Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.01%
Stock 98.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.54%
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Market Capitalization

As of December 31, 2025
Large 73.75%
Mid 17.08%
Small 9.17%
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Region Exposure

% Developed Markets: 98.46%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.54%

Americas 81.61%
81.61%
United States 81.61%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.85%
United Kingdom 7.44%
6.41%
Ireland 1.21%
Netherlands 3.60%
Switzerland 1.60%
0.00%
0.00%
Greater Asia 3.00%
Japan 0.00%
0.00%
3.00%
Taiwan 3.00%
0.00%
Unidentified Region 1.54%

Stock Sector Exposure

Cyclical
31.47%
Materials
2.16%
Consumer Discretionary
9.48%
Financials
19.83%
Real Estate
0.00%
Sensitive
43.78%
Communication Services
7.46%
Energy
7.54%
Industrials
16.19%
Information Technology
12.58%
Defensive
23.14%
Consumer Staples
4.89%
Health Care
11.17%
Utilities
7.09%
Not Classified
1.61%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.61%
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