Portfolio
Aug 20, 2026- Stock99.91%
- Other25.34%
- Cash0.00%
Morningstar style box
Aug 20, 2026Current style: Large Value
Large
Mid
Small
36%
52%
12%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 9 Holdings Weight: 100.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 22.40% | Equity | Information Technology | Large Blend | — | — | — | |
| 20.47% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 19.44% | Equity | Communication Services | Large Growth | — | — | — | |
| 16.80% | Equity | Communication Services | Large Growth | — | — | — | |
| 12.11% | Equity | Communication Services | Large Blend | — | — | — | |
| 3.66% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 2.71% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.31% | Equity | Communication Services | Large Blend | — | — | — | |
9  First American Government Obligs X | 0.08% | — | — | — | — | — | — |
