Portfolio
Dec 31, 2025- Stock98.70%
- Cash1.38%
- 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: 47.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.11% | Equity | Consumer Staples | — | — | — | — | |
| 7.69% | Equity | Financials | — | — | — | — | |
| 5.99% | Equity | Materials | — | — | — | — | |
| 5.50% | Equity | Financials | — | — | — | — | |
| 3.76% | Equity | Financials | — | — | — | — | |
| 3.51% | Equity | Utilities | — | — | — | — | |
| 3.05% | Equity | Information Technology | — | — | — | — | |
| 2.95% | Equity | Financials | — | — | — | — | |
| 2.80% | Equity | Health Care | — | — | — | — | |
| 2.71% | Equity | Financials | — | — | — | — |
