Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.32%
Stock 98.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 2.99%
Mid 12.46%
Small 84.55%
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Region Exposure

% Developed Markets: 97.24%    % Emerging Markets: 1.89%    % Unidentified Markets: 0.87%

Americas 92.35%
91.09%
Canada 4.40%
United States 86.69%
1.26%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.89%
United Kingdom 0.59%
3.47%
France 1.84%
Netherlands 1.63%
0.00%
0.83%
Israel 0.83%
Greater Asia 1.89%
Japan 0.00%
0.00%
0.00%
1.89%
Thailand 1.89%
Unidentified Region 0.87%

Stock Sector Exposure

Cyclical
16.72%
Materials
0.12%
Consumer Discretionary
9.54%
Financials
7.06%
Real Estate
0.00%
Sensitive
45.81%
Communication Services
1.05%
Energy
0.00%
Industrials
23.68%
Information Technology
21.09%
Defensive
35.37%
Consumer Staples
1.94%
Health Care
32.97%
Utilities
0.46%
Not Classified
2.09%
Non Classified Equity
2.09%
Not Classified - Non Equity
0.00%
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