Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.93%
Stock 96.07%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 4.66%
Mid 21.69%
Small 73.66%
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Region Exposure

% Developed Markets: 95.67%    % Emerging Markets: 4.36%    % Unidentified Markets: -0.03%

Americas 64.22%
64.22%
Canada 3.96%
United States 60.26%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.10%
United Kingdom 4.41%
5.36%
Belgium 1.35%
Italy 1.29%
Sweden 2.72%
0.00%
4.33%
Israel 4.33%
Greater Asia 21.71%
Japan 12.77%
2.20%
Australia 2.20%
2.39%
South Korea 0.63%
Taiwan 1.76%
4.36%
India 4.36%
Unidentified Region -0.03%

Stock Sector Exposure

Cyclical
30.23%
Materials
4.39%
Consumer Discretionary
8.82%
Financials
17.02%
Real Estate
0.00%
Sensitive
54.09%
Communication Services
1.14%
Energy
0.00%
Industrials
34.36%
Information Technology
18.59%
Defensive
15.68%
Consumer Staples
6.10%
Health Care
9.59%
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