Portfolio
Sep 2, 2026- Stock100.00%
Morningstar style box
Sep 2, 2026Current style: Large Value
Large
Mid
Small
65%
0%
0%
35%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 2, 2026Top 10 Holdings Weight: 90.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.20% | Equity | Energy | Large Value | — | — | — | |
| 14.74% | Equity | Energy | Large Value | — | — | — | |
| 10.29% | Equity | Energy | Large Value | — | — | — | |
| 10.25% | Equity | Energy | Large Blend | — | — | — | |
| 8.18% | Equity | Energy | Large Blend | — | — | — | |
| 7.76% | Equity | Energy | Large Value | — | — | — | |
| 7.08% | Equity | Energy | Large Blend | — | — | — | |
| 5.96% | Equity | Energy | Large Blend | — | — | — | |
| 5.81% | Equity | Energy | Large Value | — | — | — | |
| 5.48% | Equity | Energy | Large Blend | — | — | — |
