Asset Allocation

As of December 31, 2025.
Type % Net
Cash 19.10%
Stock 62.07%
Bond 18.84%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of December 31, 2025
Large 64.04%
Mid 21.54%
Small 14.42%
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Region Exposure

% Developed Markets: 97.07%    % Emerging Markets: 0.42%    % Unidentified Markets: 2.51%

Americas 70.54%
70.13%
United States 70.13%
0.42%
Mexico 0.42%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.98%
United Kingdom 0.00%
22.98%
Belgium 1.56%
France 2.59%
Germany 2.61%
Ireland 4.51%
Netherlands 7.32%
Switzerland 2.73%
0.00%
0.00%
Greater Asia 3.97%
Japan 1.80%
-0.00%
Australia -0.00%
2.17%
Hong Kong 0.14%
Singapore -0.00%
South Korea 2.03%
0.00%
Unidentified Region 2.51%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.23%
A 0.00%
BBB 1.34%
BB 0.00%
B 5.06%
Below B 0.19%
    CCC 0.19%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 93.18%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
31.99%
Materials
9.56%
Consumer Discretionary
10.00%
Financials
11.02%
Real Estate
1.41%
Sensitive
45.21%
Communication Services
17.63%
Energy
2.30%
Industrials
13.79%
Information Technology
11.49%
Defensive
18.71%
Consumer Staples
9.09%
Health Care
9.46%
Utilities
0.16%
Not Classified
4.09%
Non Classified Equity
3.71%
Not Classified - Non Equity
0.39%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 80.30%
Corporate 1.98%
Securitized 0.00%
Municipal 0.00%
Other 17.72%
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Bond Maturity Exposure

Short Term
81.90%
Less than 1 Year
81.90%
Intermediate
17.13%
1 to 3 Years
5.58%
3 to 5 Years
11.55%
5 to 10 Years
0.00%
Long Term
0.85%
10 to 20 Years
0.00%
20 to 30 Years
0.85%
Over 30 Years
0.00%
Other
0.11%
As of December 31, 2025
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