Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.88%
Stock 58.48%
Bond 38.90%
Convertible 0.00%
Preferred 0.00%
Other 0.75%
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Market Capitalization

As of September 30, 2025
Large 41.62%
Mid 39.18%
Small 19.20%
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Region Exposure

% Developed Markets: 96.63%    % Emerging Markets: 0.81%    % Unidentified Markets: 2.56%

Americas 89.11%
88.40%
Canada 1.40%
United States 87.01%
0.70%
Mexico 0.43%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.34%
United Kingdom 1.95%
6.00%
Belgium 0.14%
France 0.61%
Ireland 3.11%
Netherlands 0.13%
Sweden 0.80%
Switzerland 1.22%
0.00%
0.38%
Saudi Arabia 0.38%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.56%

Bond Credit Quality Exposure

AAA 2.99%
AA 44.59%
A 17.79%
BBB 12.99%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 21.64%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
35.48%
Materials
3.92%
Consumer Discretionary
9.63%
Financials
19.71%
Real Estate
2.23%
Sensitive
37.92%
Communication Services
5.45%
Energy
9.34%
Industrials
10.08%
Information Technology
13.05%
Defensive
20.80%
Consumer Staples
4.06%
Health Care
11.63%
Utilities
5.12%
Not Classified
5.79%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.79%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 37.53%
Corporate 32.31%
Securitized 28.50%
Municipal 0.00%
Other 1.65%
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Bond Maturity Exposure

Short Term
11.80%
Less than 1 Year
11.80%
Intermediate
38.20%
1 to 3 Years
10.60%
3 to 5 Years
17.59%
5 to 10 Years
10.00%
Long Term
49.40%
10 to 20 Years
15.00%
20 to 30 Years
32.89%
Over 30 Years
1.51%
Other
0.60%
As of September 30, 2025
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