Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.35%
Stock 92.59%
Bond 0.07%
Convertible 0.00%
Preferred 6.88%
Other 0.11%
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Market Capitalization

As of June 30, 2026
Large 88.27%
Mid 8.66%
Small 3.06%
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Region Exposure

% Developed Markets: 98.53%    % Emerging Markets: 1.36%    % Unidentified Markets: 0.11%

Americas 62.95%
62.95%
United States 62.95%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.38%
United Kingdom 0.00%
9.38%
Germany 1.99%
Ireland 0.78%
Netherlands 6.60%
0.00%
0.00%
Greater Asia 27.57%
Japan 1.89%
0.00%
24.31%
South Korea 10.38%
Taiwan 13.93%
1.36%
China 1.36%
Unidentified Region 0.11%

Stock Sector Exposure

Cyclical
2.07%
Materials
0.00%
Consumer Discretionary
2.07%
Financials
0.00%
Real Estate
0.00%
Sensitive
97.93%
Communication Services
0.47%
Energy
0.00%
Industrials
1.97%
Information Technology
95.49%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 2026
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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