Portfolio
Dec 31, 2025- Stock99.15%
- Cash0.90%
- Convertible0.11%
- Other0.00%
Morningstar style box
Dec 31, 2025Current style: Large Growth
Large
Mid
Small
10%
25%
21%
4%
25%
15%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Dec 31, 2025Top 10 Holdings Weight: 56.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.76% | Equity | Industrials | — | — | — | — | |
| 9.51% | Equity | Industrials | — | — | — | — | |
| 9.49% | Equity | Industrials | — | — | — | — | |
| 6.02% | Equity | Industrials | — | — | — | — | |
| 5.56% | Equity | Information Technology | — | — | — | — | |
| 4.06% | Equity | Industrials | — | — | — | — | |
| 3.05% | Equity | Industrials | — | — | — | — | |
| 2.99% | Equity | Industrials | — | — | — | — | |
| 2.78% | Equity | Industrials | — | — | — | — | |
| 2.76% | Equity | Industrials | — | — | — | — |
