Portfolio
Jun 30, 2026- Stock99.50%
- Cash1.52%
- Convertible0.02%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Growth
Large
Mid
Small
4%
13%
74%
2%
4%
3%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 71.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.60% | Equity | Information Technology | — | — | — | — | |
| 14.61% | Equity | Information Technology | — | — | — | — | |
| 9.12% | Equity | Information Technology | — | — | — | — | |
| 6.89% | Equity | Information Technology | — | — | — | — | |
| 6.33% | Equity | Information Technology | — | — | — | — | |
| 5.30% | Equity | Industrials | — | — | — | — | |
| 3.98% | Equity | Information Technology | — | — | — | — | |
| 3.73% | Equity | Information Technology | — | — | — | — | |
| 3.69% | Equity | Information Technology | — | — | — | — | |
| 2.52% | Equity | Information Technology | — | — | — | — |
