Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.32%
Stock 99.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 73.62%
Mid 20.81%
Small 5.57%
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Region Exposure

% Developed Markets: 99.07%    % Emerging Markets: 0.49%    % Unidentified Markets: 0.44%

Americas 73.97%
73.47%
Canada 1.23%
United States 72.24%
0.49%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.28%
United Kingdom 2.25%
16.02%
Denmark 0.35%
Finland 0.94%
France 0.15%
Germany 1.49%
Ireland 0.14%
Italy 3.74%
Norway 0.91%
Portugal 0.11%
Spain 2.16%
Sweden 0.74%
Switzerland 5.30%
0.00%
0.00%
Israel 0.00%
Greater Asia 7.32%
Japan 4.63%
1.51%
Australia 1.44%
1.18%
Hong Kong 0.45%
Singapore 0.73%
0.00%
Unidentified Region 0.44%

Stock Sector Exposure

Cyclical
27.73%
Materials
3.06%
Consumer Discretionary
10.05%
Financials
14.61%
Real Estate
0.00%
Sensitive
53.53%
Communication Services
6.56%
Energy
2.49%
Industrials
12.33%
Information Technology
32.15%
Defensive
18.75%
Consumer Staples
4.14%
Health Care
11.31%
Utilities
3.30%
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