Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.69%
Stock 78.59%
Bond 17.31%
Convertible 0.00%
Preferred 0.79%
Other 1.63%
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Market Capitalization

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

% Developed Markets: 98.15%    % Emerging Markets: 1.72%    % Unidentified Markets: 0.13%

Americas 84.40%
83.40%
Canada 49.58%
United States 33.82%
1.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.00%
United Kingdom 6.02%
7.29%
France 2.24%
Germany 0.06%
Ireland 0.82%
Italy 0.26%
Netherlands 1.45%
Sweden 2.31%
Switzerland 0.09%
0.64%
Poland 0.64%
0.05%
Israel 0.05%
Greater Asia 1.48%
Japan 0.95%
0.12%
Australia 0.10%
0.41%
Singapore 0.41%
0.00%
Unidentified Region 0.13%

Bond Credit Quality Exposure

AAA 21.53%
AA 14.05%
A 33.22%
BBB 20.27%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.03%
Not Available 9.91%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
36.78%
Materials
1.87%
Consumer Discretionary
10.65%
Financials
21.57%
Real Estate
2.69%
Sensitive
41.39%
Communication Services
4.10%
Energy
0.00%
Industrials
17.15%
Information Technology
20.14%
Defensive
6.31%
Consumer Staples
3.47%
Health Care
2.42%
Utilities
0.42%
Not Classified
15.52%
Non Classified Equity
0.00%
Not Classified - Non Equity
15.52%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 12.43%
Corporate 49.92%
Securitized 1.28%
Municipal 22.93%
Other 13.45%
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Bond Maturity Exposure

Short Term
0.46%
Less than 1 Year
0.46%
Intermediate
64.63%
1 to 3 Years
14.13%
3 to 5 Years
15.24%
5 to 10 Years
35.25%
Long Term
29.80%
10 to 20 Years
10.34%
20 to 30 Years
14.37%
Over 30 Years
5.09%
Other
5.12%
As of December 31, 2025
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