Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.10%
Stock 99.82%
Bond 0.08%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 86.99%
Mid 12.05%
Small 0.96%
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Region Exposure

% Developed Markets: 99.89%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.11%

Americas 93.29%
93.29%
Canada 2.16%
United States 91.13%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.27%
United Kingdom 0.86%
3.41%
Ireland 1.67%
Netherlands 1.08%
0.00%
0.00%
Greater Asia 2.32%
Japan 0.00%
0.00%
2.32%
Taiwan 2.32%
0.00%
Unidentified Region 0.11%

Stock Sector Exposure

Cyclical
19.94%
Materials
0.30%
Consumer Discretionary
13.50%
Financials
5.35%
Real Estate
0.79%
Sensitive
72.43%
Communication Services
14.45%
Energy
0.77%
Industrials
8.56%
Information Technology
48.65%
Defensive
6.43%
Consumer Staples
1.27%
Health Care
5.16%
Utilities
0.00%
Not Classified
1.20%
Non Classified Equity
1.01%
Not Classified - Non Equity
0.19%
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