Mutual Funds - Stock Holdings
| Stock | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 |
|---|---|---|---|---|---|---|---|
Increased Allocation | 14,912 | 18,067 | 38,643 | 39,012 | 39,243 | 40,257 | 41,399 |
Increased Allocation | 22,013 | 26,672 | 28,523 | 31,033 | 31,216 | 32,023 | 32,810 |
Increased Allocation | 16,205 | 19,635 | 20,997 | 21,198 | 21,324 | 21,874 | 22,406 |
Increased Allocation | 14,026 | 16,995 | 18,173 | 18,370 | 18,479 | 18,956 | 19,434 |
Increased Allocation | 13,308 | 16,124 | 17,243 | 17,409 | 17,512 | 17,964 | 18,401 |
Increased Allocation | 12,970 | 15,714 | 16,805 | 16,989 | 17,089 | 17,531 | 17,963 |
Increased Allocation | 7,548 | 9,244 | 10,585 | 10,687 | 10,750 | 11,028 | 11,296 |
Increased Allocation | 7,027 | 8,513 | 9,104 | 9,192 | 9,247 | 9,485 | 9,716 |
Increased Allocation | 5,565 | 6,741 | 7,210 | 7,282 | 7,326 | 7,515 | 7,698 |
Increased Allocation | 3,304 | 6,068 | 6,422 | 6,484 | 6,522 | 6,691 | 6,853 |
Increased Allocation | 2,183 | 4,426 | 5,067 | 5,397 | 5,429 | 5,569 | 5,716 |
Increased Allocation | 3,840 | 4,651 | 4,975 | 5,023 | 5,053 | 5,183 | 5,309 |
Increased Allocation | 3,662 | 4,434 | 4,744 | 4,790 | 4,818 | 4,943 | 5,063 |
Increased Allocation | 3,598 | 4,359 | 4,662 | 4,707 | 4,735 | 4,857 | 4,976 |
Increased Allocation | 1,381 | 1,655 | 1,789 | 3,975 | 3,998 | 4,101 | 4,201 |
Increased Allocation | 2,828 | 3,426 | 3,665 | 3,700 | 3,722 | 3,818 | 3,911 |
Increased Allocation | 1,996 | 2,416 | 2,585 | 3,178 | 3,196 | 3,279 | 3,381 |
Increased Allocation | 2,434 | 2,948 | 3,154 | 3,184 | 3,203 | 3,286 | 3,366 |
Increased Allocation | 2,418 | 2,928 | 3,132 | 3,163 | 3,181 | 3,264 | 3,343 |
Increased Allocation | 2,406 | 2,912 | 3,116 | 3,147 | 3,165 | 3,247 | 3,326 |
Increased Allocation | 2,299 | 2,784 | 2,979 | 3,008 | 3,026 | 3,104 | 3,180 |
Increased Allocation | 2,248 | 2,722 | 2,912 | 2,941 | 2,958 | 3,034 | 3,108 |
Increased Allocation | 2,175 | 2,634 | 2,818 | 2,846 | 2,863 | 2,937 | 3,009 |
Increased Allocation | 2,076 | 2,513 | 2,690 | 2,716 | 2,732 | 2,803 | 2,871 |
Increased Allocation | 2,018 | 2,444 | 2,614 | 2,640 | 2,655 | 2,724 | 2,790 |
Increased Allocation | 834 | 1,009 | 1,080 | 2,181 | 2,194 | 2,251 | 2,780 |
Increased Allocation | 1,787 | 2,169 | 2,464 | 2,488 | 2,503 | 2,567 | 2,630 |
Increased Allocation | 1,883 | 2,280 | 2,439 | 2,464 | 2,478 | 2,542 | 2,604 |
Increased Allocation | 1,876 | 2,271 | 2,430 | 2,391 | 2,405 | 2,467 | 2,527 |
Increased Allocation | 1,823 | 2,207 | 2,362 | 2,385 | 2,399 | 2,461 | 2,521 |
Increased Allocation | 1,737 | 2,102 | 2,249 | 2,272 | 2,285 | 2,344 | 2,435 |
Increased Allocation | 1,756 | 2,127 | 2,275 | 2,297 | 2,311 | 2,370 | 2,428 |
