Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.23%
Stock 99.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2025
Large 61.48%
Mid 22.64%
Small 15.88%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.03%

Americas 96.41%
96.41%
Canada 1.89%
United States 94.52%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.62%
United Kingdom 1.43%
2.19%
Germany 1.13%
Ireland 1.06%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.03%

Stock Sector Exposure

Cyclical
29.11%
Materials
1.31%
Consumer Discretionary
11.34%
Financials
14.84%
Real Estate
1.62%
Sensitive
55.46%
Communication Services
7.97%
Energy
3.54%
Industrials
12.98%
Information Technology
30.96%
Defensive
15.43%
Consumer Staples
2.18%
Health Care
13.25%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of December 31, 2025
View Region Exposure
Start Trial

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