Asset Allocation

As of December 31, 2025.
Type % Net
Cash 4.95%
Stock 94.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.57%
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Market Capitalization

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

% Developed Markets: 99.27%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.73%

Americas 96.03%
95.63%
Canada 76.37%
United States 19.26%
0.40%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.07%
United Kingdom 0.24%
2.83%
France 0.20%
Ireland 0.72%
Switzerland 0.45%
0.00%
0.00%
Greater Asia 0.18%
Japan 0.00%
0.18%
Australia 0.18%
0.00%
0.00%
Unidentified Region 0.73%

Stock Sector Exposure

Cyclical
48.52%
Materials
9.15%
Consumer Discretionary
6.95%
Financials
29.10%
Real Estate
3.32%
Sensitive
35.50%
Communication Services
2.63%
Energy
10.66%
Industrials
13.04%
Information Technology
9.18%
Defensive
13.19%
Consumer Staples
5.35%
Health Care
4.56%
Utilities
3.28%
Not Classified
2.79%
Non Classified Equity
2.36%
Not Classified - Non Equity
0.43%
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