Asset Allocation

As of June 30, 2026.
Type % Net
Cash 4.90%
Stock 95.10%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 1.13%
Mid 7.38%
Small 91.48%
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Region Exposure

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

Americas 93.44%
93.44%
Canada 2.14%
United States 91.30%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.56%
United Kingdom 3.93%
2.63%
Denmark 0.98%
Ireland 1.21%
Switzerland 0.44%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
20.82%
Materials
6.30%
Consumer Discretionary
7.96%
Financials
4.30%
Real Estate
2.26%
Sensitive
45.73%
Communication Services
0.54%
Energy
4.21%
Industrials
23.46%
Information Technology
17.51%
Defensive
33.46%
Consumer Staples
3.10%
Health Care
30.36%
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