Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.15%
Stock 64.85%
Bond 34.05%
Convertible 0.00%
Preferred 0.00%
Other 0.95%
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Market Capitalization

As of December 31, 2025
Large 63.55%
Mid 23.80%
Small 12.65%
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Region Exposure

% Developed Markets: 97.96%    % Emerging Markets: 0.28%    % Unidentified Markets: 1.76%

Americas 90.26%
90.25%
Canada 0.05%
United States 90.20%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.82%
United Kingdom 1.86%
5.60%
France 0.47%
Ireland 1.89%
Netherlands 0.91%
Spain 1.09%
Switzerland 0.69%
0.00%
0.37%
Israel 0.10%
Qatar 0.06%
Saudi Arabia 0.20%
Greater Asia 0.16%
Japan 0.00%
0.16%
Australia 0.16%
0.00%
0.00%
Unidentified Region 1.76%

Bond Credit Quality Exposure

AAA 4.83%
AA 60.66%
A 15.96%
BBB 15.74%
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 2.82%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
26.65%
Materials
0.00%
Consumer Discretionary
7.07%
Financials
17.51%
Real Estate
2.08%
Sensitive
56.74%
Communication Services
8.11%
Energy
4.00%
Industrials
9.89%
Information Technology
34.74%
Defensive
16.61%
Consumer Staples
2.51%
Health Care
12.82%
Utilities
1.28%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 59.29%
Corporate 31.32%
Securitized 7.36%
Municipal 1.79%
Other 0.23%
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Bond Maturity Exposure

Short Term
0.32%
Less than 1 Year
0.32%
Intermediate
68.59%
1 to 3 Years
18.48%
3 to 5 Years
30.86%
5 to 10 Years
19.25%
Long Term
31.10%
10 to 20 Years
16.90%
20 to 30 Years
12.14%
Over 30 Years
2.05%
Other
0.00%
As of December 31, 2025
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