Portfolio
Aug 20, 2026- Stock99.58%
- Cash0.42%
Morningstar style box
Aug 20, 2026Current style: Mid Value
Large
Mid
Small
13%
31%
0%
19%
18%
0%
11%
5%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 66.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 27.80% | Equity | Industrials | Large Blend | — | — | — | |
| 9.83% | Equity | Materials | Large Value | — | — | — | |
| 7.25% | Equity | Consumer Staples | Large Value | — | — | — | |
| 6.49% | Equity | Materials | Large Value | — | — | — | |
| 3.56% | Equity | Materials | Large Blend | — | — | — | |
6  Kubota Corp | 2.97% | — | — | — | — | — | — |
| 2.70% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 1.98% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 1.75% | Equity | Industrials | Large Value | — | — | — | |
| 1.75% | Equity | Industrials | Mid Blend | — | — | — |
