Portfolio
Jun 30, 2026- Stock99.21%
- Cash1.31%
- Convertible0.01%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Growth
Large
Mid
Small
11%
33%
33%
6%
10%
5%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 26.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.78% | Equity | Information Technology | — | — | — | — | |
| 5.30% | Equity | Industrials | — | — | — | — | |
| 3.94% | Equity | Information Technology | — | — | — | — | |
| 1.91% | Equity | Consumer Discretionary | — | — | — | — | |
| 1.83% | Equity | Information Technology | — | — | — | — | |
| 1.73% | Equity | Information Technology | — | — | — | — | |
| 1.71% | Equity | Information Technology | — | — | — | — | |
| 1.46% | Equity | Information Technology | — | — | — | — | |
| 1.35% | Equity | Financials | — | — | — | — | |
| 1.23% | Equity | Industrials | — | — | — | — |
