Portfolio
Sep 18, 2026- Stock93.80%
- Other3.40%
- Cash2.66%
- Preferred0.14%
Morningstar style box
Sep 18, 2026Current style: Large Growth
Large
Mid
Small
6%
28%
44%
0%
1%
14%
2%
0%
5%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 18, 2026Top 10 Holdings Weight: 54.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 13.32% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.94% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.53% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.41% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.71% | Equity | Communication Services | Large Growth | — | — | — | |
| 4.25% | Equity | Communication Services | Large Growth | — | — | — | |
| 4.11% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.55% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.27% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.12% | Equity | Information Technology | Large Growth | — | — | — |
