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Portfolio
Oct 21, 2026- Stock98.10%
- Cash1.90%
- Stock
- 98.10%
- Cash
- 1.90%
Morningstar style box
Oct 21, 2026Current style: Large Growth
Large
Mid
Small
1%
37%
59%
0%
1%
2%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 21, 2026Top 10 Holdings Weight: 64.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 14.44% | Equity | Information Technology | Large Growth | — | — | — | |
| 8.35% | Equity | Information Technology | Large Blend | — | — | — | |
| 6.84% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.66% | Equity | Information Technology | Large Blend | — | — | — | |
| 6.15% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.59% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.70% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.40% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.82% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.40% | Equity | Information Technology | Large Growth | — | — | — |










