Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.43%
Stock 98.23%
Bond 1.34%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 61.39%
Mid 24.76%
Small 13.85%
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Region Exposure

% Developed Markets: 99.99%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.01%

Americas 85.68%
85.68%
Canada 63.89%
United States 21.79%
0.00%
Mexico 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.38%
United Kingdom 4.21%
5.34%
Denmark 0.38%
France 1.61%
Ireland 1.07%
Netherlands 1.12%
Sweden 0.00%
Switzerland 1.16%
0.00%
0.83%
Israel 0.83%
Greater Asia 3.94%
Japan 0.00%
0.00%
Australia 0.00%
3.94%
Hong Kong 0.85%
Taiwan 3.08%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
43.74%
Materials
11.00%
Consumer Discretionary
6.36%
Financials
24.97%
Real Estate
1.41%
Sensitive
42.96%
Communication Services
1.23%
Energy
5.39%
Industrials
19.62%
Information Technology
16.72%
Defensive
11.59%
Consumer Staples
6.93%
Health Care
2.27%
Utilities
2.39%
Not Classified
1.70%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.70%
As of December 31, 2025
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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