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Portfolio
Oct 15, 2026- Stock99.00%
- Cash1.00%
- Stock
- 99.00%
- Cash
- 1.00%
Morningstar style box
Oct 15, 2026Current style: Large Blend
Large
Mid
Small
22%
51%
19%
2%
3%
3%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 15, 2026Top 10 Holdings Weight: 65.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 14.56% | Equity | Health Care | Large Blend | — | — | — | |
2 ![]() Novartis AG Registered Shares | 12.52% | — | — | — | — | — | — |
| 11.29% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 6.04% | Equity | Financials | Large Value | — | — | — | |
5 ![]() Zurich Insurance Group AG | 4.61% | — | — | — | — | — | — |
6 ![]() ABB Ltd | 4.22% | — | — | — | — | — | — |
7 ![]() Compagnie Financiere Richemont SA Class A | 4.21% | — | — | — | — | — | — |
8 ![]() Swiss Re AG | 2.88% | — | — | — | — | — | — |
| 2.85% | Equity | — | — | — | — | — | |
10 ![]() Givaudan SA | 2.54% | — | — | — | — | — | — |





