Asset Allocation

As of December 31, 2025.
Type % Net
Cash 6.00%
Stock 94.02%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of December 31, 2025
Large 81.94%
Mid 9.37%
Small 8.68%
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Region Exposure

% Developed Markets: 94.10%    % Emerging Markets: 5.87%    % Unidentified Markets: 0.03%

Americas 70.00%
70.00%
Canada 7.51%
United States 62.49%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.74%
United Kingdom 1.75%
16.99%
Denmark 0.02%
Germany 2.19%
Ireland 7.48%
Netherlands 4.15%
Switzerland 3.14%
0.00%
0.00%
Greater Asia 11.24%
Japan 0.99%
0.00%
4.38%
Hong Kong 0.01%
Taiwan 4.36%
5.87%
China 5.87%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
18.59%
Materials
3.68%
Consumer Discretionary
7.33%
Financials
7.58%
Real Estate
0.00%
Sensitive
67.74%
Communication Services
14.86%
Energy
1.04%
Industrials
26.70%
Information Technology
25.13%
Defensive
13.68%
Consumer Staples
0.00%
Health Care
9.79%
Utilities
3.89%
Not Classified
0.00%
Non Classified Equity
0.00%
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