Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.65%
Stock 98.35%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 85.07%
Mid 12.01%
Small 2.92%
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Region Exposure

% Developed Markets: 98.68%    % Emerging Markets: 1.32%    % Unidentified Markets: 0.00%

Americas 95.38%
94.01%
Canada 1.17%
United States 92.84%
1.36%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.40%
United Kingdom 0.01%
2.39%
Ireland 1.40%
Netherlands 0.90%
Switzerland 0.08%
0.00%
0.00%
Greater Asia 2.22%
Japan 0.00%
0.03%
Australia 0.03%
2.19%
Singapore 0.03%
Taiwan 2.16%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
22.86%
Materials
1.85%
Consumer Discretionary
12.65%
Financials
8.14%
Real Estate
0.22%
Sensitive
62.65%
Communication Services
9.85%
Energy
0.19%
Industrials
9.74%
Information Technology
42.87%
Defensive
14.48%
Consumer Staples
2.20%
Health Care
11.96%
Utilities
0.33%
Not Classified
0.01%
Non Classified Equity
0.00%
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