Portfolio
Sep 17, 2026- Stock99.23%
- Cash0.77%
Morningstar style box
Sep 21, 2026Current style: Large Value
Large
Mid
Small
60%
0%
0%
24%
14%
1%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 76.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 22.87% | Equity | Energy | Large Value | — | — | — | |
| 17.62% | Equity | Energy | Large Value | — | — | — | |
| 6.71% | Equity | Energy | Large Value | — | — | — | |
| 4.69% | Equity | Energy | Large Blend | — | — | — | |
| 4.68% | Equity | Energy | Large Blend | — | — | — | |
| 4.66% | Equity | Energy | Large Blend | — | — | — | |
| 4.43% | Equity | Energy | Large Blend | — | — | — | |
| 4.01% | Equity | Energy | Large Value | — | — | — | |
| 3.87% | Equity | Energy | Large Value | — | — | — | |
| 3.24% | Equity | Energy | Large Value | — | — | — |
