Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 99.07%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.93%
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Market Capitalization

As of December 31, 2025
Large 91.34%
Mid 6.20%
Small 2.47%
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Region Exposure

% Developed Markets: 99.07%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.93%

Americas 73.37%
73.37%
United States 73.37%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.77%
United Kingdom 6.90%
13.87%
Denmark 0.82%
France 4.65%
Germany 2.25%
Ireland 2.34%
Netherlands 1.69%
Spain 0.69%
Switzerland 1.44%
0.00%
0.00%
Greater Asia 4.93%
Japan 0.00%
0.00%
4.93%
Taiwan 4.93%
0.00%
Unidentified Region 0.93%

Stock Sector Exposure

Cyclical
16.40%
Materials
0.00%
Consumer Discretionary
9.24%
Financials
7.15%
Real Estate
0.00%
Sensitive
51.25%
Communication Services
9.73%
Energy
0.00%
Industrials
3.55%
Information Technology
37.96%
Defensive
31.43%
Consumer Staples
7.40%
Health Care
24.03%
Utilities
0.00%
Not Classified
0.92%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.92%
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