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Portfolio
Oct 5, 2026- Stock99.90%
- Cash0.10%
- Stock
- 99.90%
- Cash
- 0.10%
Morningstar style box
Oct 5, 2026Current style: Mid Value
Large
Mid
Small
48%
0%
0%
23%
4%
3%
17%
5%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 5, 2026Top 10 Holdings Weight: 71.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 16.63% | Equity | Energy | Large Value | — | — | — | |
| 13.13% | Equity | Energy | Large Blend | — | — | — | |
| 13.02% | Equity | Energy | Large Blend | — | — | — | |
| 4.74% | Equity | Energy | Large Blend | — | — | — | |
| 4.49% | Equity | Energy | Large Value | — | — | — | |
| 4.49% | Equity | Energy | Large Value | — | — | — | |
| 4.29% | Equity | Energy | Large Blend | — | — | — | |
| 4.16% | Equity | Energy | Large Blend | — | — | — | |
| 3.05% | Equity | Energy | Mid Growth | — | — | — | |
| 3.02% | Equity | Energy | Large Blend | — | — | — |