Increased Allocation | 1,736 | 2,101 | 2,248 | 2,271 | 2,284 | 2,343 | 2,400 |
Increased Allocation | 1,503 | 1,819 | 1,946 | 2,058 | 2,070 | 2,123 | 2,175 |
Increased Allocation | 1,549 | 1,875 | 2,007 | 2,026 | 2,038 | 2,091 | 2,142 |
Increased Allocation | 1,454 | 1,759 | 1,883 | 1,901 | 1,912 | 1,962 | 2,009 |
Increased Allocation | 1,391 | 1,683 | 1,802 | 1,820 | 1,831 | 1,878 | 1,924 |
Increased Allocation | 1,263 | 1,529 | 1,636 | 1,742 | 1,752 | 1,798 | 1,842 |
Increased Allocation | 1,287 | 1,557 | 1,668 | 1,684 | 1,694 | 1,737 | 1,780 |
Increased Allocation | 1,272 | 1,539 | 1,647 | 1,664 | 1,674 | 1,717 | 1,759 |
Increased Allocation | 1,218 | 1,473 | 1,577 | 1,593 | 1,602 | 1,644 | 1,684 |
Increased Allocation | 1,260 | 1,524 | 1,631 | 1,584 | 1,594 | 1,635 | 1,681 |
Increased Allocation | 1,199 | 1,450 | 1,553 | 1,573 | 1,583 | 1,623 | 1,663 |
Increased Allocation | 1,198 | 1,449 | 1,552 | 1,567 | 1,577 | 1,617 | 1,657 |
Increased Allocation | 1,150 | 1,391 | 1,490 | 1,506 | 1,515 | 1,554 | 1,592 |
Increased Allocation | 1,112 | 1,345 | 1,440 | 1,434 | 1,442 | 1,480 | 1,538 |
Increased Allocation | 1,057 | 1,279 | 1,369 | 1,383 | 1,391 | 1,427 | 1,462 |
Increased Allocation | 1,298 | 1,571 | 1,682 | 1,371 | 1,379 | 1,414 | 1,454 |
Increased Allocation | 1,024 | 1,239 | 1,327 | 1,340 | 1,348 | 1,383 | 1,417 |
Increased Allocation | 985 | 1,191 | 1,275 | 1,288 | 1,295 | 1,329 | 1,361 |
Increased Allocation | 916 | 1,108 | 1,187 | 1,198 | 1,205 | 1,237 | 1,283 |
Increased Allocation | 887 | 1,072 | 1,148 | 1,160 | 1,167 | 1,197 | 1,226 |
Increased Allocation | 880 | 1,064 | 1,140 | 1,152 | 1,159 | 1,188 | 1,217 |
Increased Allocation | 77 | 91 | 99 | 109 | 1,100 | 1,126 | 1,153 |
Increased Allocation | 785 | 950 | 1,016 | 1,027 | 1,033 | 1,059 | 1,085 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 1,079 |
Increased Allocation | 750 | 907 | 970 | 980 | 986 | 1,012 | 1,036 |
Increased Allocation | 706 | 853 | 914 | 923 | 928 | 952 | 955 |
Increased Allocation | 689 | 834 | 894 | 902 | 908 | 931 | 954 |
Increased Allocation | 539 | 815 | 873 | 882 | 887 | 910 | 932 |
Increased Allocation | 668 | 807 | 865 | 874 | 879 | 902 | 924 |
Increased Allocation | 644 | 778 | 834 | 843 | 848 | 870 | 891 |
Increased Allocation | 581 | 702 | 751 | 759 | 763 | 783 | 802 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 797 |
Increased Allocation | 528 | 638 | 683 | 690 | 695 | 713 | 730 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 719 |
Increased Allocation | 495 | 597 | 641 | 647 | 651 | 668 | 684 |
Increased Allocation | 490 | 592 | 635 | 641 | 645 | 662 | 678 |
Increased Allocation | 457 | 551 | 591 | 597 | 601 | 616 | 632 |
Increased Allocation | 438 | 530 | 568 | 574 | 578 | 592 | 607 |
