Portfolio
Dec 31, 2025- Stock99.37%
- Cash1.19%
- Other0.00%
Morningstar style box
Dec 31, 2025Current style: Large Growth
Large
Mid
Small
11%
16%
34%
0%
10%
26%
0%
1%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Dec 31, 2025Top 10 Holdings Weight: 45.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.37% | Equity | Consumer Discretionary | — | — | — | — | |
| 4.98% | Equity | Information Technology | — | — | — | — | |
| 4.87% | Equity | Information Technology | — | — | — | — | |
| 4.85% | Equity | Consumer Discretionary | — | — | — | — | |
| 4.81% | Equity | Consumer Discretionary | — | — | — | — | |
| 4.61% | Equity | Consumer Discretionary | — | — | — | — | |
| 4.56% | Equity | Information Technology | — | — | — | — | |
| 4.52% | Equity | Information Technology | — | — | — | — | |
| 3.54% | Equity | Consumer Discretionary | — | — | — | — | |
| 3.53% | Equity | Information Technology | — | — | — | — |
