Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.14%
Stock 99.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.49%
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Market Capitalization

As of December 31, 2025
Large 2.55%
Mid 2.88%
Small 94.57%
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Region Exposure

% Developed Markets: 97.73%    % Emerging Markets: 1.05%    % Unidentified Markets: 1.22%

Americas 93.49%
90.34%
United States 90.34%
3.16%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.24%
United Kingdom 1.83%
1.09%
Ireland 1.09%
0.00%
1.32%
Israel 1.32%
Greater Asia 1.05%
Japan 0.00%
0.00%
0.00%
1.05%
Thailand 1.05%
Unidentified Region 1.22%

Stock Sector Exposure

Cyclical
21.84%
Materials
2.27%
Consumer Discretionary
9.91%
Financials
8.20%
Real Estate
1.46%
Sensitive
44.06%
Communication Services
1.08%
Energy
1.74%
Industrials
22.09%
Information Technology
19.15%
Defensive
31.52%
Consumer Staples
2.12%
Health Care
29.40%
Utilities
0.00%
Not Classified
2.58%
Non Classified Equity
2.58%
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