Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.86%
Stock 59.01%
Bond 37.98%
Convertible 0.00%
Preferred 0.01%
Other 2.15%
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Market Capitalization

As of December 31, 2025
Large 64.74%
Mid 14.95%
Small 20.31%
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Region Exposure

% Developed Markets: 82.58%    % Emerging Markets: 0.51%    % Unidentified Markets: 16.90%

Americas 81.30%
80.97%
Canada 0.04%
United States 80.93%
0.32%
Argentina 0.02%
Brazil 0.05%
Chile 0.02%
Colombia 0.02%
Mexico 0.05%
Peru 0.02%
Venezuela 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.69%
United Kingdom 0.41%
1.06%
Austria 0.00%
Belgium 0.00%
Denmark 0.00%
France 0.03%
Germany 0.00%
Greece 0.00%
Ireland 0.64%
Italy 0.01%
Netherlands 0.02%
Norway 0.00%
Portugal 0.00%
Spain 0.00%
Sweden 0.00%
Switzerland 0.16%
0.08%
Poland 0.02%
Turkey 0.03%
0.14%
Egypt 0.01%
Israel 0.00%
Nigeria 0.01%
Qatar 0.00%
Saudi Arabia 0.02%
South Africa 0.02%
United Arab Emirates 0.02%
Greater Asia 0.11%
Japan 0.01%
0.02%
Australia 0.02%
0.01%
Hong Kong 0.00%
Singapore 0.00%
South Korea 0.00%
Taiwan 0.00%
0.08%
China 0.01%
India 0.00%
Indonesia 0.02%
Kazakhstan 0.01%
Malaysia 0.01%
Pakistan 0.00%
Philippines 0.02%
Unidentified Region 16.90%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
9.88%
Materials
1.52%
Consumer Discretionary
3.71%
Financials
4.65%
Real Estate
0.00%
Sensitive
44.61%
Communication Services
9.55%
Energy
1.98%
Industrials
6.05%
Information Technology
27.03%
Defensive
5.61%
Consumer Staples
0.98%
Health Care
3.20%
Utilities
1.43%
Not Classified
39.89%
Non Classified Equity
0.03%
Not Classified - Non Equity
39.87%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 58.61%
Corporate 2.76%
Securitized 2.23%
Municipal 0.05%
Other 36.35%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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