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Portfolio
Oct 8, 2026- Stock100.00%
- Cash0.00%
- Stock
- 100.00%
- Cash
- 0.00%
Morningstar style box
Oct 8, 2026Current style: Mid Value
Large
Mid
Small
23%
13%
0%
39%
7%
2%
5%
8%
4%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 8, 2026Top 10 Holdings Weight: 56.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.38% | Equity | Industrials | Large Blend | — | — | — | |
| 7.38% | Equity | Health Care | Large Value | — | — | — | |
| 6.56% | Equity | Consumer Staples | Large Value | — | — | — | |
| 6.09% | Equity | Consumer Staples | Large Value | — | — | — | |
| 6.09% | Equity | Materials | Large Value | — | — | — | |
| 5.80% | Equity | Health Care | Large Blend | — | — | — | |
7 ![]() Kubota Corp | 5.08% | — | — | — | — | — | — |
| 4.03% | Equity | Materials | Large Blend | — | — | — | |
| 3.72% | Equity | Consumer Staples | Large Value | — | — | — | |
| 3.25% | Equity | Consumer Staples | Large Blend | — | — | — |










