.68% | Equity | Energy | Large Blend | — | — | — | |
| 2.67% | Equity | Energy | Large Blend | — | — | — | |
| 2.64% | Equity | Energy | Mid Blend | — | — | — |
