Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.72%
Stock 43.37%
Bond 18.49%
Convertible 0.00%
Preferred 37.50%
Other -0.08%
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Market Capitalization

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

% Developed Markets: 8.47%    % Emerging Markets: 1.18%    % Unidentified Markets: 90.35%

Americas 3.63%
3.49%
Canada 0.00%
United States 3.49%
0.13%
Brazil 0.07%
Chile 0.01%
Colombia 0.00%
Mexico 0.04%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.22%
United Kingdom 0.57%
2.37%
Austria 0.02%
Belgium 0.04%
Denmark 0.08%
Finland 0.05%
France 0.35%
Germany 0.53%
Greece 0.01%
Ireland 0.12%
Italy 0.12%
Netherlands 0.28%
Norway 0.03%
Portugal 0.01%
Spain 0.14%
Sweden 0.14%
Switzerland 0.44%
0.03%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.02%
0.25%
Egypt 0.00%
Israel 0.06%
Qatar 0.01%
Saudi Arabia 0.06%
South Africa 0.07%
United Arab Emirates 0.03%
Greater Asia 2.80%
Japan 0.95%
0.33%
Australia 0.32%
0.63%
Hong Kong 0.15%
Singapore 0.08%
Taiwan 0.40%
0.89%
China 0.46%
India 0.34%
Indonesia 0.02%
Malaysia 0.03%
Philippines 0.01%
Thailand 0.03%
Unidentified Region 90.35%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
3.41%
Materials
0.52%
Consumer Discretionary
0.83%
Financials
1.89%
Real Estate
0.18%
Sensitive
3.23%
Communication Services
0.41%
Energy
0.28%
Industrials
1.25%
Information Technology
1.30%
Defensive
4.60%
Consumer Staples
0.55%
Health Care
3.78%
Utilities
0.27%
Not Classified
88.75%
Non Classified Equity
87.34%
Not Classified - Non Equity
1.42%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 2.11%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 97.88%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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