Increased Allocation | 513 | 620 | 664 | 550 | 554 | 568 | 596 |
Increased Allocation | 307 | 370 | 398 | 462 | 465 | 477 | 541 |
Increased Allocation | 384 | 463 | 498 | 503 | 506 | 519 | 532 |
Increased Allocation | 373 | 450 | 483 | 488 | 491 | 504 | 516 |
Increased Allocation | 368 | 445 | 476 | 482 | 485 | 497 | 509 |
Increased Allocation | 327 | 394 | 423 | 461 | 464 | 476 | 487 |
Increased Allocation | 345 | 416 | 446 | 451 | 454 | 465 | 477 |
Increased Allocation | 330 | 398 | 427 | 431 | 434 | 445 | 456 |
Increased Allocation | 319 | 383 | 412 | 423 | 426 | 437 | 447 |
Increased Allocation | 376 | 453 | 487 | 325 | 327 | 335 | 437 |
Increased Allocation | 309 | 372 | 400 | 404 | 407 | 417 | 428 |
Increased Allocation | 305 | 368 | 396 | 400 | 402 | 413 | 423 |
Increased Allocation | 299 | 361 | 387 | 392 | 394 | 404 | 414 |
Increased Allocation | 232 | 278 | 300 | 379 | 381 | 391 | 410 |
Increased Allocation | 293 | 353 | 380 | 384 | 386 | 396 | 406 |
Increased Allocation | 286 | 345 | 370 | 375 | 377 | 387 | 396 |
Increased Allocation | 0 | 0 | 0 | 285 | 287 | 294 | 392 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 383 |
Increased Allocation | 0 | 0 | 0 | 345 | 347 | 356 | 381 |
Increased Allocation | 272 | 327 | 351 | 355 | 358 | 367 | 376 |
Increased Allocation | 271 | 326 | 351 | 355 | 357 | 366 | 375 |
Increased Allocation | 271 | 326 | 350 | 354 | 356 | 365 | 374 |
Increased Allocation | 270 | 325 | 349 | 353 | 355 | 364 | 373 |
Increased Allocation | 269 | 324 | 348 | 351 | 353 | 363 | 372 |
Increased Allocation | 265 | 319 | 343 | 346 | 349 | 358 | 366 |
Increased Allocation | 250 | 302 | 324 | 334 | 336 | 344 | 353 |
Increased Allocation | 248 | 299 | 321 | 324 | 326 | 335 | 343 |
Increased Allocation | 242 | 292 | 314 | 317 | 319 | 327 | 335 |
Increased Allocation | 243 | 293 | 315 | 318 | 320 | 328 | 329 |
Increased Allocation | 238 | 286 | 308 | 311 | 313 | 321 | 329 |
Increased Allocation | 220 | 263 | 284 | 309 | 311 | 319 | 326 |
Increased Allocation | 283 | 342 | 367 | 302 | 303 | 311 | 320 |
Increased Allocation | 229 | 275 | 296 | 299 | 301 | 309 | 316 |
Increased Allocation | 220 | 263 | 284 | 288 | 290 | 297 | 305 |
Increased Allocation | 151 | 181 | 196 | 259 | 261 | 268 | 281 |
Increased Allocation | 200 | 241 | 258 | 261 | 262 | 269 | 276 |
Increased Allocation | 198 | 238 | 255 | 258 | 260 | 266 | 273 |
Increased Allocation | 196 | 235 | 253 | 256 | 257 | 264 | 270 |
Increased Allocation | 84 | 100 | 109 | 180 | 181 | 186 | 261 |
Increased Allocation | 186 | 224 | 242 | 244 | 246 | 252 | 258 |
Increased Allocation | 177 | 211 | 229 | 232 | 233 | 239 | 245 |
Increased Allocation | 175 | 210 | 227 | 229 | 230 | 236 | 242 |
Increased Allocation | 173 | 208 | 225 | 227 | 229 | 235 | 240 |
