Portfolio
Jun 30, 2026- Stock99.02%
- Cash1.16%
- Convertible0.01%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Growth
Large
Mid
Small
11%
33%
33%
6%
10%
6%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 25.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.67% | Equity | Information Technology | — | — | — | — | |
| 5.26% | Equity | Industrials | — | — | — | — | |
| 3.89% | Equity | Information Technology | — | — | — | — | |
| 1.87% | Equity | Consumer Discretionary | — | — | — | — | |
| 1.85% | Equity | Information Technology | — | — | — | — | |
| 1.70% | Equity | Information Technology | — | — | — | — | |
| 1.69% | Equity | Information Technology | — | — | — | — | |
| 1.45% | Equity | Information Technology | — | — | — | — | |
| 1.34% | Equity | Financials | — | — | — | — | |
| 1.21% | Equity | Industrials | — | — | — | — |
