Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.84%
Stock 98.49%
Bond 0.23%
Convertible 0.00%
Preferred 0.00%
Other -0.57%
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Market Capitalization

As of December 31, 2025
Large 7.22%
Mid 46.10%
Small 46.68%
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Region Exposure

% Developed Markets: 100.3%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.28%

Americas 95.55%
95.55%
United States 95.55%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.73%
United Kingdom 0.00%
4.73%
Ireland 2.06%
Italy 1.09%
Netherlands 1.58%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.28%

Stock Sector Exposure

Cyclical
30.55%
Materials
3.14%
Consumer Discretionary
16.53%
Financials
8.41%
Real Estate
2.47%
Sensitive
47.38%
Communication Services
0.00%
Energy
0.00%
Industrials
24.80%
Information Technology
22.58%
Defensive
20.02%
Consumer Staples
1.82%
Health Care
18.19%
Utilities
0.00%
Not Classified
2.04%
Non Classified Equity
1.51%
Not Classified - Non Equity
0.53%
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