Asset Allocation

As of December 31, 2025.
Type % Net
Cash 5.97%
Stock 94.03%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 88.28%
Mid 9.46%
Small 2.26%
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Region Exposure

% Developed Markets: 99.45%    % Emerging Markets: 0.55%    % Unidentified Markets: 0.00%

Americas 55.99%
55.43%
Canada 8.21%
United States 47.22%
0.55%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.45%
United Kingdom 7.21%
26.24%
Belgium 0.75%
Denmark 1.52%
France 9.17%
Germany 3.66%
Ireland 1.69%
Italy 0.98%
Netherlands 3.25%
Spain 1.91%
Sweden 0.68%
Switzerland 2.63%
0.00%
0.00%
Greater Asia 10.56%
Japan 4.67%
0.00%
5.89%
Hong Kong 1.58%
Singapore 1.05%
South Korea 0.77%
Taiwan 2.50%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
22.75%
Materials
1.23%
Consumer Discretionary
5.93%
Financials
15.59%
Real Estate
0.00%
Sensitive
57.84%
Communication Services
6.78%
Energy
3.31%
Industrials
21.82%
Information Technology
25.93%
Defensive
19.40%
Consumer Staples
6.40%
Health Care
9.86%
Utilities
3.14%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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