Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.10%
Stock 97.46%
Bond 0.25%
Convertible 0.00%
Preferred 1.05%
Other -0.87%
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Market Capitalization

As of September 30, 2025
Large 87.23%
Mid 8.90%
Small 3.87%
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Region Exposure

% Developed Markets: 97.44%    % Emerging Markets: 0.97%    % Unidentified Markets: 1.59%

Americas 90.42%
89.84%
Canada 3.75%
United States 86.09%
0.57%
Brazil 0.15%
Colombia 0.09%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.29%
United Kingdom 0.78%
4.26%
Belgium 0.45%
Finland 0.12%
France 0.19%
Germany 0.15%
Ireland 1.21%
Italy 0.23%
Netherlands 0.71%
Norway 0.00%
Portugal 0.00%
Spain 0.05%
Switzerland 0.69%
0.00%
0.25%
Israel 0.25%
Greater Asia 2.71%
Japan 0.45%
0.08%
Australia 0.08%
1.76%
Singapore 0.04%
South Korea 0.24%
Taiwan 1.49%
0.41%
China 0.25%
India 0.14%
Thailand 0.02%
Unidentified Region 1.59%

Stock Sector Exposure

Cyclical
26.05%
Materials
1.99%
Consumer Discretionary
10.08%
Financials
13.38%
Real Estate
0.60%
Sensitive
58.19%
Communication Services
20.80%
Energy
1.37%
Industrials
8.98%
Information Technology
27.04%
Defensive
11.36%
Consumer Staples
1.28%
Health Care
8.18%
Utilities
1.90%
Not Classified
4.39%
Non Classified Equity
1.98%
Not Classified - Non Equity
2.41%
As of September 30, 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