Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.79%
Stock 58.91%
Bond 37.96%
Convertible 0.00%
Preferred 0.00%
Other 1.34%
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Market Capitalization

As of December 31, 2025
Large 89.56%
Mid 9.03%
Small 1.41%
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Region Exposure

% Developed Markets: 98.53%    % Emerging Markets: 0.13%    % Unidentified Markets: 1.34%

Americas 70.41%
70.31%
Canada 4.72%
United States 65.60%
0.10%
Mexico 0.10%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.81%
United Kingdom 7.51%
18.27%
Belgium 2.76%
France 2.92%
Germany 3.50%
Ireland 3.91%
Italy 0.26%
Netherlands 3.24%
Spain 0.27%
Switzerland 1.41%
0.03%
Czech Republic 0.03%
0.00%
Greater Asia 2.44%
Japan 1.29%
0.16%
Australia 0.16%
1.00%
Taiwan 1.00%
0.00%
Unidentified Region 1.34%

Bond Credit Quality Exposure

AAA 0.96%
AA 61.38%
A 6.84%
BBB 28.51%
BB 2.31%
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 0.00%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
23.38%
Materials
0.96%
Consumer Discretionary
7.68%
Financials
9.84%
Real Estate
4.89%
Sensitive
27.17%
Communication Services
2.56%
Energy
5.13%
Industrials
8.34%
Information Technology
11.13%
Defensive
26.83%
Consumer Staples
9.63%
Health Care
13.15%
Utilities
4.05%
Not Classified
22.62%
Non Classified Equity
0.00%
Not Classified - Non Equity
22.62%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 60.18%
Corporate 39.37%
Securitized 0.00%
Municipal 0.00%
Other 0.45%
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Bond Maturity Exposure

Short Term
0.83%
Less than 1 Year
0.83%
Intermediate
83.25%
1 to 3 Years
8.63%
3 to 5 Years
22.44%
5 to 10 Years
52.18%
Long Term
15.41%
10 to 20 Years
2.34%
20 to 30 Years
10.06%
Over 30 Years
3.01%
Other
0.50%
As of December 31, 2025
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