Asset Allocation

As of March 31, 2026.
Type % Net
Cash 9.14%
Stock 80.46%
Bond 10.57%
Convertible 0.00%
Preferred 0.00%
Other -0.18%
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Market Capitalization

As of March 31, 2026
Large 45.58%
Mid 28.36%
Small 26.07%
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Region Exposure

% Developed Markets: 91.03%    % Emerging Markets: 0.00%    % Unidentified Markets: 8.97%

Americas 90.80%
86.69%
Canada 0.00%
United States 86.69%
4.11%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.21%
United Kingdom 0.04%
0.17%
Germany 0.00%
Ireland 0.13%
Netherlands 0.01%
Sweden 0.00%
Switzerland 0.03%
0.00%
0.00%
United Arab Emirates 0.00%
Greater Asia 0.01%
Japan 0.00%
0.00%
Australia 0.00%
0.01%
Singapore 0.01%
0.00%
Unidentified Region 8.97%

Bond Credit Quality Exposure

AAA 0.00%
AA 35.51%
A 0.00%
BBB 0.00%
BB 0.00%
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 0.00%
Not Available 64.49%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
26.17%
Materials
4.02%
Consumer Discretionary
6.08%
Financials
15.90%
Real Estate
0.17%
Sensitive
35.98%
Communication Services
12.76%
Energy
0.36%
Industrials
5.47%
Information Technology
17.40%
Defensive
18.28%
Consumer Staples
6.16%
Health Care
7.63%
Utilities
4.49%
Not Classified
19.57%
Non Classified Equity
0.00%
Not Classified - Non Equity
19.57%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 100.00%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
80.90%
Less than 1 Year
80.90%
Intermediate
19.10%
1 to 3 Years
19.10%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of March 31, 2026
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