Asset Allocation

As of December 31, 2025.
Type % Net
Cash -14.83%
Stock 115.2%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.35%
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Market Capitalization

As of December 31, 2025
Large 85.09%
Mid 13.00%
Small 1.90%
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Region Exposure

% Developed Markets: 116.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -16.14%

Americas 69.24%
69.24%
Canada 5.15%
United States 64.09%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.71%
United Kingdom 13.33%
20.58%
Belgium 1.01%
Denmark 1.90%
Finland 0.73%
France 4.07%
Germany 1.67%
Ireland 1.99%
Italy 1.95%
Netherlands 2.90%
Norway 0.04%
Spain 2.54%
Sweden 0.00%
Switzerland 1.78%
0.00%
0.79%
Israel 0.79%
Greater Asia 12.19%
Japan 4.87%
1.68%
Australia 1.68%
5.64%
Hong Kong 0.86%
Singapore 2.35%
Taiwan 2.43%
0.00%
Unidentified Region -16.14%

Stock Sector Exposure

Cyclical
32.17%
Materials
0.00%
Consumer Discretionary
10.32%
Financials
21.85%
Real Estate
0.00%
Sensitive
48.55%
Communication Services
8.84%
Energy
1.62%
Industrials
8.64%
Information Technology
29.45%
Defensive
19.28%
Consumer Staples
2.93%
Health Care
13.09%
Utilities
3.26%
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