Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.49%
Stock 98.93%
Bond 0.62%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of December 31, 2025
Large 64.76%
Mid 21.70%
Small 13.54%
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Region Exposure

% Developed Markets: 99.63%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.37%

Americas 88.10%
88.10%
United States 88.10%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.53%
United Kingdom 0.00%
7.41%
Ireland 4.68%
Netherlands 2.73%
0.00%
4.12%
Israel 4.12%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
27.00%
Materials
4.68%
Consumer Discretionary
7.07%
Financials
13.13%
Real Estate
2.12%
Sensitive
54.69%
Communication Services
8.74%
Energy
1.49%
Industrials
8.13%
Information Technology
36.33%
Defensive
17.19%
Consumer Staples
0.00%
Health Care
17.19%
Utilities
0.00%
Not Classified
1.12%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.12%
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