Portfolio
Dec 31, 2025- Stock95.78%
- Cash3.64%
- Other0.59%
Morningstar style box
Dec 31, 2025Current style: Large Blend
Large
Mid
Small
12%
67%
15%
0%
2%
4%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Dec 31, 2025Top 10 Holdings Weight: 82.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 14.21% | Equity | Communication Services | Large Blend | — | — | — | |
| 13.31% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 10.44% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 9.39% | Equity | Information Technology | Mid Value | — | — | — | |
| 9.34% | Equity | Communication Services | Mid Value | — | — | — | |
| 7.19% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 7.08% | Equity | Communication Services | Mid Value | — | — | — | |
| 5.96% | Equity | Communication Services | Mid Value | — | — | — | |
| 3.30% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.65% | Equity | Information Technology | Large Blend | — | — | — |
