Portfolio
Sep 14, 2026- Stock81.66%
- Convertible16.83%
- Cash1.50%
Morningstar style box
Sep 14, 2026Current style: Large Growth
Large
Mid
Small
11%
45%
34%
3%
4%
3%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 14, 2026Top 10 Holdings Weight: 42.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.03% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.70% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.30% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.95% | Equity | Communication Services | Large Growth | — | — | — | |
| 4.46% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.92% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.28% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.81% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.06% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 1.97% | Equity | Information Technology | Large Growth | — | — | — |
