Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.60%
Stock 98.78%
Bond 0.69%
Convertible 0.00%
Preferred 0.00%
Other 1.13%
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Market Capitalization

As of December 31, 2025
Large 66.91%
Mid 18.20%
Small 14.89%
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Region Exposure

% Developed Markets: 99.47%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.53%

Americas 96.21%
96.21%
United States 96.21%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.25%
United Kingdom 1.54%
1.71%
Ireland 1.03%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
28.99%
Materials
2.65%
Consumer Discretionary
11.37%
Financials
14.18%
Real Estate
0.79%
Sensitive
54.88%
Communication Services
8.97%
Energy
1.70%
Industrials
8.91%
Information Technology
35.30%
Defensive
15.00%
Consumer Staples
2.76%
Health Care
10.71%
Utilities
1.54%
Not Classified
1.13%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.13%
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