Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.84%
Stock 57.49%
Bond 37.16%
Convertible 0.00%
Preferred 2.31%
Other 1.20%
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Market Capitalization

As of September 30, 2025
Large 91.98%
Mid 6.35%
Small 1.67%
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Region Exposure

% Developed Markets: 94.67%    % Emerging Markets: 4.13%    % Unidentified Markets: 1.19%

Americas 71.42%
70.76%
Canada 2.74%
United States 68.02%
0.66%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.30%
United Kingdom 3.49%
10.81%
Austria 0.49%
France 0.75%
Germany 3.35%
Italy 2.31%
Netherlands 2.22%
Spain 1.70%
0.00%
0.00%
Greater Asia 13.08%
Japan 2.04%
0.49%
Australia 0.49%
8.01%
Hong Kong 1.88%
South Korea 3.05%
Taiwan 3.08%
2.54%
China 0.53%
India 2.01%
Unidentified Region 1.19%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 16.85%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 83.15%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
30.72%
Materials
5.09%
Consumer Discretionary
6.68%
Financials
18.95%
Real Estate
0.00%
Sensitive
62.30%
Communication Services
11.33%
Energy
3.27%
Industrials
17.05%
Information Technology
30.64%
Defensive
6.98%
Consumer Staples
5.47%
Health Care
1.51%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 0.00%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 100.0%
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Bond Maturity Exposure

Short Term
6.99%
Less than 1 Year
6.99%
Intermediate
93.01%
1 to 3 Years
16.75%
3 to 5 Years
62.29%
5 to 10 Years
13.97%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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