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UNIVERSITY OF CHICAGO

455 NORTH CITYFRONT PLAZA, SUITE 3200, CHICAGO, IL 60611 • (312) 595-1000

Q4 2025 · Filed 2026-02-06
Market Value
$207M
+1.0%
Holdings
12
+1
New Purchases
1
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
99.9%
Turnover
8.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 64.86% 64.04% +0.82% $134M
VT 16.31% 16.10% +0.21% $34M
FIVE 0.11% 0.00% +0.11% $235K
ODFL 0.11% 0.10% +0.01% $235K
SPGI 0.16% 0.15% +0.01% $340K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 17.73% 18.78% -1.05% $37M
RACE 0.13% 0.18% -0.04% $277K
PYXS 0.03% 0.05% -0.03% $56K
PANW 0.14% 0.16% -0.02% $287K
EXP 0.10% 0.11% -0.01% $207K
SCI 0.12% 0.13% -0.01% $253K
BKNG 0.19% 0.19% -0.00% $391K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 99.5%
Consumer Cyclical 0.3%
Technology 0.1%
Industrials 0.1%
Healthcare 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $171M 82.6%
Large Cap 8 $36M 17.3%
Mid Cap 1 $207K 0.1%
Micro Cap 1 $56K 0.0%

Portfolio Analytics

Avg Market Cap
$257.7B
Median Market Cap
$76.6B
Avg P/E
41.3
Median P/E
29.7
Avg Dividend Yield
0.01%
Avg Beta
1.04
# Stocks
9
# ETFs / Funds
3

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 64.86% 195,789 $134M $684.94 $3M
2 VOO 17.73% 58,449 $37M $627.13 -$2M -4,123 -6.6%
3 VT 16.31% 239,037 $34M $141.06 $779K
4 BKNG 0.19% 73 $391K $5,355.33 -$3K
5 SPGI 0.16% 650 $340K $522.59 $23K
6 PANW 0.14% 1,560 $287K $184.20 -$30K
7 RACE 0.13% 750 $277K $369.56 -$87K
8 SCI 0.12% 3,250 $253K $77.97 -$17K
9 FIVE 0.11% 1,250 $235K $188.36 +1,250 NEW
10 ODFL 0.11% 1,500 $235K $156.80 $24K
11 EXP 0.10% 1,000 $207K $206.68 -$26K
12 PYXS 0.03% 48,731 $56K $1.15 -$52K

New Positions

SymbolValue% Port
FIVE $235K 0.11%
View SEC EDGAR Filings for UNIVERSITY OF CHICAGO →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms