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ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP

Q3 2025 · Filed 2025-11-10
Market Value
$2.3B
+76.9%
Holdings
23
-1
New Purchases
3
Added To
10
Closed
1
Reduced
8
Top 10 Concentration
88.8%
Turnover
17.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHP 5.43% 0.03% +5.39% $125M
SPLG 4.43% 0.00% +4.43% $102M
EMLC 6.59% 2.67% +3.92% $151M
IAUM 11.15% 8.79% +2.36% $256M
JAAA 2.41% 0.36% +2.05% $55M
IVV 22.92% 21.27% +1.65% $527M
IEMG 1.32% 0.00% +1.32% $30M
VWOB 1.13% 0.00% +1.13% $26M
JPST 4.17% 3.90% +0.28% $96M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPHY 0.00% 6.29% -6.29% $0
XEMD 7.45% 11.80% -4.34% $171M
XHYT 2.03% 4.35% -2.32% $47M
IXUS 10.91% 13.03% -2.12% $251M
XHYI 1.28% 2.76% -1.48% $29M
XHYC 1.08% 2.47% -1.39% $25M
XHYF 1.01% 2.17% -1.16% $23M
ALLW 1.59% 2.63% -1.04% $37M
XHYH 0.74% 1.59% -0.85% $17M
EMB 13.31% 13.89% -0.58% $306M
XHYD 0.44% 0.94% -0.50% $10M
EUSA 0.45% 0.81% -0.36% $10M
XHYE 0.14% 0.25% -0.11% $3M
GOVT 0.01% 0.02% -0.01% $323K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $527M 22.9%
Large Cap 9 $966M 42.0%
Mid Cap 3 $434M 18.9%
Small Cap 3 $218M 9.5%
Micro Cap 7 $155M 6.7%

Portfolio Analytics

Avg Market Cap
$56.5B
Median Market Cap
$5.0B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.70
# Stocks
0
# ETFs / Funds
23

Top Holdings (23 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 22.92% 787,236 $527M $669.31 $250M +341,982 +76.8%
2 EMB 13.31% 3,215,000 $306M $95.19 $125M +1,265,500 +64.9%
3 IAUM 11.15% 6,660,684 $256M $38.50 $142M +3,196,900 +92.3%
4 IXUS 10.91% 3,037,670 $251M $82.58 $82M +847,583 +38.7%
5 XEMD 7.45% 3,920,200 $171M $43.72 $18M +372,800 +10.5%
6 EMLC 6.59% 5,938,700 $151M $25.51 $117M +4,571,900 +334.5%
7 SCHP 5.43% 4,628,695 $125M $26.95 $124M +4,613,294 +29954.5%
8 SPLG 4.43% 1,300,000 $102M $78.34 +1,300,000 NEW
9 JPST 4.17% 1,891,700 $96M $50.73 $45M +891,700 +89.2%
10 JAAA 2.41% 1,092,500 $55M $50.78 $51M +1,000,400 +1086.2%
11 XHYT 2.03% 1,322,000 $47M $35.31 -$10M -289,600 -18.0%
12 ALLW 1.59% 1,310,500 $37M $27.88 $2M
13 IEMG 1.32% 460,000 $30M $65.92 +460,000 NEW
14 XHYI 1.28% 765,000 $29M $38.49 -$6M -169,200 -18.1%
15 VWOB 1.13% 387,800 $26M $66.90 +387,800 NEW
16 XHYC 1.08% 659,000 $25M $37.66 -$7M -196,300 -22.9%
17 XHYF 1.01% 608,000 $23M $38.17 -$5M -133,700 -18.0%
18 XHYH 0.74% 477,000 $17M $35.89 -$4M -105,200 -18.1%
19 EUSA 0.45% 100,000 $10M $102.97 -$249K -6,400 -6.0%
20 XHYD 0.44% 261,000 $10M $38.50 -$2M -57,600 -18.1%
21 XHYE 0.14% 83,400 $3M $39.05 $48K +300 +0.4%
22 GOVT 0.01% 13,957 $323K $23.14 $2K -15 -0.1%
23 SPHY —% -$82M -3,432,661 -100.0% SOLD

New Positions

SymbolValue% Port
SPLG $102M 4.43%
IEMG $30M 1.32%
VWOB $26M 1.13%

Sold Out Positions

SymbolValue% Port
SPHY —%
View SEC EDGAR Filings for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP →

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