Asset Allocation

As of February 28, 2026.
Type % Net
Cash 10.96%
Stock 65.45%
Bond 23.59%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2026
Large 79.56%
Mid 15.77%
Small 4.67%
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Region Exposure

% Developed Markets: 89.04%    % Emerging Markets: 0.00%    % Unidentified Markets: 10.96%

Americas 64.77%
64.77%
Canada 4.40%
United States 60.37%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.75%
United Kingdom 5.48%
13.26%
Denmark 0.70%
France 1.68%
Germany 1.44%
Ireland 4.07%
Italy 1.44%
Netherlands 0.98%
Spain 0.74%
Sweden 0.51%
Switzerland 1.68%
0.00%
0.00%
Greater Asia 5.52%
Japan 1.98%
0.67%
Australia 0.67%
2.87%
Taiwan 2.87%
0.00%
Unidentified Region 10.96%

Bond Credit Quality Exposure

AAA 8.29%
AA 48.28%
A 20.00%
BBB 23.43%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 0.00%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
32.65%
Materials
14.68%
Consumer Discretionary
10.23%
Financials
7.75%
Real Estate
0.00%
Sensitive
49.37%
Communication Services
6.21%
Energy
1.19%
Industrials
17.93%
Information Technology
24.03%
Defensive
17.98%
Consumer Staples
4.93%
Health Care
7.99%
Utilities
5.05%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 33.79%
Corporate 42.45%
Securitized 0.00%
Municipal 19.50%
Other 4.25%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
46.61%
1 to 3 Years
10.30%
3 to 5 Years
21.75%
5 to 10 Years
14.57%
Long Term
53.39%
10 to 20 Years
18.08%
20 to 30 Years
26.92%
Over 30 Years
8.39%
Other
0.00%
As of February 28, 2026
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