Asset Allocation

As of June 30, 2026.
Type % Net
Cash 3.78%
Stock 95.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.55%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 87.57%
Mid 8.26%
Small 4.18%
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Region Exposure

% Developed Markets: 97.40%    % Emerging Markets: 0.98%    % Unidentified Markets: 1.63%

Americas 89.02%
88.23%
United States 88.23%
0.79%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.82%
United Kingdom 0.00%
4.82%
Denmark 0.66%
Germany 0.12%
Ireland 0.85%
Netherlands 2.28%
0.00%
0.00%
Greater Asia 4.54%
Japan 0.00%
0.00%
4.35%
Taiwan 4.35%
0.19%
China 0.19%
Unidentified Region 1.63%

Stock Sector Exposure

Cyclical
18.64%
Materials
0.42%
Consumer Discretionary
10.32%
Financials
6.43%
Real Estate
1.47%
Sensitive
71.50%
Communication Services
8.59%
Energy
0.00%
Industrials
7.84%
Information Technology
55.07%
Defensive
8.18%
Consumer Staples
0.64%
Health Care
5.93%
Utilities
1.61%
Not Classified
1.69%
Non Classified Equity
1.69%
As of June 30, 2026
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available