Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.66%
Stock 53.84%
Bond 36.56%
Convertible 0.00%
Preferred 0.00%
Other 5.94%
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Market Capitalization

As of December 31, 2025
Large 74.87%
Mid 16.93%
Small 8.19%
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Region Exposure

% Developed Markets: 90.37%    % Emerging Markets: 0.56%    % Unidentified Markets: 9.07%

Americas 89.95%
86.81%
Canada 0.35%
United States 86.46%
3.14%
Brazil 0.26%
Mexico 0.31%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.98%
United Kingdom 0.29%
0.69%
France 0.05%
Germany 0.03%
Ireland 0.45%
Italy 0.01%
Netherlands 0.14%
0.00%
0.00%
Greater Asia 0.01%
Japan 0.01%
0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 9.07%

Bond Credit Quality Exposure

AAA 15.68%
AA 23.83%
A 9.05%
BBB 10.90%
BB 4.48%
B 1.99%
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 34.07%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
28.57%
Materials
1.25%
Consumer Discretionary
12.85%
Financials
12.44%
Real Estate
2.03%
Sensitive
54.55%
Communication Services
11.85%
Energy
3.90%
Industrials
6.64%
Information Technology
32.16%
Defensive
16.88%
Consumer Staples
3.68%
Health Care
11.01%
Utilities
2.19%
Not Classified
0.00%
Non Classified Equity
0.00%
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 0.83%
Corporate 28.59%
Securitized 70.58%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
1.65%
Less than 1 Year
1.65%
Intermediate
29.97%
1 to 3 Years
4.91%
3 to 5 Years
6.79%
5 to 10 Years
18.27%
Long Term
67.77%
10 to 20 Years
9.28%
20 to 30 Years
38.00%
Over 30 Years
20.49%
Other
0.60%
As of December 31, 2025
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