Portfolio
Aug 14, 2026- Stock99.94%
- Cash0.09%
- Other0.00%
Morningstar style box
Aug 14, 2026Current style: Large Value
Large
Mid
Small
37%
51%
12%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 14, 2026Top 9 Holdings Weight: 100.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 22.40% | Equity | Information Technology | Large Blend | — | — | — | |
| 20.07% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 19.17% | Equity | Communication Services | Large Growth | — | — | — | |
| 17.63% | Equity | Communication Services | Large Growth | — | — | — | |
| 12.29% | Equity | Communication Services | Large Blend | — | — | — | |
| 3.37% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 2.79% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.21% | Equity | Communication Services | Large Blend | — | — | — | |
9  First American Government Obligs X | 0.09% | — | — | — | — | — | — |
