Asset Allocation

As of March 31, 2026.
Type % Net
Cash 10.99%
Stock 73.52%
Bond 14.37%
Convertible 0.00%
Preferred 0.00%
Other 1.11%
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Market Capitalization

As of March 31, 2026
Large 59.16%
Mid 26.96%
Small 13.88%
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Region Exposure

% Developed Markets: 85.61%    % Emerging Markets: 2.29%    % Unidentified Markets: 12.10%

Americas 62.07%
61.33%
Canada 14.45%
United States 46.88%
0.73%
Brazil 0.73%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.17%
United Kingdom 7.85%
13.30%
France 2.62%
Germany 3.02%
Ireland 1.49%
Italy 0.61%
Spain 2.28%
Switzerland 3.29%
0.00%
1.02%
South Africa 1.02%
Greater Asia 3.66%
Japan 0.00%
2.17%
Australia 2.17%
0.96%
Hong Kong 0.47%
South Korea 0.48%
0.53%
China 0.53%
Unidentified Region 12.10%

Bond Credit Quality Exposure

AAA 0.00%
AA 47.63%
A 0.00%
BBB 43.98%
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 8.39%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
44.32%
Materials
28.82%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
15.50%
Sensitive
37.87%
Communication Services
0.00%
Energy
25.30%
Industrials
12.57%
Information Technology
0.00%
Defensive
16.26%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
16.26%
Not Classified
1.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.56%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 56.02%
Corporate 31.97%
Securitized 0.00%
Municipal 0.00%
Other 12.01%
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Bond Maturity Exposure

Short Term
8.39%
Less than 1 Year
8.39%
Intermediate
91.61%
1 to 3 Years
21.69%
3 to 5 Years
21.23%
5 to 10 Years
48.70%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of March 31, 2026
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