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Portfolio
Oct 22, 2026- Stock98.75%
- Cash1.25%
- Stock
- 98.75%
- Cash
- 1.25%
Morningstar style box
Oct 22, 2026Current style: Large Value
Large
Mid
Small
61%
0%
0%
22%
15%
1%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 22, 2026Top 10 Holdings Weight: 78.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 24.33% | Equity | Energy | Large Value | — | — | — | |
| 15.65% | Equity | Energy | Large Value | — | — | — | |
| 6.69% | Equity | Energy | Large Value | — | — | — | |
| 6.05% | Equity | Energy | Large Growth | — | — | — | |
| 5.08% | Equity | Energy | Large Blend | — | — | — | |
| 4.43% | Equity | Energy | Large Blend | — | — | — | |
| 4.22% | Equity | Energy | Large Blend | — | — | — | |
| 4.07% | Equity | Energy | Large Value | — | — | — | |
| 3.93% | Equity | Energy | Large Value | — | — | — | |
| 3.69% | Equity | Energy | Large Blend | — | — | — |










