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Portfolio
Sep 30, 2026- Stock99.35%
- Cash0.49%
- Other0.16%
- Stock
- 99.35%
- Cash
- 0.49%
- Other
- 0.16%
Morningstar style box
Sep 30, 2026Current style: Large Value
Large
Mid
Small
56%
0%
0%
19%
12%
1%
7%
4%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 30, 2026Top 10 Holdings Weight: 67.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 22.88% | Equity | Energy | Large Blend | — | — | — | |
| 14.42% | Equity | Energy | Large Blend | — | — | — | |
| 5.87% | Equity | Energy | Large Value | — | — | — | |
| 4.46% | Equity | Energy | Large Blend | — | — | — | |
| 4.45% | Equity | Energy | Large Growth | — | — | — | |
| 3.94% | Equity | Energy | Large Growth | — | — | — | |
| 3.16% | Equity | Energy | Large Blend | — | — | — | |
| 2.85% | Equity | Energy | Large Value | — | — | — | |
| 2.83% | Equity | Energy | Large Value | — | — | — | |
| 2.22% | Equity | Energy | Large Value | — | — | — |










