Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.67%
Stock 75.63%
Bond 23.31%
Convertible 0.00%
Preferred 0.00%
Other -0.62%
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Market Capitalization

As of September 30, 2025
Large 87.39%
Mid 11.38%
Small 1.23%
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Region Exposure

% Developed Markets: 97.59%    % Emerging Markets: 2.36%    % Unidentified Markets: 0.06%

Americas 69.17%
67.35%
Canada 6.68%
United States 60.67%
1.83%
Brazil 1.03%
Chile 0.12%
Colombia 0.24%
Mexico 0.38%
Peru 0.01%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.33%
United Kingdom 11.75%
15.04%
Austria 0.00%
Belgium 0.75%
Denmark 1.14%
Finland 0.00%
France 1.38%
Germany 3.79%
Ireland 2.12%
Netherlands 1.41%
Spain 2.12%
Switzerland 2.32%
0.00%
Poland 0.00%
0.53%
Saudi Arabia 0.00%
South Africa 0.53%
Greater Asia 3.44%
Japan 1.70%
0.10%
Australia 0.00%
1.60%
Hong Kong 0.16%
Singapore 0.00%
South Korea 0.00%
Taiwan 1.43%
0.04%
China 0.04%
Unidentified Region 0.06%

Bond Credit Quality Exposure

AAA 19.54%
AA 47.44%
A 3.07%
BBB 6.64%
BB 12.13%
B 0.67%
Below B 0.27%
    CCC 0.20%
    CC 0.07%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.20%
Not Available 10.03%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
39.74%
Materials
1.35%
Consumer Discretionary
18.87%
Financials
19.53%
Real Estate
0.00%
Sensitive
29.80%
Communication Services
4.64%
Energy
0.00%
Industrials
3.81%
Information Technology
21.36%
Defensive
28.93%
Consumer Staples
9.29%
Health Care
19.63%
Utilities
0.01%
Not Classified
1.53%
Non Classified Equity
0.36%
Not Classified - Non Equity
1.17%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 80.04%
Corporate 15.99%
Securitized 0.64%
Municipal 0.16%
Other 3.18%
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Bond Maturity Exposure

Short Term
0.55%
Less than 1 Year
0.55%
Intermediate
80.52%
1 to 3 Years
8.69%
3 to 5 Years
7.25%
5 to 10 Years
64.57%
Long Term
18.91%
10 to 20 Years
5.08%
20 to 30 Years
11.16%
Over 30 Years
2.67%
Other
0.03%
As of September 30, 2025
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