Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.25%
Stock 98.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of December 31, 2025
Large 93.71%
Mid 6.29%
Small 0.00%
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Region Exposure

% Developed Markets: 99.98%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.02%

Americas 94.07%
92.60%
Canada 2.47%
United States 90.13%
1.47%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.38%
United Kingdom 2.20%
2.17%
Netherlands 1.20%
0.00%
0.00%
Greater Asia 1.53%
Japan 0.00%
0.00%
1.53%
Taiwan 1.53%
0.00%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
16.52%
Materials
0.00%
Consumer Discretionary
7.04%
Financials
9.48%
Real Estate
0.00%
Sensitive
53.84%
Communication Services
10.76%
Energy
0.00%
Industrials
0.00%
Information Technology
43.08%
Defensive
29.64%
Consumer Staples
0.00%
Health Care
29.64%
Utilities
0.00%
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