Asset Allocation

As of December 31, 2025.
Type % Net
Cash -2.53%
Stock 102.6%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of December 31, 2025
Large 80.43%
Mid 18.13%
Small 1.44%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.06%

Americas 63.91%
63.91%
Canada -3.00%
United States 66.91%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.08%
United Kingdom 6.49%
14.59%
France 4.84%
Switzerland 9.75%
0.00%
0.00%
Greater Asia 15.07%
Japan 4.39%
0.00%
10.68%
Taiwan 10.68%
0.00%
Unidentified Region -0.06%

Stock Sector Exposure

Cyclical
50.79%
Materials
3.83%
Consumer Discretionary
24.36%
Financials
22.61%
Real Estate
0.00%
Sensitive
40.47%
Communication Services
10.98%
Energy
0.00%
Industrials
6.25%
Information Technology
23.24%
Defensive
8.74%
Consumer Staples
6.29%
Health Care
2.45%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of December 31, 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