Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.17%
Stock 98.15%
Bond -0.20%
Convertible 0.00%
Preferred 1.91%
Other -0.03%
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Market Capitalization

As of December 31, 2025
Large 80.97%
Mid 11.36%
Small 7.67%
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Region Exposure

% Developed Markets: 97.03%    % Emerging Markets: 0.36%    % Unidentified Markets: 2.61%

Americas 88.76%
88.29%
Canada 3.99%
United States 84.30%
0.48%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.91%
United Kingdom 0.19%
3.96%
Belgium -0.16%
Denmark 0.28%
France 0.71%
Germany -0.15%
Ireland -0.22%
Netherlands 2.71%
Sweden -0.00%
Switzerland -0.16%
0.00%
-0.24%
Israel -0.24%
Greater Asia 4.71%
Japan 0.00%
-0.00%
Australia -0.00%
4.99%
Hong Kong 0.43%
Singapore 1.31%
South Korea 0.16%
Taiwan 3.10%
-0.27%
India -0.27%
Unidentified Region 2.61%

Stock Sector Exposure

Cyclical
17.08%
Materials
1.15%
Consumer Discretionary
14.49%
Financials
1.48%
Real Estate
-0.04%
Sensitive
70.86%
Communication Services
13.94%
Energy
0.65%
Industrials
5.89%
Information Technology
50.39%
Defensive
9.43%
Consumer Staples
-0.65%
Health Care
7.02%
Utilities
3.05%
Not Classified
2.62%
Non Classified Equity
2.66%
Not Classified - Non Equity
-0.03%
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