Asset Allocation

As of December 31, 2025.
Type % Net
Cash 11.76%
Stock 78.01%
Bond 11.26%
Convertible 0.00%
Preferred 0.00%
Other -1.03%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 85.05%    % Emerging Markets: 0.00%    % Unidentified Markets: 14.95%

Americas 78.82%
80.29%
Canada 4.15%
United States 76.14%
-1.48%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.24%
United Kingdom 0.00%
0.00%
Ireland 0.00%
Switzerland 0.00%
0.00%
6.24%
Israel 6.24%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 14.95%

Bond Credit Quality Exposure

AAA 3.90%
AA 0.75%
A 0.00%
BBB 0.00%
BB 43.55%
B 12.76%
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 39.04%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
19.08%
Materials
6.23%
Consumer Discretionary
1.58%
Financials
3.72%
Real Estate
7.55%
Sensitive
53.64%
Communication Services
9.07%
Energy
0.00%
Industrials
17.61%
Information Technology
26.97%
Defensive
26.79%
Consumer Staples
0.22%
Health Care
23.69%
Utilities
2.87%
Not Classified
0.50%
Non Classified Equity
0.05%
Not Classified - Non Equity
0.45%
As of December 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 1.80%
Corporate 56.31%
Securitized 3.90%
Municipal 0.00%
Other 37.98%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.57%
Less than 1 Year
1.57%
Intermediate
98.43%
1 to 3 Years
0.24%
3 to 5 Years
53.93%
5 to 10 Years
44.27%
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 December 31, 2025
View Bond Maturity Exposure
Start Trial