Portfolio
Jun 30, 2026- Stock96.90%
- Cash15.72%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
33%
23%
0%
20%
6%
3%
3%
8%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 67.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 11.86% | Equity | Energy | — | — | — | — | |
| 10.87% | Equity | Energy | — | — | — | — | |
| 9.56% | Equity | Energy | — | — | — | — | |
| 8.32% | Equity | Energy | — | — | — | — | |
| 7.79% | Equity | Energy | — | — | — | — | |
| 6.25% | Equity | Energy | — | — | — | — | |
| 4.62% | Equity | Energy | — | — | — | — | |
| 3.29% | Equity | Energy | — | — | — | — | |
| 2.55% | Equity | Energy | — | — | — | — | |
| 2.32% | Equity | Energy | — | — | — | — |
