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Portfolio
Oct 23, 2026- Stock99.93%
- Cash0.07%
- Stock
- 99.93%
- Cash
- 0.07%
Morningstar style box
Oct 23, 2026Current style: Large Value
Large
Mid
Small
71%
8%
1%
11%
9%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 23, 2026Top 10 Holdings Weight: 59.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.34% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.49% | Equity | Energy | Large Value | — | — | — | |
| 6.73% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 6.07% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.82% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 5.50% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 5.23% | Equity | Health Care | Large Blend | — | — | — | |
| 5.04% | Equity | Health Care | Large Value | — | — | — | |
| 5.03% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 4.51% | Equity | Health Care | Large Blend | — | — | — |










