402.4001.27% ( +5.040 )
Closed: Oct 26, 15:59:57 (EDT)Portfolio
Oct 24, 2026- Stock99.81%
- Cash0.19%
- Stock
- 99.81%
- Cash
- 0.19%
Morningstar style box
Oct 24, 2026Current style: Mid Value
Large
Mid
Small
0%
0%
0%
32%
18%
4%
18%
16%
12%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 24, 2026Top 10 Holdings Weight: 72.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 20.06% | Equity | Energy | Large Value | — | — | — | |
| 11.28% | Equity | Energy | Large Value | — | — | — | |
| 6.55% | Equity | Energy | Large Value | — | — | — | |
| 6.46% | Equity | Energy | Large Blend | — | — | — | |
| 5.47% | Equity | Energy | Large Value | — | — | — | |
| 5.47% | Equity | Energy | Mid Value | — | — | — | |
| 4.55% | Equity | Energy | Mid Value | — | — | — | |
| 4.35% | Equity | Energy | Mid Value | — | — | — | |
| 4.24% | Equity | Energy | Mid Blend | — | — | — | |
10 ![]() NOVUSNOV | 4.11% | Equity | Energy | Mid Value | — | — | — |










