Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.10%
Stock 94.50%
Bond 5.21%
Convertible 0.00%
Preferred 0.00%
Other 0.19%
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Market Capitalization

As of December 31, 2025
Large 75.71%
Mid 22.65%
Small 1.64%
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Region Exposure

% Developed Markets: 89.03%    % Emerging Markets: 10.78%    % Unidentified Markets: 0.19%

Americas 7.20%
6.69%
Canada 5.31%
United States 1.39%
0.51%
Brazil 0.51%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.10%
United Kingdom 20.81%
35.30%
Belgium 0.14%
Finland 4.04%
France 3.76%
Germany 3.38%
Ireland 5.06%
Italy 7.07%
Netherlands 6.41%
Norway 1.56%
Sweden 0.79%
Switzerland 3.09%
0.00%
0.00%
Greater Asia 36.50%
Japan 13.77%
0.00%
12.46%
Singapore 1.59%
South Korea 2.89%
Taiwan 7.99%
10.27%
China 7.13%
India 3.14%
Unidentified Region 0.19%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
32.07%
Materials
2.52%
Consumer Discretionary
4.58%
Financials
24.97%
Real Estate
0.00%
Sensitive
57.96%
Communication Services
9.39%
Energy
2.68%
Industrials
28.52%
Information Technology
17.37%
Defensive
9.98%
Consumer Staples
2.13%
Health Care
7.85%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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