----
Portfolio
Oct 29, 2026- Stock97.07%
- Cash2.93%
- Stock
- 97.07%
- Cash
- 2.93%
Morningstar style box
Oct 29, 2026Current style: Large Value
Large
Mid
Small
100%
0%
0%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 29, 2026Top 2 Holdings Weight: 100.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 97.07% | Equity | Energy | Large Blend | — | — | — | |
2 ![]() BNY Dreyfus Treasury Secs Csh Mgmt Inst | 3.45% | — | — | — | — | — | — |


