Asset Allocation

As of September 30, 2025.
Type % Net
Cash 10.02%
Stock 54.25%
Bond 32.03%
Convertible 0.00%
Preferred 0.00%
Other 3.70%
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Market Capitalization

As of September 30, 2025
Large 86.19%
Mid 9.98%
Small 3.83%
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Region Exposure

% Developed Markets: 95.81%    % Emerging Markets: 0.05%    % Unidentified Markets: 4.13%

Americas 94.43%
93.89%
Canada 56.14%
United States 37.75%
0.54%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.22%
United Kingdom 0.34%
0.88%
France 0.14%
Ireland 0.43%
Italy 0.14%
Netherlands 0.06%
Spain 0.12%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.21%
Japan 0.19%
0.03%
Australia 0.03%
0.00%
Taiwan 0.00%
0.00%
Unidentified Region 4.13%

Bond Credit Quality Exposure

AAA 14.47%
AA 24.79%
A 12.64%
BBB 36.70%
BB 3.53%
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 0.12%
Not Available 7.76%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
37.19%
Materials
4.41%
Consumer Discretionary
6.98%
Financials
20.23%
Real Estate
5.56%
Sensitive
28.45%
Communication Services
1.79%
Energy
13.70%
Industrials
7.53%
Information Technology
5.42%
Defensive
7.21%
Consumer Staples
1.67%
Health Care
1.43%
Utilities
4.11%
Not Classified
27.15%
Non Classified Equity
0.62%
Not Classified - Non Equity
26.53%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 34.13%
Corporate 52.99%
Securitized 1.56%
Municipal 3.42%
Other 7.90%
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Bond Maturity Exposure

Short Term
0.99%
Less than 1 Year
0.99%
Intermediate
72.13%
1 to 3 Years
23.94%
3 to 5 Years
12.32%
5 to 10 Years
35.87%
Long Term
25.70%
10 to 20 Years
4.64%
20 to 30 Years
12.15%
Over 30 Years
8.92%
Other
1.18%
As of September 30, 2025
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