Increased Allocation | 170 | 205 | 221 | 223 | 224 | 230 | 236 |
Increased Allocation | 147 | 176 | 190 | 217 | 218 | 224 | 230 |
Increased Allocation | 164 | 198 | 213 | 215 | 217 | 222 | 228 |
Increased Allocation | 163 | 196 | 211 | 213 | 214 | 220 | 225 |
Increased Allocation | 156 | 188 | 202 | 209 | 210 | 216 | 222 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 218 |
Increased Allocation | 156 | 188 | 203 | 205 | 206 | 211 | 217 |
Increased Allocation | 155 | 187 | 201 | 203 | 205 | 210 | 215 |
Increased Allocation | 155 | 186 | 201 | 203 | 204 | 209 | 214 |
157 | 189 | 203 | 206 | 208 | 213 | 213 | |
Increased Allocation | 153 | 184 | 198 | 200 | 201 | 207 | 212 |
Increased Allocation | 153 | 184 | 199 | 201 | 202 | 207 | 212 |
Increased Allocation | 123 | 146 | 158 | 173 | 174 | 179 | 209 |
Increased Allocation | 142 | 169 | 183 | 186 | 187 | 192 | 197 |
Increased Allocation | 137 | 163 | 177 | 180 | 181 | 185 | 190 |
Increased Allocation | 131 | 157 | 169 | 172 | 173 | 177 | 189 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 185 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 184 |
Increased Allocation | 123 | 147 | 159 | 161 | 162 | 166 | 177 |
Increased Allocation | 124 | 149 | 160 | 163 | 164 | 168 | 172 |
Increased Allocation | 102 | 122 | 131 | 133 | 134 | 137 | 171 |
Increased Allocation | 121 | 144 | 156 | 158 | 159 | 163 | 167 |
Decreased Allocation | 129 | 154 | 167 | 159 | 160 | 165 | 163 |
Increased Allocation | 113 | 135 | 146 | 148 | 149 | 153 | 157 |
Increased Allocation | 111 | 132 | 144 | 145 | 146 | 150 | 154 |
Increased Allocation | 111 | 132 | 143 | 145 | 146 | 149 | 153 |
Increased Allocation | 0 | 0 | 0 | 0 | 139 | 143 | 146 |
Increased Allocation | 106 | 126 | 136 | 138 | 139 | 143 | 146 |
Increased Allocation | 94 | 113 | 122 | 138 | 138 | 142 | 145 |
Increased Allocation | 103 | 123 | 133 | 135 | 136 | 139 | 143 |
Increased Allocation | 93 | 111 | 121 | 135 | 136 | 140 | 143 |
Increased Allocation | 98 | 118 | 127 | 131 | 131 | 135 | 141 |
Increased Allocation | 97 | 116 | 125 | 133 | 133 | 137 | 140 |
Increased Allocation | 108 | 128 | 139 | 133 | 133 | 137 | 140 |
Increased Allocation | 79 | 93 | 102 | 103 | 103 | 106 | 139 |
Increased Allocation | 80 | 94 | 103 | 133 | 134 | 137 | 138 |
Increased Allocation | 65 | 76 | 83 | 92 | 92 | 94 | 138 |
Increased Allocation | 96 | 115 | 124 | 125 | 126 | 129 | 132 |
Increased Allocation | 95 | 114 | 123 | 124 | 125 | 128 | 131 |
Increased Allocation | 97 | 115 | 125 | 116 | 116 | 119 | 128 |
Increased Allocation | 90 | 107 | 116 | 117 | 118 | 121 | 124 |
Increased Allocation | 78 | 92 | 101 | 107 | 108 | 111 | 123 |
Increased Allocation | 78 | 92 | 100 | 112 | 113 | 116 | 121 |
