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Portfolio
Oct 6, 2026- Stock97.82%
- Other2.01%
- Cash0.17%
- Stock
- 97.82%
- Other
- 2.01%
- Cash
- 0.17%
Morningstar style box
Oct 6, 2026Current style: Mid Blend
Large
Mid
Small
8%
6%
6%
17%
28%
8%
9%
14%
4%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 6, 2026Top 10 Holdings Weight: 48.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Equinix Inc | 5.30% | — | — | — | — | — | — |
2 ![]() Digital Realty Trust Inc | 5.16% | — | — | — | — | — | — |
3 ![]() Iron Mountain Inc | 4.99% | — | — | — | — | — | — |
4 ![]() Prologis Inc | 4.97% | — | — | — | — | — | — |
5 ![]() American Tower Corp | 4.94% | — | — | — | — | — | — |
| 4.84% | Equity | Communication Services | Mid Growth | — | — | — | |
7 ![]() Goodman Group | 4.84% | — | — | — | — | — | — |
8 ![]() SBA Communications Corp Class A | 4.68% | — | — | — | — | — | — |
9 ![]() Cellnex Telecom SA | 4.50% | — | — | — | — | — | — |
10 ![]() Crown Castle Inc | 4.25% | — | — | — | — | — | — |


