Portfolio
Sep 15, 2026- Stock99.60%
- Cash0.40%
Morningstar style box
Sep 15, 2026Current style: Large Value
Large
Mid
Small
60%
0%
0%
23%
15%
1%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 15, 2026Top 10 Holdings Weight: 79.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 23.63% | Equity | Energy | Large Value | — | — | — | |
| 15.38% | Equity | Energy | Large Value | — | — | — | |
| 7.33% | Equity | Energy | Large Blend | — | — | — | |
| 6.78% | Equity | Energy | Large Value | — | — | — | |
| 5.26% | Equity | Energy | Large Blend | — | — | — | |
| 4.39% | Equity | Energy | Large Value | — | — | — | |
| 4.37% | Equity | Energy | Large Blend | — | — | — | |
| 4.28% | Equity | Energy | Large Blend | — | — | — | |
| 4.05% | Equity | Energy | Large Value | — | — | — | |
| 3.80% | Equity | Energy | Large Value | — | — | — |
