Asset Allocation

As of December 31, 2025.
Type % Net
Cash 35.40%
Stock 63.28%
Bond 1.01%
Convertible 0.00%
Preferred 0.00%
Other 0.31%
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Market Capitalization

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

% Developed Markets: 95.55%    % Emerging Markets: 2.54%    % Unidentified Markets: 1.91%

Americas 49.53%
46.84%
Canada 8.87%
United States 37.97%
2.69%
Brazil 1.21%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.21%
United Kingdom 23.57%
19.10%
Denmark 1.63%
France 7.59%
Germany 1.28%
Ireland 1.52%
Netherlands 4.04%
Norway 0.14%
Sweden -0.46%
Switzerland 3.36%
0.00%
-0.46%
South Africa -0.46%
Greater Asia 6.35%
Japan 1.55%
-0.04%
Australia -0.15%
3.05%
Hong Kong 0.92%
Singapore 0.14%
South Korea 1.99%
1.80%
China 1.80%
Unidentified Region 1.91%

Stock Sector Exposure

Cyclical
-7.24%
Materials
2.34%
Consumer Discretionary
1.06%
Financials
-10.33%
Real Estate
-0.32%
Sensitive
6.73%
Communication Services
11.47%
Energy
0.00%
Industrials
13.03%
Information Technology
-17.77%
Defensive
88.59%
Consumer Staples
58.82%
Health Care
30.28%
Utilities
-0.51%
Not Classified
11.92%
Non Classified Equity
-2.13%
Not Classified - Non Equity
14.06%
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