Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.01%
Stock 95.92%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.07%
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Market Capitalization

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

% Developed Markets: 98.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.07%

Americas 62.93%
62.93%
Canada 4.35%
United States 58.58%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.29%
United Kingdom 4.54%
17.75%
Denmark 1.35%
France 3.92%
Ireland 1.86%
Italy 0.79%
Netherlands 4.11%
Spain 2.57%
Switzerland 3.15%
0.00%
0.00%
Greater Asia 13.71%
Japan 3.71%
1.11%
Australia 1.11%
8.89%
Hong Kong 4.45%
Taiwan 4.44%
0.00%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
36.87%
Materials
4.50%
Consumer Discretionary
20.47%
Financials
11.90%
Real Estate
0.00%
Sensitive
38.04%
Communication Services
0.84%
Energy
0.00%
Industrials
9.26%
Information Technology
27.93%
Defensive
25.10%
Consumer Staples
4.71%
Health Care
20.39%
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