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Portfolio
Oct 7, 2026- Stock99.51%
- Cash0.49%
- Stock
- 99.51%
- Cash
- 0.49%
Morningstar style box
Oct 7, 2026Current style: Mid Value
Large
Mid
Small
13%
36%
0%
23%
10%
0%
9%
6%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 7, 2026Top 10 Holdings Weight: 66.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 29.62% | Equity | Industrials | Large Blend | — | — | — | |
| 9.06% | Equity | Consumer Staples | Large Value | — | — | — | |
| 7.28% | Equity | Consumer Staples | Large Value | — | — | — | |
| 6.24% | Equity | Materials | Large Value | — | — | — | |
| 3.26% | Equity | Materials | Large Blend | — | — | — | |
6 ![]() Kubota Corp | 2.96% | — | — | — | — | — | — |
| 2.47% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 2.01% | Equity | Industrials | Large Value | — | — | — | |
| 1.79% | Equity | Materials | Large Value | — | — | — | |
| 1.77% | Equity | Consumer Staples | Large Blend | — | — | — |










