Asset Allocation

As of June 30, 2026.
Type % Net
Cash 52.75%
Stock 39.81%
Bond 5.77%
Convertible 0.00%
Preferred 0.00%
Other 1.68%
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Market Capitalization

As of June 30, 2026
Large 100.0%
Mid 0.00%
Small 0.00%
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Region Exposure

% Developed Markets: 48.72%    % Emerging Markets: 0.00%    % Unidentified Markets: 51.28%

Americas 9.09%
9.01%
Canada 0.01%
United States 9.00%
0.07%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.60%
United Kingdom 9.22%
30.38%
Belgium 0.44%
Denmark 0.79%
France 7.23%
Germany 4.90%
Ireland 0.00%
Italy 1.70%
Netherlands 5.42%
Spain 2.59%
Switzerland 7.30%
0.00%
0.00%
Greater Asia 0.03%
Japan 0.01%
0.01%
Australia 0.01%
0.01%
Singapore 0.00%
South Korea 0.01%
0.00%
Unidentified Region 51.28%

Bond Credit Quality Exposure

AAA 13.41%
AA 3.72%
A 3.78%
BBB 7.33%
BB 1.61%
B 0.33%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 58.89%
Not Available 10.94%
Short Term 0.00%
As of June 30, 2026
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Stock Sector Exposure

Cyclical
26.79%
Materials
2.55%
Consumer Discretionary
4.27%
Financials
19.97%
Real Estate
0.00%
Sensitive
32.50%
Communication Services
1.06%
Energy
5.56%
Industrials
15.49%
Information Technology
10.40%
Defensive
26.31%
Consumer Staples
8.08%
Health Care
14.52%
Utilities
3.71%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 2026
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 2.15%
Corporate 10.05%
Securitized 30.33%
Municipal 0.00%
Other 57.47%
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Bond Maturity Exposure

Short Term
4.30%
Less than 1 Year
4.30%
Intermediate
11.31%
1 to 3 Years
4.95%
3 to 5 Years
4.25%
5 to 10 Years
2.10%
Long Term
27.54%
10 to 20 Years
11.17%
20 to 30 Years
9.47%
Over 30 Years
6.89%
Other
56.85%
As of June 30, 2026
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