Portfolio
Jun 30, 2026- Stock99.40%
- Cash0.56%
- Convertible0.10%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Mid Blend
Large
Mid
Small
2%
28%
6%
10%
29%
21%
0%
2%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 43.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.18% | Equity | Industrials | — | — | — | — | |
| 7.16% | Equity | Industrials | — | — | — | — | |
| 5.90% | Equity | Consumer Discretionary | — | — | — | — | |
| 5.77% | Equity | Information Technology | — | — | — | — | |
| 3.58% | Equity | Consumer Discretionary | — | — | — | — | |
| 3.08% | Equity | Consumer Discretionary | — | — | — | — | |
| 2.48% | Equity | Consumer Discretionary | — | — | — | — | |
| 2.22% | Equity | Consumer Discretionary | — | — | — | — | |
| 2.06% | Equity | Consumer Discretionary | — | — | — | — | |
| 1.94% | Equity | Information Technology | — | — | — | — |
