Portfolio
Dec 31, 2025- Stock98.90%
- Cash1.74%
- Other0.00%
Morningstar style box
Dec 31, 2025Current style: Large Blend
Large
Mid
Small
5%
36%
21%
3%
20%
16%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Dec 31, 2025Top 10 Holdings Weight: 59.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.95% | Equity | Industrials | — | — | — | — | |
| 7.85% | Equity | Industrials | — | — | — | — | |
| 7.62% | Equity | Industrials | — | — | — | — | |
| 6.77% | Equity | Industrials | — | — | — | — | |
| 6.43% | Equity | Information Technology | — | — | — | — | |
| 5.00% | Equity | Industrials | — | — | — | — | |
| 4.85% | Equity | Materials | — | — | — | — | |
| 4.66% | Equity | Industrials | — | — | — | — | |
| 4.52% | Equity | Information Technology | — | — | — | — | |
| 3.36% | Equity | Information Technology | — | — | — | — |