Increased Allocation | 80 | 95 | 104 | 105 | 105 | 108 | 117 |
Increased Allocation | 84 | 99 | 108 | 109 | 110 | 113 | 116 |
Increased Allocation | 87 | 103 | 112 | 108 | 109 | 111 | 114 |
Increased Allocation | 72 | 85 | 93 | 96 | 97 | 99 | 113 |
Increased Allocation | 84 | 100 | 109 | 107 | 108 | 111 | 113 |
Increased Allocation | 81 | 96 | 104 | 105 | 106 | 109 | 112 |
Increased Allocation | 49 | 55 | 64 | 104 | 105 | 107 | 110 |
Increased Allocation | 78 | 92 | 101 | 102 | 102 | 105 | 107 |
Increased Allocation | 78 | 91 | 100 | 101 | 102 | 104 | 107 |
Increased Allocation | 75 | 88 | 97 | 98 | 99 | 101 | 104 |
Increased Allocation | 75 | 87 | 96 | 97 | 98 | 100 | 103 |
Increased Allocation | 69 | 81 | 88 | 95 | 95 | 98 | 100 |
Increased Allocation | 72 | 85 | 93 | 94 | 95 | 97 | 100 |
Increased Allocation | 31 | 73 | 79 | 89 | 90 | 92 | 96 |
Increased Allocation | 68 | 80 | 87 | 89 | 89 | 91 | 94 |
Increased Allocation | 47 | 55 | 61 | 62 | 63 | 64 | 94 |
Increased Allocation | 68 | 79 | 86 | 88 | 88 | 91 | 93 |
Increased Allocation | 66 | 78 | 85 | 86 | 87 | 89 | 91 |
Increased Allocation | 47 | 55 | 60 | 85 | 86 | 88 | 90 |
Increased Allocation | 56 | 66 | 73 | 82 | 82 | 84 | 86 |
Increased Allocation | 61 | 72 | 79 | 81 | 81 | 83 | 85 |
Increased Allocation | 60 | 71 | 77 | 79 | 79 | 81 | 83 |
Increased Allocation | 58 | 68 | 75 | 76 | 77 | 79 | 81 |
Increased Allocation | 60 | 71 | 77 | 75 | 75 | 77 | 80 |
Increased Allocation | 56 | 66 | 73 | 74 | 75 | 76 | 78 |
50 | 59 | 65 | 75 | 75 | 77 | 77 | |
Increased Allocation | 54 | 63 | 69 | 71 | 71 | 73 | 75 |
Increased Allocation | 52 | 61 | 67 | 69 | 69 | 71 | 73 |
Increased Allocation | 50 | 59 | 65 | 66 | 67 | 68 | 70 |
Decreased Allocation | 52 | 61 | 68 | 69 | 69 | 71 | 70 |
Increased Allocation | 50 | 59 | 65 | 66 | 67 | 68 | 70 |
Increased Allocation | 51 | 59 | 65 | 67 | 67 | 69 | 70 |
Increased Allocation | 50 | 58 | 64 | 65 | 66 | 67 | 69 |
Increased Allocation | 49 | 57 | 64 | 63 | 64 | 65 | 69 |
Increased Allocation | 49 | 57 | 63 | 64 | 64 | 66 | 68 |
Increased Allocation | 47 | 55 | 61 | 62 | 62 | 64 | 66 |
Increased Allocation | 47 | 55 | 61 | 62 | 62 | 64 | 66 |
Increased Allocation | 48 | 56 | 62 | 62 | 62 | 64 | 65 |
Increased Allocation | 46 | 54 | 59 | 61 | 61 | 62 | 64 |
Decreased Allocation | 45 | 52 | 58 | 70 | 70 | 72 | 63 |
Decreased Allocation | 46 | 54 | 59 | 71 | 71 | 73 | 63 |
Increased Allocation | 44 | 52 | 57 | 58 | 59 | 60 | 62 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 62 |
Increased Allocation | 44 | 52 | 57 | 59 | 59 | 60 | 62 |
Increased Allocation | 44 | 51 | 57 | 58 | 58 | 60 | 61 |
Increased Allocation | 43 | 51 | 56 | 57 | 57 | 59 | 60 |
