Portfolio
Sep 15, 2026- Stock99.50%
- Cash0.50%
Morningstar style box
Sep 15, 2026Current style: Large Value
Large
Mid
Small
78%
1%
1%
13%
7%
1%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 15, 2026Top 10 Holdings Weight: 59.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 17.78% | Equity | Energy | Large Value | — | — | — | |
| 10.33% | Equity | Energy | Large Value | — | — | — | |
3  Shell PLC | 7.27% | — | — | — | — | — | — |
| 4.93% | Equity | Energy | Large Value | — | — | — | |
| 4.36% | Equity | Energy | Large Value | — | — | — | |
6 BP PLC | 3.12% | — | — | — | — | — | — |
| 3.04% | Equity | Energy | Large Blend | — | — | — | |
| 2.99% | Equity | Energy | Large Blend | — | — | — | |
| 2.72% | Equity | Energy | Large Blend | — | — | — | |
| 2.69% | Equity | Energy | Large Blend | — | — | — |
