Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.15%
Stock 99.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 81.16%
Mid 14.93%
Small 3.91%
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Region Exposure

% Developed Markets: 100.00%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 97.59%
97.50%
Canada 0.05%
United States 97.45%
0.08%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.31%
United Kingdom 0.44%
1.87%
Ireland 1.46%
Netherlands 0.09%
Switzerland 0.31%
0.00%
0.00%
Greater Asia 0.10%
Japan 0.00%
0.00%
0.10%
Singapore 0.10%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
27.50%
Materials
1.83%
Consumer Discretionary
10.57%
Financials
13.31%
Real Estate
1.78%
Sensitive
55.97%
Communication Services
10.57%
Energy
2.81%
Industrials
7.89%
Information Technology
34.70%
Defensive
16.39%
Consumer Staples
4.55%
Health Care
9.60%
Utilities
2.25%
Not Classified
0.14%
Non Classified Equity
0.14%
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