Portfolio
Jun 30, 2026- Stock96.92%
- Cash5.14%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
29%
35%
31%
2%
3%
1%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 18.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.22% | Equity | Industrials | — | — | — | — | |
| 2.74% | Equity | Consumer Staples | — | — | — | — | |
| 2.61% | Equity | Information Technology | — | — | — | — | |
| 1.82% | Equity | Information Technology | — | — | — | — | |
| 1.59% | Equity | Information Technology | — | — | — | — | |
| 1.58% | Equity | Information Technology | — | — | — | — | |
| 1.42% | Equity | Information Technology | — | — | — | — | |
| 1.36% | Equity | Financials | — | — | — | — | |
| 1.20% | Equity | Utilities | — | — | — | — | |
| 1.17% | Equity | Information Technology | — | — | — | — |
