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Portfolio
Jun 30, 2026- Stock75.81%
- Other17.72%
- Preferred6.87%
- Cash0.00%
- Stock
- 75.81%
- Other
- 17.72%
- Preferred
- 6.87%
- Cash
- 0.00%
Morningstar style box
Jun 30, 2026Current style: Large Growth
Large
Mid
Small
8%
25%
58%
0%
1%
8%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 45.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.08% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.95% | Equity | Information Technology | Large Growth | — | — | — | |
3 ![]() SK hynix Inc | 5.18% | — | — | — | — | — | — |
| 5.05% | Equity | Information Technology | Large Growth | — | — | — | |
5 ![]() Anthropic | 4.90% | — | — | — | — | — | — |
| 4.41% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.42% | Equity | Information Technology | Large Growth | — | — | — | |
8 ![]() ANDURIL SERIES F PREF EQ Prvt | 3.38% | — | — | — | — | — | — |
| 3.21% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.11% | Equity | Communication Services | Large Blend | — | — | — |