Increased Allocation | 40 | 47 | 52 | 56 | 57 | 58 | 60 |
Increased Allocation | 42 | 50 | 55 | 56 | 56 | 58 | 59 |
Increased Allocation | 41 | 48 | 54 | 55 | 55 | 56 | 58 |
Increased Allocation | 41 | 48 | 52 | 54 | 54 | 55 | 57 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 55 |
Increased Allocation | 35 | 40 | 46 | 47 | 47 | 48 | 49 |
Increased Allocation | 30 | 34 | 39 | 46 | 47 | 48 | 49 |
Increased Allocation | 35 | 39 | 45 | 46 | 46 | 47 | 48 |
Increased Allocation | 28 | 30 | 36 | 44 | 44 | 45 | 48 |
Increased Allocation | 34 | 39 | 44 | 45 | 45 | 46 | 47 |
Increased Allocation | 34 | 39 | 44 | 45 | 45 | 46 | 47 |
Increased Allocation | 32 | 37 | 42 | 43 | 43 | 44 | 45 |
Increased Allocation | 32 | 36 | 41 | 42 | 43 | 44 | 45 |
Increased Allocation | 33 | 37 | 42 | 43 | 43 | 44 | 45 |
Increased Allocation | 31 | 35 | 41 | 41 | 42 | 43 | 44 |
Increased Allocation | 30 | 33 | 39 | 41 | 41 | 43 | 44 |
Increased Allocation | 31 | 35 | 40 | 41 | 41 | 42 | 43 |
Increased Allocation | 34 | 39 | 44 | 39 | 40 | 41 | 42 |
Increased Allocation | 25 | 28 | 33 | 33 | 33 | 34 | 42 |
Increased Allocation | 28 | 31 | 37 | 37 | 38 | 39 | 40 |
28 | 31 | 37 | 37 | 38 | 39 | 39 | |
Increased Allocation | 26 | 28 | 33 | 34 | 34 | 35 | 36 |
Increased Allocation | 26 | 29 | 34 | 34 | 35 | 35 | 36 |
26 | 29 | 34 | 34 | 35 | 36 | 36 | |
Increased Allocation | 25 | 28 | 33 | 32 | 32 | 33 | 34 |
Increased Allocation | 24 | 26 | 31 | 31 | 31 | 32 | 33 |
Increased Allocation | 24 | 26 | 31 | 30 | 31 | 31 | 32 |
Increased Allocation | 28 | 31 | 37 | 28 | 28 | 28 | 29 |
Increased Allocation | 21 | 23 | 27 | 27 | 28 | 28 | 29 |
Increased Allocation | 20 | 22 | 26 | 26 | 27 | 27 | 28 |
18 | 19 | 23 | 23 | 23 | 24 | 24 | |
16 | 17 | 21 | 22 | 22 | 23 | 23 | |
16 | 17 | 21 | 21 | 21 | 22 | 22 | |
Increased Allocation | 15 | 16 | 19 | 20 | 20 | 20 | 21 |
Increased Allocation | 13 | 14 | 17 | 18 | 18 | 18 | 19 |
Increased Allocation | 13 | 14 | 17 | 17 | 17 | 17 | 18 |
13 | 14 | 17 | 17 | 17 | 18 | 18 | |
18 | 19 | 23 | 17 | 17 | 18 | 18 | |
Increased Allocation | 10 | 10 | 13 | 13 | 13 | 13 | 14 |
Increased Allocation | 8 | 9 | 11 | 11 | 11 | 11 | 12 |
8 | 9 | 10 | 10 | 10 | 11 | 11 | |
Full Exit | 1,236 | 1,495 | 1,601 | 1,644 | 1,654 | 1,697 | 0 |
Full Exit | 9 | 9 | 11 | 12 | 12 | 12 | 0 |
6 | 6 | 7 | 0 | 0 | 0 | 0 | |
Full Exit | 157 | 190 | 204 | 219 | 220 | 226 | 0 |
Full Exit | 35 | 40 | 46 | 47 | 47 | 48 | 0 |
Full Exit | 42 | 49 | 55 | 56 | 56 | 57 | 0 |
Full Exit | 2 | 2 | 2 | 2 | 19 | 19 | 0 |
































































































































































































































