Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.00%
Stock 94.48%
Bond 5.23%
Convertible 0.00%
Preferred 0.04%
Other 0.25%
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Market Capitalization

As of June 30, 2026
Large 23.99%
Mid 28.60%
Small 47.41%
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Region Exposure

% Developed Markets: 99.72%    % Emerging Markets: 0.56%    % Unidentified Markets: -0.28%

Americas 91.90%
91.35%
Canada 5.93%
United States 85.42%
0.55%
Brazil 0.13%
Mexico 0.08%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.87%
United Kingdom 2.21%
4.52%
Austria 0.47%
Belgium 0.02%
France 0.34%
Germany 0.75%
Ireland 0.17%
Italy 0.34%
Netherlands 0.41%
Norway 0.13%
Portugal 0.01%
Spain 1.13%
Sweden 0.02%
Switzerland 0.73%
0.09%
Turkey 0.09%
0.05%
Egypt 0.00%
United Arab Emirates 0.05%
Greater Asia 1.51%
Japan 0.82%
0.00%
0.44%
Singapore 0.27%
South Korea 0.17%
0.26%
China 0.26%
Unidentified Region -0.28%

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
0.89%
Materials
0.48%
Consumer Discretionary
0.39%
Financials
0.02%
Real Estate
0.00%
Sensitive
19.00%
Communication Services
6.16%
Energy
7.48%
Industrials
5.30%
Information Technology
0.06%
Defensive
79.90%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
79.90%
Not Classified
0.20%
Non Classified Equity
0.20%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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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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