Asset Allocation

As of December 31, 2025.
Type % Net
Cash 4.12%
Stock 95.16%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.72%
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Market Capitalization

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

% Developed Markets: 93.19%    % Emerging Markets: 6.11%    % Unidentified Markets: 0.71%

Americas 70.04%
70.04%
Canada 2.54%
United States 67.51%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.71%
United Kingdom 1.06%
17.65%
Denmark 0.01%
Germany 2.27%
Ireland 7.81%
Netherlands 4.32%
Sweden -0.01%
Switzerland 3.24%
0.00%
0.00%
Greater Asia 10.54%
Japan 0.00%
0.00%
4.44%
Hong Kong 0.01%
Singapore 0.00%
South Korea 0.00%
Taiwan 4.43%
6.11%
China 6.11%
Unidentified Region 0.71%

Stock Sector Exposure

Cyclical
18.00%
Materials
3.83%
Consumer Discretionary
7.00%
Financials
7.18%
Real Estate
0.00%
Sensitive
68.13%
Communication Services
15.68%
Energy
1.06%
Industrials
26.32%
Information Technology
25.07%
Defensive
13.87%
Consumer Staples
0.00%
Health Care
10.29%
Utilities
3.58%
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