Portfolio
Aug 22, 2026- Stock100.00%
- Cash0.00%
Morningstar style box
Aug 22, 2026Current style: Mid Value
Large
Mid
Small
25%
10%
0%
30%
16%
1%
10%
6%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 22, 2026Top 10 Holdings Weight: 59.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.79% | Equity | Health Care | Large Value | — | — | — | |
| 8.45% | Equity | Industrials | Large Blend | — | — | — | |
| 8.03% | Equity | Materials | Large Value | — | — | — | |
| 6.87% | Equity | Materials | Large Value | — | — | — | |
| 5.24% | Equity | Health Care | Large Blend | — | — | — | |
| 4.96% | Equity | Consumer Staples | Large Value | — | — | — | |
| 4.87% | Equity | Materials | Large Blend | — | — | — | |
8  Kubota Corp | 4.47% | — | — | — | — | — | — |
| 4.14% | Equity | Consumer Staples | Large Value | — | — | — | |
| 3.32% | Equity | Consumer Staples | Large Blend | — | — | — |
