Asset Allocation

As of December 31, 2025.
Type % Net
Cash 8.48%
Stock 54.11%
Bond 33.93%
Convertible 0.00%
Preferred 0.04%
Other 3.44%
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Market Capitalization

As of December 31, 2025
Large 87.99%
Mid 8.55%
Small 3.45%
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Region Exposure

% Developed Markets: 95.33%    % Emerging Markets: 0.05%    % Unidentified Markets: 4.62%

Americas 94.00%
93.96%
Canada 50.35%
United States 43.61%
0.04%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.26%
United Kingdom 0.27%
0.99%
France 0.23%
Germany 0.00%
Ireland 0.45%
Italy 0.14%
Netherlands 0.06%
Spain 0.11%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.12%
Japan 0.10%
0.02%
Australia 0.02%
0.00%
Taiwan 0.00%
0.00%
Unidentified Region 4.62%

Bond Credit Quality Exposure

AAA 15.69%
AA 26.58%
A 9.98%
BBB 35.50%
BB 3.79%
B 0.04%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.18%
Not Available 8.25%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
36.36%
Materials
1.75%
Consumer Discretionary
6.81%
Financials
23.18%
Real Estate
4.63%
Sensitive
25.00%
Communication Services
0.06%
Energy
11.66%
Industrials
8.37%
Information Technology
4.91%
Defensive
10.16%
Consumer Staples
3.10%
Health Care
4.43%
Utilities
2.63%
Not Classified
28.47%
Non Classified Equity
0.63%
Not Classified - Non Equity
27.84%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 37.05%
Corporate 49.67%
Securitized 1.64%
Municipal 3.40%
Other 8.23%
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Bond Maturity Exposure

Short Term
0.87%
Less than 1 Year
0.87%
Intermediate
73.78%
1 to 3 Years
23.62%
3 to 5 Years
11.28%
5 to 10 Years
38.89%
Long Term
23.50%
10 to 20 Years
3.66%
20 to 30 Years
13.19%
Over 30 Years
6.64%
Other
1.85%
As of December 31, 2025
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