Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.16%
Stock 98.10%
Bond 0.75%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Market Capitalization

As of December 31, 2025
Large 90.40%
Mid 9.45%
Small 0.15%
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Region Exposure

% Developed Markets: 98.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.03%

Americas 85.63%
85.63%
Canada 3.14%
United States 82.49%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.10%
United Kingdom 1.59%
8.51%
Belgium 0.53%
Ireland 2.00%
Netherlands 4.50%
0.00%
0.00%
Greater Asia 3.24%
Japan 0.00%
0.00%
3.24%
Taiwan 3.24%
0.00%
Unidentified Region 1.03%

Stock Sector Exposure

Cyclical
17.00%
Materials
1.07%
Consumer Discretionary
9.85%
Financials
6.08%
Real Estate
0.00%
Sensitive
66.23%
Communication Services
11.13%
Energy
0.00%
Industrials
10.30%
Information Technology
44.81%
Defensive
14.87%
Consumer Staples
2.51%
Health Care
11.48%
Utilities
0.88%
Not Classified
1.90%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.90%
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