Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.01%
Stock 98.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of December 31, 2025
Large 85.14%
Mid 10.43%
Small 4.43%
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Region Exposure

% Developed Markets: 98.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.04%

Americas 96.01%
96.01%
United States 96.01%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.43%
United Kingdom 0.00%
2.43%
Ireland 2.43%
0.00%
0.00%
Greater Asia 0.51%
Japan 0.00%
0.51%
Australia 0.51%
0.00%
0.00%
Unidentified Region 1.04%

Stock Sector Exposure

Cyclical
25.77%
Materials
0.38%
Consumer Discretionary
9.41%
Financials
15.19%
Real Estate
0.79%
Sensitive
58.48%
Communication Services
13.11%
Energy
3.14%
Industrials
7.58%
Information Technology
34.65%
Defensive
14.74%
Consumer Staples
2.17%
Health Care
10.58%
Utilities
1.99%
Not Classified
1.01%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.01%
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