Asset Allocation

As of June 30, 2025.
Type % Net
Cash 3.41%
Stock 85.47%
Bond 10.42%
Convertible 0.00%
Preferred 0.01%
Other 0.69%
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Market Capitalization

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

% Developed Markets: 96.20%    % Emerging Markets: 3.18%    % Unidentified Markets: 0.62%

Americas 71.06%
69.24%
Canada 25.90%
United States 43.34%
1.82%
Brazil 0.09%
Mexico 0.50%
Peru 0.04%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.18%
United Kingdom 4.18%
13.01%
Belgium 0.53%
Denmark 0.63%
Finland 1.79%
France 1.42%
Germany 2.12%
Ireland 1.38%
Italy 0.37%
Netherlands 1.52%
Norway 0.33%
Spain 0.11%
Switzerland 1.81%
0.05%
Poland 0.05%
1.95%
Israel 1.90%
Saudi Arabia 0.00%
South Africa 0.05%
Greater Asia 9.15%
Japan 3.13%
0.14%
Australia 0.14%
4.19%
Hong Kong 0.77%
Singapore 1.57%
South Korea 0.76%
Taiwan 1.07%
1.68%
China 0.79%
India 0.75%
Indonesia 0.08%
Philippines 0.06%
Unidentified Region 0.62%

Bond Credit Quality Exposure

AAA 12.88%
AA 7.20%
A 20.85%
BBB 39.75%
BB 8.88%
B 3.08%
Below B 0.45%
    CCC 0.45%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.35%
Not Available 6.55%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
31.47%
Materials
3.94%
Consumer Discretionary
8.77%
Financials
16.30%
Real Estate
2.45%
Sensitive
45.89%
Communication Services
4.48%
Energy
3.29%
Industrials
12.66%
Information Technology
25.46%
Defensive
10.13%
Consumer Staples
3.20%
Health Care
5.55%
Utilities
1.39%
Not Classified
12.51%
Non Classified Equity
1.71%
Not Classified - Non Equity
10.80%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 5.79%
Corporate 71.89%
Securitized 0.75%
Municipal 13.50%
Other 8.07%
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Bond Maturity Exposure

Short Term
0.34%
Less than 1 Year
0.34%
Intermediate
67.81%
1 to 3 Years
10.46%
3 to 5 Years
17.87%
5 to 10 Years
39.48%
Long Term
30.77%
10 to 20 Years
5.77%
20 to 30 Years
13.30%
Over 30 Years
11.71%
Other
1.08%
As of June 30, 2025
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