Asset Allocation

As of June 30, 2026.
Type % Net
Cash 5.17%
Stock 86.86%
Bond 8.17%
Convertible 0.00%
Preferred 0.00%
Other -0.20%
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Market Capitalization

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

% Developed Markets: 95.04%    % Emerging Markets: 0.01%    % Unidentified Markets: 4.95%

Americas 93.04%
92.96%
Canada 0.02%
United States 92.95%
0.08%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.66%
United Kingdom 0.22%
1.44%
Ireland 1.10%
Netherlands 0.12%
Switzerland 0.22%
0.00%
-0.01%
Israel -0.01%
Greater Asia 0.35%
Japan 0.00%
0.00%
0.35%
Singapore 0.35%
0.00%
Unidentified Region 4.95%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
16.79%
Materials
1.08%
Consumer Discretionary
6.30%
Financials
8.43%
Real Estate
0.99%
Sensitive
59.55%
Communication Services
10.90%
Energy
4.32%
Industrials
7.84%
Information Technology
36.49%
Defensive
15.58%
Consumer Staples
4.25%
Health Care
9.27%
Utilities
2.05%
Not Classified
0.25%
Non Classified Equity
0.25%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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