Asset Allocation

As of December 31, 2025.
Type % Net
Cash -5.92%
Stock 104.0%
Bond 0.81%
Convertible 0.00%
Preferred 0.00%
Other 1.13%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.81%    % Emerging Markets: -0.03%    % Unidentified Markets: 0.23%

Americas 98.63%
93.60%
Canada 82.21%
United States 11.39%
5.03%
Colombia -0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.19%
United Kingdom -0.08%
1.27%
Belgium -0.00%
France -0.00%
Ireland 1.33%
Italy -0.00%
Netherlands -0.03%
Sweden -0.00%
Switzerland -0.02%
0.00%
-0.00%
Israel -0.00%
Greater Asia -0.04%
Japan 0.00%
-0.01%
Australia -0.01%
-0.02%
Singapore -0.02%
-0.01%
Thailand -0.01%
Unidentified Region 0.23%

Stock Sector Exposure

Cyclical
28.70%
Materials
27.59%
Consumer Discretionary
1.33%
Financials
0.01%
Real Estate
-0.22%
Sensitive
47.88%
Communication Services
6.35%
Energy
19.64%
Industrials
8.39%
Information Technology
13.51%
Defensive
8.84%
Consumer Staples
3.76%
Health Care
5.34%
Utilities
-0.25%
Not Classified
14.58%
Non Classified Equity
19.68%
Not Classified - Non Equity
-5.10%
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