Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.31%
Stock 95.88%
Bond 0.13%
Convertible 0.00%
Preferred 2.44%
Other 1.25%
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Market Capitalization

As of December 31, 2025
Large 77.49%
Mid 14.53%
Small 7.98%
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Region Exposure

% Developed Markets: 94.52%    % Emerging Markets: 0.09%    % Unidentified Markets: 5.39%

Americas 75.93%
75.93%
Canada 10.57%
United States 65.37%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.23%
United Kingdom 1.81%
3.26%
Austria 0.05%
Finland 1.01%
France 0.39%
Germany 0.57%
Greece 0.44%
Italy 0.36%
Netherlands 0.44%
Norway 0.00%
Sweden 0.00%
0.06%
Poland 0.06%
1.10%
Israel 1.10%
Greater Asia 12.45%
Japan 0.44%
0.01%
Australia 0.01%
11.97%
Hong Kong 0.85%
Singapore 1.02%
South Korea 2.11%
Taiwan 7.99%
0.03%
China 0.03%
Unidentified Region 5.39%

Stock Sector Exposure

Cyclical
22.51%
Materials
6.86%
Consumer Discretionary
12.60%
Financials
2.93%
Real Estate
0.12%
Sensitive
65.92%
Communication Services
18.19%
Energy
2.14%
Industrials
1.23%
Information Technology
44.36%
Defensive
7.17%
Consumer Staples
1.53%
Health Care
5.64%
Utilities
0.00%
Not Classified
4.40%
Non Classified Equity
4.06%
Not Classified - Non Equity
0.34%
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