Portfolio
Jun 30, 2026- Stock98.57%
- Cash1.46%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
24%
55%
21%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 52.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.58% | Equity | Information Technology | — | — | — | — | |
| 9.59% | Equity | Industrials | — | — | — | — | |
| 6.84% | Equity | Consumer Staples | — | — | — | — | |
| 4.69% | Equity | Financials | — | — | — | — | |
| 4.07% | Equity | Financials | — | — | — | — | |
| 3.84% | Equity | Materials | — | — | — | — | |
| 3.55% | Equity | Information Technology | — | — | — | — | |
| 3.39% | Equity | Consumer Discretionary | — | — | — | — | |
| 3.32% | Equity | Information Technology | — | — | — | — | |
| 3.00% | Equity | Utilities | — | — | — | — |
