Portfolio
Jun 30, 2026- Stock99.65%
- Cash0.52%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
2%
60%
13%
2%
14%
8%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 51.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.67% | Equity | Industrials | — | — | — | — | |
| 8.44% | Equity | Consumer Discretionary | — | — | — | — | |
| 6.30% | Equity | Industrials | — | — | — | — | |
| 4.96% | Equity | Industrials | — | — | — | — | |
| 4.92% | Equity | Industrials | — | — | — | — | |
| 3.71% | Equity | Materials | — | — | — | — | |
| 3.68% | Equity | Materials | — | — | — | — | |
| 3.67% | Equity | Industrials | — | — | — | — | |
| 3.18% | Equity | Materials | — | — | — | — | |
| 3.00% | Equity | Materials | — | — | — | — |
