Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.14%
Stock 68.72%
Bond 29.67%
Convertible 0.00%
Preferred 0.00%
Other 0.46%
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Market Capitalization

As of March 31, 2026
Large 40.72%
Mid 21.47%
Small 37.81%
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Region Exposure

% Developed Markets: 94.87%    % Emerging Markets: 3.70%    % Unidentified Markets: 1.42%

Americas 57.39%
54.67%
Canada 1.76%
United States 52.91%
2.73%
Mexico 2.73%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.55%
United Kingdom 14.22%
17.19%
Austria 0.88%
France 6.00%
Netherlands 5.29%
Spain 4.92%
Switzerland 0.10%
0.00%
2.14%
Israel 2.14%
Greater Asia 7.64%
Japan 4.65%
0.00%
2.01%
Hong Kong 2.01%
0.98%
India 0.98%
Unidentified Region 1.42%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.88%
A 7.77%
BBB 40.46%
BB 31.45%
B 16.17%
Below B 3.27%
    CCC 3.27%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 0.00%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
23.43%
Materials
3.03%
Consumer Discretionary
16.63%
Financials
3.77%
Real Estate
0.00%
Sensitive
51.88%
Communication Services
11.26%
Energy
0.00%
Industrials
18.86%
Information Technology
21.77%
Defensive
24.69%
Consumer Staples
6.73%
Health Care
17.96%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.88%
Corporate 99.12%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
4.44%
Less than 1 Year
4.44%
Intermediate
95.56%
1 to 3 Years
42.45%
3 to 5 Years
28.78%
5 to 10 Years
24.33%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of March 31, 2026
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