Asset Allocation

As of December 31, 2025.
Type % Net
Cash -6.82%
Stock 110.9%
Bond -12.78%
Convertible 0.00%
Preferred 0.06%
Other 8.68%
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Market Capitalization

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

% Developed Markets: 100.9%    % Emerging Markets: 0.75%    % Unidentified Markets: -1.68%

Americas 92.70%
85.58%
Canada 23.21%
United States 62.37%
7.12%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.27%
United Kingdom 0.84%
0.87%
Ireland 0.87%
0.00%
5.57%
Israel 5.57%
Greater Asia 1.72%
Japan 0.00%
0.00%
0.97%
Hong Kong 0.51%
Singapore 0.40%
Taiwan 0.06%
0.75%
China 0.75%
Unidentified Region -1.68%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 100.0%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
34.17%
Materials
3.37%
Consumer Discretionary
8.44%
Financials
15.48%
Real Estate
6.88%
Sensitive
22.27%
Communication Services
5.27%
Energy
0.54%
Industrials
7.33%
Information Technology
9.13%
Defensive
14.93%
Consumer Staples
0.31%
Health Care
13.04%
Utilities
1.58%
Not Classified
28.62%
Non Classified Equity
30.54%
Not Classified - Non Equity
-1.91%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
100.0%
Less than 1 Year
100.0%
Intermediate
0.00%
1 to 3 Years
0.00%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of December 31, 2025
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