Portfolio
Aug 15, 2026- Stock100.00%
- Cash0.00%
Morningstar style box
Aug 15, 2026Current style: Mid Value
Large
Mid
Small
25%
10%
0%
29%
16%
1%
9%
6%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 15, 2026Top 10 Holdings Weight: 59.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.02% | Equity | Health Care | Large Value | — | — | — | |
| 8.28% | Equity | Industrials | Large Blend | — | — | — | |
| 7.84% | Equity | Materials | Large Value | — | — | — | |
| 6.49% | Equity | Materials | Large Value | — | — | — | |
| 5.18% | Equity | Health Care | Large Blend | — | — | — | |
| 5.18% | Equity | Consumer Staples | Large Value | — | — | — | |
7  Kubota Corp | 4.73% | — | — | — | — | — | — |
| 4.64% | Equity | Materials | Large Blend | — | — | — | |
| 4.30% | Equity | Consumer Staples | Large Value | — | — | — | |
| 3.48% | Equity | Consumer Staples | Large Blend | — | — | — |
