Portfolio
Jun 30, 2026- Stock99.66%
- Cash0.54%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
36%
2%
0%
53%
0%
0%
9%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 65.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.03% | Equity | Energy | — | — | — | — | |
| 9.56% | Equity | Energy | — | — | — | — | |
| 9.21% | Equity | Energy | — | — | — | — | |
| 6.74% | Equity | Energy | — | — | — | — | |
| 6.70% | Equity | Energy | — | — | — | — | |
| 5.18% | Equity | Energy | — | — | — | — | |
| 4.99% | Equity | Energy | — | — | — | — | |
| 4.59% | Equity | Materials | — | — | — | — | |
| 4.41% | Equity | Energy | — | — | — | — | |
| 4.17% | Equity | Energy | — | — | — | — |
