Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.00%
Stock 66.16%
Bond 30.96%
Convertible 0.00%
Preferred 0.00%
Other 2.88%
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Market Capitalization

As of September 30, 2025
Large 78.90%
Mid 16.95%
Small 4.15%
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Region Exposure

% Developed Markets: 95.32%    % Emerging Markets: 1.23%    % Unidentified Markets: 3.45%

Americas 51.55%
51.39%
Canada 0.92%
United States 50.47%
0.17%
Chile 0.02%
Mexico 0.13%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.49%
United Kingdom 9.32%
21.60%
Austria 1.48%
Belgium 0.64%
Denmark 0.79%
Finland 0.60%
France 6.07%
Germany 2.77%
Ireland 1.98%
Italy 0.84%
Netherlands 0.76%
Norway 0.18%
Portugal 0.09%
Spain 0.39%
Sweden 1.12%
Switzerland 2.97%
0.03%
0.54%
Israel 0.10%
Saudi Arabia 0.44%
Greater Asia 13.50%
Japan 8.84%
0.39%
Australia 0.39%
3.96%
Hong Kong 1.08%
South Korea 1.28%
Taiwan 1.60%
0.32%
China 0.32%
Unidentified Region 3.45%

Bond Credit Quality Exposure

AAA 11.44%
AA 15.32%
A 26.06%
BBB 37.46%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 9.72%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
31.21%
Materials
1.77%
Consumer Discretionary
6.77%
Financials
20.32%
Real Estate
2.36%
Sensitive
38.31%
Communication Services
4.08%
Energy
5.81%
Industrials
14.14%
Information Technology
14.29%
Defensive
26.44%
Consumer Staples
6.17%
Health Care
14.36%
Utilities
5.91%
Not Classified
4.04%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.04%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 20.30%
Corporate 65.20%
Securitized 11.89%
Municipal 2.44%
Other 0.17%
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Bond Maturity Exposure

Short Term
2.51%
Less than 1 Year
2.51%
Intermediate
65.38%
1 to 3 Years
13.94%
3 to 5 Years
18.99%
5 to 10 Years
32.44%
Long Term
32.11%
10 to 20 Years
14.99%
20 to 30 Years
16.08%
Over 30 Years
1.03%
Other
0.00%
As of September 30, 2025
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