Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.15%
Stock 99.88%
Bond 0.15%
Convertible 0.00%
Preferred 0.00%
Other -0.17%
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Market Capitalization

As of December 31, 2025
Large 86.68%
Mid 8.33%
Small 4.99%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.03%

Americas 99.15%
99.15%
Canada 0.39%
United States 98.76%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.88%
United Kingdom 0.00%
0.88%
Ireland 0.88%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.03%

Stock Sector Exposure

Cyclical
18.20%
Materials
0.00%
Consumer Discretionary
12.16%
Financials
5.65%
Real Estate
0.39%
Sensitive
69.66%
Communication Services
13.27%
Energy
0.00%
Industrials
6.70%
Information Technology
49.69%
Defensive
11.33%
Consumer Staples
3.78%
Health Care
7.55%
Utilities
0.00%
Not Classified
0.80%
Non Classified Equity
0.51%
Not Classified - Non Equity
0.30%
As of December 31, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available