Asset Allocation

As of September 30, 2025.
Type % Net
Cash -1.48%
Stock 75.53%
Bond 25.94%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of September 30, 2025
Large 89.71%
Mid 8.79%
Small 1.50%
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Region Exposure

% Developed Markets: 99.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.08%

Americas 93.51%
93.47%
Canada 3.50%
United States 89.97%
0.03%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.40%
United Kingdom 0.07%
6.26%
France 0.02%
Ireland 6.00%
Italy 0.07%
Netherlands 0.03%
Spain 0.06%
0.00%
0.07%
United Arab Emirates 0.07%
Greater Asia 0.01%
Japan 0.00%
0.01%
Australia 0.01%
0.00%
0.00%
Unidentified Region 0.08%

Bond Credit Quality Exposure

AAA 7.34%
AA 50.43%
A 6.29%
BBB 11.16%
BB 15.93%
B 5.06%
Below B 0.64%
    CCC 0.64%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 3.16%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
36.68%
Materials
4.00%
Consumer Discretionary
12.40%
Financials
13.40%
Real Estate
6.88%
Sensitive
40.66%
Communication Services
3.42%
Energy
3.98%
Industrials
7.21%
Information Technology
26.06%
Defensive
22.64%
Consumer Staples
5.11%
Health Care
13.31%
Utilities
4.22%
Not Classified
0.02%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.02%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 57.77%
Corporate 40.03%
Securitized 0.00%
Municipal 0.00%
Other 2.20%
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Bond Maturity Exposure

Short Term
3.58%
Less than 1 Year
3.58%
Intermediate
92.53%
1 to 3 Years
14.96%
3 to 5 Years
36.12%
5 to 10 Years
41.45%
Long Term
3.80%
10 to 20 Years
0.48%
20 to 30 Years
1.28%
Over 30 Years
2.04%
Other
0.09%
As of September 30, 2025
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