Portfolio
Dec 31, 2025- Stock98.80%
- Cash1.69%
- Other0.00%
Morningstar style box
Dec 31, 2025Current style: Large Blend
Large
Mid
Small
38%
33%
29%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Dec 31, 2025Top 10 Holdings Weight: 47.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.01% | Equity | Consumer Staples | — | — | — | — | |
| 7.76% | Equity | Financials | — | — | — | — | |
| 6.04% | Equity | Materials | — | — | — | — | |
| 5.54% | Equity | Financials | — | — | — | — | |
| 3.79% | Equity | Financials | — | — | — | — | |
| 3.53% | Equity | Utilities | — | — | — | — | |
| 3.15% | Equity | Information Technology | — | — | — | — | |
| 2.98% | Equity | Financials | — | — | — | — | |
| 2.82% | Equity | Health Care | — | — | — | — | |
| 2.73% | Equity | Financials | — | — | — | — |
