Portfolio
Jun 30, 2026- Stock97.82%
- Cash2.32%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
42%
18%
0%
9%
17%
4%
2%
7%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 76.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.05% | Equity | Consumer Discretionary | — | — | — | — | |
| 14.14% | Equity | Industrials | — | — | — | — | |
| 13.93% | Equity | Consumer Discretionary | — | — | — | — | |
| 11.75% | Equity | Consumer Discretionary | — | — | — | — | |
| 4.31% | Equity | Materials | — | — | — | — | |
| 3.62% | Equity | Industrials | — | — | — | — | |
| 3.53% | Equity | Consumer Discretionary | — | — | — | — | |
| 3.51% | Equity | Industrials | — | — | — | — | |
| 3.07% | Equity | Consumer Discretionary | — | — | — | — | |
| 3.04% | Equity | Consumer Discretionary | — | — | — | — |
