Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.13%
Stock 92.58%
Bond 5.33%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.43%    % Emerging Markets: 0.12%    % Unidentified Markets: 2.45%

Americas 91.18%
90.62%
Canada 2.55%
United States 88.07%
0.57%
Colombia 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.59%
United Kingdom 0.45%
3.04%
Belgium 0.00%
France 0.00%
Ireland 0.41%
Italy 0.00%
Netherlands 2.50%
Sweden 0.01%
Switzerland 0.11%
0.00%
0.11%
Israel 0.11%
Greater Asia 2.78%
Japan 0.00%
0.04%
Australia 0.04%
2.72%
Singapore 0.10%
Taiwan 2.62%
0.02%
Thailand 0.02%
Unidentified Region 2.45%

Bond Credit Quality Exposure

AAA 0.00%
AA 46.65%
A 0.00%
BBB 0.00%
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 53.35%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
27.99%
Materials
1.06%
Consumer Discretionary
5.97%
Financials
20.36%
Real Estate
0.60%
Sensitive
59.39%
Communication Services
4.42%
Energy
0.97%
Industrials
5.08%
Information Technology
48.92%
Defensive
6.51%
Consumer Staples
1.88%
Health Care
3.91%
Utilities
0.71%
Not Classified
6.11%
Non Classified Equity
0.13%
Not Classified - Non Equity
5.98%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 56.99%
Corporate 0.23%
Securitized 0.01%
Municipal 0.02%
Other 42.75%
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Bond Maturity Exposure

Short Term
26.80%
Less than 1 Year
26.80%
Intermediate
30.00%
1 to 3 Years
29.51%
3 to 5 Years
0.49%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
43.20%
As of December 31, 2025
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