Portfolio
Dec 31, 2025- Stock99.75%
- Cash0.72%
- Other0.00%
Morningstar style box
Dec 31, 2025Current style: Large Growth
Large
Mid
Small
0%
16%
38%
1%
16%
23%
0%
4%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Dec 31, 2025Top 10 Holdings Weight: 52.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.75% | Equity | Information Technology | — | — | — | — | |
| 9.73% | Equity | Industrials | — | — | — | — | |
| 7.93% | Equity | Consumer Discretionary | — | — | — | — | |
| 4.41% | Equity | Information Technology | — | — | — | — | |
| 4.01% | Equity | Industrials | — | — | — | — | |
| 3.81% | Equity | Consumer Discretionary | — | — | — | — | |
| 3.73% | Equity | Consumer Discretionary | — | — | — | — | |
| 3.69% | Equity | Information Technology | — | — | — | — | |
| 2.92% | Equity | Industrials | — | — | — | — | |
| 2.69% | Equity | Industrials | — | — | — | — |
