Asset Allocation

As of June 30, 2025.
Type % Net
Cash -47.99%
Stock 49.31%
Bond 49.13%
Convertible 0.00%
Preferred 0.00%
Other 49.55%
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Market Capitalization

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

% Developed Markets: 97.64%    % Emerging Markets: 1.09%    % Unidentified Markets: 1.27%

Americas 86.28%
85.51%
Canada 15.64%
United States 69.87%
0.76%
Brazil 0.51%
Mexico 0.13%
Peru 0.13%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.12%
United Kingdom 4.64%
5.15%
Finland 1.06%
France 1.02%
Ireland 2.24%
Norway 0.15%
Switzerland 0.44%
0.00%
0.33%
South Africa 0.33%
Greater Asia 2.33%
Japan 0.00%
2.33%
Australia 2.33%
0.00%
0.00%
India 0.00%
Unidentified Region 1.27%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.76%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 99.24%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
68.24%
Materials
68.24%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
24.57%
Communication Services
0.00%
Energy
24.57%
Industrials
0.00%
Information Technology
0.00%
Defensive
2.26%
Consumer Staples
2.26%
Health Care
0.00%
Utilities
0.00%
Not Classified
4.92%
Non Classified Equity
1.25%
Not Classified - Non Equity
3.67%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
99.63%
Less than 1 Year
99.63%
Intermediate
0.37%
1 to 3 Years
0.37%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
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