Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.03%
Stock 97.80%
Bond 2.20%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of December 31, 2025
Large 62.59%
Mid 20.66%
Small 16.75%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.04%

Americas 99.49%
99.49%
Canada 0.13%
United States 99.36%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.55%
United Kingdom 0.00%
0.55%
Ireland 0.55%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.04%

Stock Sector Exposure

Cyclical
36.36%
Materials
5.86%
Consumer Discretionary
7.12%
Financials
23.38%
Real Estate
0.00%
Sensitive
36.65%
Communication Services
7.09%
Energy
0.00%
Industrials
12.65%
Information Technology
16.92%
Defensive
26.99%
Consumer Staples
3.53%
Health Care
19.76%
Utilities
3.70%
Not Classified
0.00%
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