Asset Allocation

As of September 30, 2025.
Type % Net
Cash 4.17%
Stock 88.20%
Bond 6.93%
Convertible 0.00%
Preferred 0.23%
Other 0.47%
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Market Capitalization

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

% Developed Markets: 86.58%    % Emerging Markets: 4.16%    % Unidentified Markets: 9.26%

Americas 59.90%
58.59%
Canada 23.33%
United States 35.26%
1.31%
Argentina 0.00%
Brazil 0.76%
Chile 0.00%
Colombia 0.02%
Mexico 0.10%
Peru 0.09%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.41%
United Kingdom 5.73%
14.12%
Austria 0.07%
Belgium 0.40%
Denmark 0.08%
Finland 0.48%
France 3.42%
Germany 1.36%
Greece 0.08%
Ireland 1.04%
Italy 0.36%
Netherlands 2.30%
Norway 0.08%
Portugal 0.02%
Spain 0.91%
Sweden 0.55%
Switzerland 2.89%
0.20%
Czech Republic 0.00%
Poland 0.02%
Turkey 0.05%
0.36%
Israel 0.10%
Nigeria 0.00%
Qatar 0.00%
Saudi Arabia 0.09%
South Africa 0.06%
United Arab Emirates 0.11%
Greater Asia 10.44%
Japan 3.19%
0.58%
Australia 0.57%
3.98%
Hong Kong 1.23%
Singapore 0.29%
South Korea 0.96%
Taiwan 1.50%
2.69%
China 1.40%
India 0.95%
Indonesia 0.09%
Kazakhstan 0.04%
Malaysia 0.01%
Philippines 0.03%
Thailand 0.17%
Unidentified Region 9.26%

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
31.74%
Materials
4.86%
Consumer Discretionary
8.77%
Financials
16.14%
Real Estate
1.97%
Sensitive
34.99%
Communication Services
4.44%
Energy
3.64%
Industrials
10.81%
Information Technology
16.09%
Defensive
14.61%
Consumer Staples
5.78%
Health Care
6.91%
Utilities
1.92%
Not Classified
18.66%
Non Classified Equity
6.82%
Not Classified - Non Equity
11.84%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 6.97%
Corporate 29.06%
Securitized 0.75%
Municipal 7.93%
Other 55.29%
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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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