Portfolio
Jun 30, 2026- Stock99.46%
- Cash0.50%
- Other0.03%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
47%
13%
3%
22%
7%
0%
3%
3%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 48.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.54% | Equity | Industrials | — | — | — | — | |
| 7.71% | Equity | Industrials | — | — | — | — | |
| 6.95% | Equity | Industrials | — | — | — | — | |
| 5.25% | Equity | Energy | — | — | — | — | |
| 5.09% | Equity | Industrials | — | — | — | — | |
| 3.21% | Equity | Industrials | — | — | — | — | |
| 3.00% | Equity | Industrials | — | — | — | — | |
| 2.77% | Equity | Energy | — | — | — | — | |
| 2.66% | Equity | Industrials | — | — | — | — | |
| 2.61% | Equity | Industrials | — | — | — | — |
