Portfolio
Jun 30, 2026- Stock95.64%
- Cash4.45%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
34%
52%
10%
1%
1%
2%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 67.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.71% | Equity | Information Technology | Large Blend | — | — | — | |
| 9.11% | Equity | Communication Services | Large Value | — | — | — | |
| 7.94% | Equity | Communication Services | Large Blend | — | — | — | |
| 7.13% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.66% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.50% | Equity | Information Technology | Large Value | — | — | — | |
| 6.31% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.91% | Equity | Information Technology | Mid Growth | — | — | — | |
| 4.74% | Equity | Communication Services | Large Value | — | — | — | |
| 4.53% | Equity | Consumer Discretionary | Large Value | — | — | — |
