Portfolio
Dec 31, 2025- Stock99.50%
- Cash0.68%
- Other0.00%
Morningstar style box
Dec 31, 2025Current style: Large Growth
Large
Mid
Small
2%
67%
26%
0%
1%
4%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Dec 31, 2025Top 10 Holdings Weight: 79.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.38% | Equity | Communication Services | Large Blend | — | — | — | |
| 14.46% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 13.43% | Equity | Information Technology | Large Value | — | — | — | |
| 10.31% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.56% | Equity | Information Technology | Large Blend | — | — | — | |
| 6.33% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.94% | Equity | Communication Services | Large Value | — | — | — | |
| 3.59% | Equity | Health Care | Large Growth | — | — | — | |
| 2.67% | Equity | Health Care | Mid Growth | — | — | — | |
| 2.46% | Equity | Health Care | Large Blend | — | — | — |
