Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.93%
Stock 92.39%
Bond 6.05%
Convertible 0.00%
Preferred 0.53%
Other 0.10%
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Market Capitalization

As of December 31, 2025
Large 79.02%
Mid 20.07%
Small 0.91%
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Region Exposure

% Developed Markets: 99.55%    % Emerging Markets: 0.24%    % Unidentified Markets: 0.21%

Americas 6.89%
6.76%
Canada 6.36%
United States 0.40%
0.13%
Mexico 0.13%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.14%
United Kingdom 13.84%
47.44%
Austria 0.37%
Belgium 0.83%
Denmark 1.44%
Finland 1.35%
France 8.38%
Germany 8.95%
Ireland 1.15%
Italy 2.94%
Netherlands 5.62%
Norway 0.99%
Portugal 0.32%
Spain 3.03%
Sweden 3.61%
Switzerland 7.79%
0.00%
1.86%
Israel 1.86%
Greater Asia 29.76%
Japan 20.68%
5.03%
Australia 4.89%
3.95%
Hong Kong 2.37%
Singapore 1.57%
0.11%
China 0.11%
Unidentified Region 0.21%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
39.42%
Materials
5.22%
Consumer Discretionary
8.20%
Financials
24.90%
Real Estate
1.11%
Sensitive
34.06%
Communication Services
4.12%
Energy
3.58%
Industrials
17.93%
Information Technology
8.43%
Defensive
19.27%
Consumer Staples
6.67%
Health Care
9.83%
Utilities
2.78%
Not Classified
7.24%
Non Classified Equity
0.56%
Not Classified - Non Equity
6.68%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 64.24%
Corporate 6.74%
Securitized 0.00%
Municipal 28.11%
Other 0.91%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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