Portfolio
Jun 30, 2026- Stock97.13%
- Cash2.90%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
38%
34%
28%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 45.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.46% | Equity | Consumer Staples | — | — | — | — | |
| 5.30% | Equity | Information Technology | — | — | — | — | |
| 5.12% | Equity | Financials | — | — | — | — | |
| 5.05% | Equity | Information Technology | — | — | — | — | |
| 4.40% | Equity | Financials | — | — | — | — | |
| 4.17% | Equity | Materials | — | — | — | — | |
| 3.57% | Equity | Information Technology | — | — | — | — | |
| 3.49% | Equity | Information Technology | — | — | — | — | |
| 3.47% | Equity | Information Technology | — | — | — | — | |
| 3.26% | Equity | Utilities | — | — | — | — |
