Portfolio
Jun 30, 2026- Stock99.21%
- Cash1.19%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
6%
27%
14%
2%
30%
17%
0%
3%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 56.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 12.79% | Equity | Information Technology | — | — | — | — | |
| 7.46% | Equity | Information Technology | — | — | — | — | |
| 6.83% | Equity | Information Technology | — | — | — | — | |
| 6.47% | Equity | Information Technology | — | — | — | — | |
| 6.14% | Equity | Information Technology | — | — | — | — | |
| 3.50% | Equity | Information Technology | — | — | — | — | |
| 3.39% | Equity | Information Technology | — | — | — | — | |
| 3.35% | Equity | Communication Services | — | — | — | — | |
| 3.08% | Equity | Information Technology | — | — | — | — | |
| 3.05% | Equity | Information Technology | — | — | — | — |
