Asset Allocation

As of December 31, 2025.
Type % Net
Cash 9.88%
Stock 88.38%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.74%
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Market Capitalization

As of December 31, 2025
Large 66.33%
Mid 19.24%
Small 14.42%
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Region Exposure

% Developed Markets: 98.50%    % Emerging Markets: 0.57%    % Unidentified Markets: 0.93%

Americas 88.63%
87.68%
Canada 57.47%
United States 30.21%
0.95%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.21%
United Kingdom 1.56%
5.41%
Austria 0.24%
Belgium 0.66%
Denmark 0.02%
France 1.26%
Germany 0.69%
Ireland 0.91%
Italy 0.20%
Netherlands 0.25%
Norway 0.03%
Spain 0.08%
Sweden 0.07%
Switzerland 0.55%
0.00%
0.24%
Israel 0.24%
Greater Asia 3.24%
Japan 1.92%
0.24%
Australia 0.24%
0.68%
Hong Kong 0.10%
Singapore 0.47%
South Korea 0.03%
Taiwan 0.08%
0.39%
China 0.27%
Thailand 0.12%
Unidentified Region 0.93%

Stock Sector Exposure

Cyclical
42.69%
Materials
11.33%
Consumer Discretionary
7.23%
Financials
21.81%
Real Estate
2.32%
Sensitive
44.67%
Communication Services
5.26%
Energy
7.65%
Industrials
13.93%
Information Technology
17.82%
Defensive
11.74%
Consumer Staples
3.54%
Health Care
5.84%
Utilities
2.36%
Not Classified
0.91%
Non Classified Equity
0.91%
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