Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.55%
Stock 99.09%
Bond 0.35%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 72.22%
Mid 17.09%
Small 10.69%
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Region Exposure

% Developed Markets: 99.49%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.51%

Americas 96.59%
96.59%
United States 96.59%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.89%
United Kingdom 0.39%
2.50%
Ireland 0.55%
Netherlands 1.44%
Switzerland 0.51%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.51%

Stock Sector Exposure

Cyclical
27.51%
Materials
1.12%
Consumer Discretionary
10.38%
Financials
13.73%
Real Estate
2.28%
Sensitive
53.70%
Communication Services
11.36%
Energy
2.63%
Industrials
8.34%
Information Technology
31.36%
Defensive
17.93%
Consumer Staples
5.21%
Health Care
10.08%
Utilities
2.64%
Not Classified
0.86%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.86%
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