Portfolio
Jun 30, 2026- Stock99.83%
- Cash0.46%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Growth
Large
Mid
Small
3%
27%
30%
3%
16%
16%
0%
3%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 59.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.56% | Equity | Industrials | — | — | — | — | |
| 8.99% | Equity | Industrials | — | — | — | — | |
| 8.38% | Equity | Industrials | — | — | — | — | |
| 6.70% | Equity | Information Technology | — | — | — | — | |
| 6.35% | Equity | Information Technology | — | — | — | — | |
| 4.93% | Equity | Industrials | — | — | — | — | |
| 4.58% | Equity | Industrials | — | — | — | — | |
| 4.19% | Equity | Consumer Discretionary | — | — | — | — | |
| 2.76% | Equity | Information Technology | — | — | — | — | |
| 2.41% | Equity | Consumer Discretionary | — | — | — | — |
