Portfolio
Jun 30, 2026- Stock97.58%
- Cash2.60%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
44%
28%
0%
11%
10%
2%
1%
4%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 68.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 14.45% | Equity | Consumer Staples | — | — | — | — | |
| 14.41% | Equity | Consumer Staples | — | — | — | — | |
| 13.71% | Equity | Consumer Staples | — | — | — | — | |
| 5.44% | Equity | Consumer Staples | — | — | — | — | |
| 5.28% | Equity | Consumer Staples | — | — | — | — | |
| 5.11% | Equity | Consumer Staples | — | — | — | — | |
| 3.17% | Equity | Consumer Staples | — | — | — | — | |
| 2.37% | Equity | Consumer Staples | — | — | — | — | |
| 2.22% | Equity | Consumer Staples | — | — | — | — | |
| 2.19% | Equity | Consumer Staples | — | — | — | — |
