Portfolio
Jun 30, 2026- Stock99.02%
- Cash1.42%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
24%
28%
11%
10%
19%
9%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 50.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.09% | Equity | Industrials | — | — | — | — | |
| 8.75% | Equity | Industrials | — | — | — | — | |
| 6.45% | Equity | Information Technology | — | — | — | — | |
| 5.89% | Equity | Industrials | — | — | — | — | |
| 4.28% | Equity | Utilities | — | — | — | — | |
| 3.83% | Equity | Information Technology | — | — | — | — | |
| 3.21% | Equity | Information Technology | — | — | — | — | |
| 3.16% | Equity | Information Technology | — | — | — | — | |
| 2.65% | Equity | Information Technology | — | — | — | — | |
| 2.50% | Equity | Information Technology | — | — | — | — |
