Asset Allocation

As of June 30, 2026.
Type % Net
Cash 4.50%
Stock 95.49%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of June 30, 2026
Large 97.91%
Mid 1.77%
Small 0.32%
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Region Exposure

% Developed Markets: 99.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.07%

Americas 32.58%
32.58%
United States 32.58%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.76%
United Kingdom 20.75%
31.55%
France 4.60%
Germany 13.15%
Italy 2.95%
Netherlands 5.17%
Spain 3.17%
0.00%
3.46%
Israel 3.46%
Greater Asia 11.59%
Japan 3.48%
0.00%
8.11%
Taiwan 8.11%
0.00%
Unidentified Region 0.07%

Stock Sector Exposure

Cyclical
17.76%
Materials
4.57%
Consumer Discretionary
6.76%
Financials
6.43%
Real Estate
0.00%
Sensitive
74.44%
Communication Services
6.55%
Energy
0.00%
Industrials
28.90%
Information Technology
38.99%
Defensive
7.81%
Consumer Staples
4.19%
Health Care
3.62%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 2026
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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