----
Portfolio
Oct 8, 2026- Stock91.50%
- Other8.50%
- Stock
- 91.50%
- Other
- 8.50%
Morningstar style box
Oct 8, 2026Current style: Mid Growth
Large
Mid
Small
8%
4%
28%
2%
4%
10%
16%
12%
15%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 8, 2026Top 10 Holdings Weight: 35.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.41% | Equity | Financials | Large Growth | — | — | — | |
| 4.12% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.91% | Equity | Financials | Mid Growth | — | — | — | |
| 3.51% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.45% | Equity | Information Technology | Mid Growth | — | — | — | |
| 3.42% | Equity | Financials | Large Growth | — | — | — | |
| 3.34% | Equity | Financials | Large Growth | — | — | — | |
| 3.28% | Equity | Information Technology | Small Growth | — | — | — | |
| 3.23% | Equity | Information Technology | Small Blend | — | — | — | |
| 3.23% | Equity | Information Technology | Small Blend | — | — | — |










