Portfolio
Sep 17, 2026- Stock98.02%
- Preferred1.34%
- Cash0.64%
Morningstar style box
Sep 18, 2026Current style: Large Growth
Large
Mid
Small
0%
18%
65%
1%
3%
10%
0%
0%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 42.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 6.62% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.31% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.20% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.68% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.61% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.85% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.05% | Equity | Communication Services | Large Blend | — | — | — | |
| 3.01% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.97% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.84% | Equity | Information Technology | Large Growth | — | — | — |
