Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.35%
Stock 89.67%
Bond 8.95%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of December 31, 2025
Large 34.22%
Mid 41.33%
Small 24.45%
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Region Exposure

% Developed Markets: 96.69%    % Emerging Markets: 3.12%    % Unidentified Markets: 0.19%

Americas 67.39%
65.11%
Canada 7.62%
United States 57.49%
2.29%
Brazil 0.65%
Mexico 1.24%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.41%
United Kingdom 7.15%
12.27%
Belgium 0.70%
Finland 0.44%
France 5.39%
Germany 0.30%
Ireland 0.03%
Italy 1.44%
Netherlands 1.63%
Spain 1.67%
Sweden 0.64%
0.00%
0.00%
Greater Asia 13.00%
Japan 4.92%
3.21%
Australia 3.21%
3.65%
Hong Kong 1.75%
Singapore 1.89%
1.22%
Thailand 1.22%
Unidentified Region 0.19%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
45.42%
Materials
0.00%
Consumer Discretionary
0.21%
Financials
0.00%
Real Estate
45.21%
Sensitive
28.94%
Communication Services
1.86%
Energy
16.12%
Industrials
10.96%
Information Technology
0.00%
Defensive
24.35%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
24.35%
Not Classified
1.28%
Non Classified Equity
1.28%
Not Classified - Non Equity
0.00%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 0.00%
Corporate 97.75%
Securitized 0.00%
Municipal 0.00%
Other 2.25%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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