Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 99.79%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.21%
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Market Capitalization

As of September 30, 2025
Large 85.55%
Mid 11.73%
Small 2.72%
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Region Exposure

% Developed Markets: 99.06%    % Emerging Markets: 0.73%    % Unidentified Markets: 0.21%

Americas 77.81%
77.45%
Canada 3.24%
United States 74.21%
0.36%
Brazil 0.36%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.61%
United Kingdom 5.11%
13.50%
Austria 1.10%
Denmark 0.20%
France 3.13%
Germany 0.40%
Ireland 2.20%
Italy 1.50%
Netherlands 0.76%
Spain 1.07%
Sweden 2.11%
Switzerland 0.51%
0.00%
0.00%
Greater Asia 3.37%
Japan 1.03%
0.32%
Australia 0.32%
1.64%
Taiwan 1.64%
0.37%
India 0.37%
Unidentified Region 0.21%

Stock Sector Exposure

Cyclical
31.45%
Materials
2.15%
Consumer Discretionary
9.85%
Financials
18.85%
Real Estate
0.60%
Sensitive
54.47%
Communication Services
9.88%
Energy
3.87%
Industrials
12.52%
Information Technology
28.20%
Defensive
14.08%
Consumer Staples
2.81%
Health Care
8.69%
Utilities
2.58%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 30, 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