Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.27%
Stock 99.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of December 31, 2025
Large 0.00%
Mid 0.28%
Small 99.72%
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Region Exposure

% Developed Markets: 99.67%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.33%

Americas 98.53%
97.06%
United States 97.06%
1.46%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.98%
United Kingdom 0.33%
0.52%
Ireland 0.48%
Switzerland 0.04%
0.00%
0.12%
Israel 0.12%
Greater Asia 0.16%
Japan 0.00%
0.00%
0.16%
Singapore 0.16%
0.00%
Unidentified Region 0.33%

Stock Sector Exposure

Cyclical
44.55%
Materials
5.48%
Consumer Discretionary
13.05%
Financials
18.66%
Real Estate
7.37%
Sensitive
38.77%
Communication Services
3.12%
Energy
4.41%
Industrials
17.00%
Information Technology
14.24%
Defensive
16.68%
Consumer Staples
2.52%
Health Care
12.04%
Utilities
2.11%
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