Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.10%
Stock 79.09%
Bond 11.14%
Convertible 0.00%
Preferred 7.17%
Other 1.51%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.59%    % Emerging Markets: 0.07%    % Unidentified Markets: 0.34%

Americas 97.22%
95.47%
Canada 81.30%
United States 14.17%
1.75%
Mexico 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.36%
United Kingdom 0.81%
1.55%
Denmark 0.00%
France 0.05%
Germany 0.65%
Ireland 0.79%
Netherlands 0.00%
Spain 0.04%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.08%
Japan 0.00%
0.07%
Australia 0.07%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 0.34%

Bond Credit Quality Exposure

AAA 26.59%
AA 10.83%
A 18.39%
BBB 21.44%
BB 6.45%
B 1.83%
Below B 0.17%
    CCC 0.17%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.22%
Not Available 14.08%
Short Term 0.00%
As of December 31, 2025
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Stock Sector Exposure

Cyclical
61.39%
Materials
1.40%
Consumer Discretionary
5.46%
Financials
54.53%
Real Estate
0.00%
Sensitive
29.79%
Communication Services
0.95%
Energy
10.03%
Industrials
14.53%
Information Technology
4.28%
Defensive
8.43%
Consumer Staples
2.83%
Health Care
2.22%
Utilities
3.38%
Not Classified
0.40%
Non Classified Equity
0.27%
Not Classified - Non Equity
0.13%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 27.70%
Corporate 44.08%
Securitized 0.29%
Municipal 17.02%
Other 10.91%
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Bond Maturity Exposure

Short Term
0.81%
Less than 1 Year
0.81%
Intermediate
66.44%
1 to 3 Years
5.61%
3 to 5 Years
13.24%
5 to 10 Years
47.59%
Long Term
31.31%
10 to 20 Years
7.71%
20 to 30 Years
15.13%
Over 30 Years
8.47%
Other
1.45%
As of December 31, 2025
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