Portfolio
Dec 31, 2025- Stock100.04%
- Cash0.00%
Morningstar style box
Dec 31, 2025Current style: Large Blend
Large
Mid
Small
12%
65%
22%
0%
1%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Dec 31, 2025Top 10 Holdings Weight: 70.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.73% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.39% | Equity | Information Technology | Large Blend | — | — | — | |
| 7.91% | Equity | Communication Services | Large Blend | — | — | — | |
| 7.87% | Equity | Information Technology | Large Value | — | — | — | |
| 7.80% | Equity | Communication Services | Large Value | — | — | — | |
| 7.77% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.42% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 5.11% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 5.05% | Equity | Communication Services | Large Value | — | — | — | |
| 4.25% | Equity | Communication Services | Large Value | — | — | — |
