Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.73%
Stock 74.49%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other 21.73%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 78.24%    % Emerging Markets: 0.03%    % Unidentified Markets: 21.73%

Americas 77.33%
77.16%
Canada 3.69%
United States 73.47%
0.17%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.88%
United Kingdom 0.23%
0.65%
Ireland 0.56%
Netherlands 0.02%
Sweden 0.02%
Switzerland 0.06%
0.00%
0.01%
Israel 0.01%
Greater Asia 0.06%
Japan 0.00%
0.00%
0.03%
Singapore 0.03%
0.03%
Thailand 0.03%
Unidentified Region 21.73%

Stock Sector Exposure

Cyclical
27.28%
Materials
3.78%
Consumer Discretionary
6.82%
Financials
15.44%
Real Estate
1.24%
Sensitive
32.47%
Communication Services
5.48%
Energy
1.07%
Industrials
9.94%
Information Technology
15.97%
Defensive
17.60%
Consumer Staples
2.92%
Health Care
12.20%
Utilities
2.47%
Not Classified
22.65%
Non Classified Equity
0.05%
Not Classified - Non Equity
22.60%
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