Portfolio
Dec 31, 2025- Stock98.43%
- Cash1.69%
- Other0.00%
Morningstar style box
Dec 31, 2025Current style: Large Growth
Large
Mid
Small
9%
19%
23%
6%
9%
25%
8%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Dec 31, 2025Top 10 Holdings Weight: 72.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.38% | Equity | Health Care | Mid Growth | — | — | — | |
| 9.84% | Equity | Health Care | Large Growth | — | — | — | |
| 9.83% | Equity | Health Care | Large Value | — | — | — | |
| 8.93% | Equity | Health Care | Mid Blend | — | — | — | |
| 8.07% | Equity | Health Care | Mid Growth | — | — | — | |
| 7.49% | Equity | Health Care | Large Blend | — | — | — | |
| 5.43% | Equity | Health Care | Mid Blend | — | — | — | |
| 4.35% | Equity | Health Care | Mid Blend | — | — | — | |
| 4.13% | Equity | Health Care | Small Value | — | — | — | |
| 3.73% | Equity | Health Care | Small Blend | — | — | — |
