Portfolio
Aug 16, 2026- Stock65.96%
- Cash34.04%
Morningstar style box
Aug 3, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 16, 2026Top 10 Holdings Weight: 148.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Goldman Finl Sq Trsry Inst 506 | 38.71% | — | — | — | — | — | — |
2 Palantir Technologies Inc-A Swap | 26.40% | — | — | — | — | — | — |
| 22.27% | Equity | Information Technology | Large Growth | — | — | — | |
4 Dreyfus Govt Cash Man Ins | 20.30% | — | — | — | — | — | — |
5 Goldman Sachs Fin Gov 465 Institut | 12.34% | — | — | — | — | — | — |
6 Dreyfus Trsry Securities Cash Mgmt | 10.09% | — | — | — | — | — | — |
7 Palantir Technologies Inc-A Swap | 9.31% | — | — | — | — | — | — |
8 Palantir Technologies Inc-A Swap | 6.19% | — | — | — | — | — | — |
9 Palantir Technologies Inc-A Swap | 2.23% | — | — | — | — | — | — |
10 Palantir Technologies Inc-A Swap | 0.50% | — | — | — | — | — | — |
