Asset Allocation

As of December 31, 2025.
Type % Net
Cash 11.90%
Stock 80.64%
Bond 0.00%
Convertible 0.00%
Preferred 1.81%
Other 5.65%
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Market Capitalization

As of December 31, 2025
Large 83.60%
Mid 13.80%
Small 2.60%
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Region Exposure

% Developed Markets: 91.82%    % Emerging Markets: 2.52%    % Unidentified Markets: 5.65%

Americas 21.61%
17.69%
Canada 4.18%
United States 13.50%
3.93%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.78%
United Kingdom 16.05%
45.74%
Belgium 1.27%
Finland 1.96%
France 9.79%
Germany 2.80%
Ireland 4.15%
Netherlands 4.70%
Switzerland 21.07%
0.00%
0.00%
Greater Asia 10.95%
Japan 0.00%
0.00%
8.43%
Hong Kong 0.55%
South Korea 7.88%
2.52%
China 0.34%
India 2.19%
Unidentified Region 5.65%

Stock Sector Exposure

Cyclical
33.61%
Materials
5.57%
Consumer Discretionary
14.01%
Financials
14.04%
Real Estate
0.00%
Sensitive
35.29%
Communication Services
1.17%
Energy
3.34%
Industrials
16.18%
Information Technology
14.60%
Defensive
31.10%
Consumer Staples
19.15%
Health Care
11.95%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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