Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.03%
Stock 98.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.41%
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Market Capitalization

As of December 31, 2025
Large 78.08%
Mid 13.12%
Small 8.80%
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Region Exposure

% Developed Markets: 97.46%    % Emerging Markets: 1.13%    % Unidentified Markets: 1.41%

Americas 83.23%
83.16%
United States 83.16%
0.07%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.80%
United Kingdom 4.58%
6.22%
Germany 2.43%
Ireland 0.06%
Netherlands 0.74%
Sweden 0.23%
Switzerland 2.61%
0.00%
0.00%
Greater Asia 4.56%
Japan 1.25%
0.00%
2.19%
Hong Kong 2.19%
1.13%
China 1.13%
Unidentified Region 1.41%

Stock Sector Exposure

Cyclical
23.25%
Materials
1.23%
Consumer Discretionary
13.96%
Financials
7.99%
Real Estate
0.07%
Sensitive
49.15%
Communication Services
8.06%
Energy
1.24%
Industrials
12.82%
Information Technology
27.02%
Defensive
26.19%
Consumer Staples
0.68%
Health Care
25.51%
Utilities
0.00%
Not Classified
1.41%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.41%
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