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Portfolio
Nov 9, 2026- Stock85.42%
- Convertible13.68%
- Cash0.90%
- Stock
- 85.42%
- Convertible
- 13.68%
- Cash
- 0.90%
Morningstar style box
Nov 9, 2026Current style: Large Blend
Large
Mid
Small
28%
31%
11%
5%
18%
6%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 9, 2026Top 10 Holdings Weight: 19.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 2.02% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.01% | Equity | Financials | Large Blend | — | — | — | |
| 1.97% | Equity | Information Technology | Large Blend | — | — | — | |
| 1.92% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 1.91% | Equity | Industrials | Large Blend | — | — | — | |
| 1.89% | Equity | Financials | Large Blend | — | — | — | |
| 1.86% | Equity | Utilities | Large Blend | — | — | — | |
| 1.83% | Equity | Health Care | Large Blend | — | — | — | |
| 1.79% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 1.76% | Equity | Information Technology | Large Growth | — | — | — |










