Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.12%
Stock 69.29%
Bond 25.73%
Convertible 0.00%
Preferred 0.00%
Other 4.86%
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Market Capitalization

As of June 30, 2026
Large 75.18%
Mid 15.84%
Small 8.98%
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Region Exposure

% Developed Markets: 91.61%    % Emerging Markets: 0.24%    % Unidentified Markets: 8.15%

Americas 84.13%
83.11%
Canada 1.01%
United States 82.09%
1.02%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.61%
United Kingdom 1.40%
4.21%
Belgium 0.52%
Finland 0.11%
France 0.05%
Germany 0.13%
Ireland 0.76%
Netherlands 1.07%
Sweden 0.21%
Switzerland 0.84%
0.00%
0.00%
Greater Asia 2.11%
Japan 0.09%
0.40%
Australia 0.40%
1.60%
Hong Kong 0.02%
Singapore 0.30%
Taiwan 1.28%
0.03%
China 0.02%
Unidentified Region 8.15%

Bond Credit Quality Exposure

AAA 10.11%
AA 56.18%
A 6.88%
BBB 14.37%
BB 0.02%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.34%
Not Available 12.10%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
20.51%
Materials
5.04%
Consumer Discretionary
7.31%
Financials
7.39%
Real Estate
0.77%
Sensitive
58.13%
Communication Services
7.00%
Energy
3.37%
Industrials
12.92%
Information Technology
34.84%
Defensive
12.12%
Consumer Staples
1.52%
Health Care
9.36%
Utilities
1.24%
Not Classified
4.35%
Non Classified Equity
4.35%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 51.23%
Corporate 19.98%
Securitized 28.73%
Municipal 0.06%
Other 0.01%
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Bond Maturity Exposure

Short Term
2.28%
Less than 1 Year
2.28%
Intermediate
56.46%
1 to 3 Years
4.73%
3 to 5 Years
14.30%
5 to 10 Years
37.43%
Long Term
41.18%
10 to 20 Years
14.14%
20 to 30 Years
23.46%
Over 30 Years
3.58%
Other
0.08%
As of June 30, 2026
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