Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.56%
Stock 97.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.50%
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Market Capitalization

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

% Developed Markets: 99.44%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.56%

Americas 94.09%
93.76%
Canada 2.76%
United States 91.00%
0.33%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.46%
United Kingdom 0.00%
3.46%
France 0.64%
Ireland 2.24%
Switzerland 0.58%
0.00%
0.00%
Greater Asia 1.89%
Japan 1.89%
0.00%
0.00%
0.00%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
29.58%
Materials
4.92%
Consumer Discretionary
9.09%
Financials
15.10%
Real Estate
0.47%
Sensitive
50.57%
Communication Services
7.13%
Energy
1.31%
Industrials
7.74%
Information Technology
34.39%
Defensive
19.26%
Consumer Staples
2.85%
Health Care
13.93%
Utilities
2.48%
Not Classified
0.59%
Non Classified Equity
0.59%
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