----
Portfolio
Oct 23, 2026- Stock99.47%
- Cash0.53%
- Stock
- 99.47%
- Cash
- 0.53%
Morningstar style box
Oct 23, 2026Current style: Large Value
Large
Mid
Small
37%
51%
7%
2%
2%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 23, 2026Top 10 Holdings Weight: 41.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 13.24% | Equity | Communication Services | Large Value | — | — | — | |
| 9.18% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.59% | Equity | Financials | Large Value | — | — | — | |
| 2.63% | Equity | Financials | Large Value | — | — | — | |
| 2.56% | Equity | Information Technology | Large Value | — | — | — | |
| 2.22% | Equity | Financials | Large Value | — | — | — | |
| 2.01% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 1.80% | Equity | Communication Services | Large Value | — | — | — | |
| 1.78% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 1.69% | Equity | Financials | Large Value | — | — | — |










