Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.24%
Stock 65.79%
Bond 33.60%
Convertible 0.00%
Preferred 0.00%
Other 0.37%
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Market Capitalization

As of September 30, 2025
Large 88.24%
Mid 10.82%
Small 0.94%
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Region Exposure

% Developed Markets: 97.91%    % Emerging Markets: 0.53%    % Unidentified Markets: 1.56%

Americas 91.83%
91.60%
Canada 0.16%
United States 91.45%
0.22%
Mexico 0.09%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.46%
United Kingdom 4.07%
1.98%
France 0.19%
Ireland 0.37%
Netherlands 0.06%
Switzerland 0.78%
0.00%
0.41%
Israel 0.10%
Saudi Arabia 0.31%
Greater Asia 0.15%
Japan 0.00%
0.15%
Australia 0.15%
0.00%
0.00%
Unidentified Region 1.56%

Bond Credit Quality Exposure

AAA 4.15%
AA 47.08%
A 10.30%
BBB 13.67%
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 0.26%
Not Available 24.55%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
30.00%
Materials
2.40%
Consumer Discretionary
10.24%
Financials
14.97%
Real Estate
2.39%
Sensitive
52.30%
Communication Services
9.73%
Energy
3.85%
Industrials
4.72%
Information Technology
33.99%
Defensive
16.84%
Consumer Staples
5.32%
Health Care
8.76%
Utilities
2.77%
Not Classified
0.86%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.86%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 46.81%
Corporate 22.56%
Securitized 28.80%
Municipal 1.33%
Other 0.50%
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Bond Maturity Exposure

Short Term
0.97%
Less than 1 Year
0.97%
Intermediate
56.18%
1 to 3 Years
17.94%
3 to 5 Years
21.12%
5 to 10 Years
17.13%
Long Term
42.84%
10 to 20 Years
15.10%
20 to 30 Years
27.59%
Over 30 Years
0.16%
Other
0.00%
As of September 30, 2025
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