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Hirtle Callaghan & Co LLC

Q2 2025 · Filed 2025-08-14
Market Value
$2.6B
+2.7%
Holdings
113
-14
New Purchases
6
Added To
25
Closed
9
Reduced
48
Top 10 Concentration
77.1%
Turnover
13.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 24.77% 23.13% +1.64% $653M
IVV 9.21% 8.38% +0.82% $243M
IEFA 11.47% 10.71% +0.76% $303M
EFA 6.87% 6.49% +0.37% $181M
IEMG 4.68% 4.34% +0.33% $123M
EEM 3.53% 3.20% +0.33% $93M
VONE 1.10% 0.78% +0.31% $29M
VUG 2.67% 2.37% +0.30% $70M
VTI 2.54% 2.32% +0.22% $67M
IWF 1.66% 1.45% +0.22% $44M
ACWI 0.22% 0.08% +0.14% $6M
AGG 0.26% 0.17% +0.08% $7M
GOOGL 0.69% 0.62% +0.07% $18M
PM 0.51% 0.46% +0.05% $13M
SPDW 0.06% 0.01% +0.05% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BND 1.20% 3.76% -2.56% $32M
VOO 5.70% 7.26% -1.56% $150M
HYG 0.04% 0.43% -0.39% $991K
GOVT 3.84% 4.13% -0.29% $101M
RSP 0.01% 0.24% -0.22% $358K
VWO 2.68% 2.82% -0.14% $71M
VEA 4.36% 4.44% -0.07% $115M
SPMB 0.98% 1.05% -0.07% $26M
VCIT 1.06% 1.13% -0.07% $28M
IJH 0.11% 0.16% -0.05% $3M
VT 0.04% 0.09% -0.05% $1M
VTV 2.08% 2.12% -0.05% $55M
SHV 0.00% 0.05% -0.05% $0
SHY 0.00% 0.04% -0.04% $0
SCHP 0.40% 0.43% -0.04% $10M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 28 $1.4B 54.4%
Large Cap 64 $1.1B 42.8%
Mid Cap 11 $56M 2.1%
Small Cap 9 $13M 0.5%
Micro Cap 1 $5M 0.2%

Portfolio Analytics

Avg Market Cap
$383.7B
Median Market Cap
$50.7B
Avg P/E
25.1
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
29
# ETFs / Funds
84

Top Holdings (113 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 24.77% 1,057,434 $653M $617.85 $59M -4,271 -0.4%
2 IEFA 11.47% 3,625,084 $303M $83.48 $28M -11,300 -0.3%
3 IVV 9.21% 391,136 $243M $620.90 $28M +8,107 +2.1%
4 EFA 6.87% 2,026,927 $181M $89.39 $14M -13,173 -0.7%
5 VOO 5.70% 264,895 $150M $568.03 -$36M -98,073 -27.0%
6 IEMG 4.68% 2,054,802 $123M $60.03 $12M -11,681 -0.6%
7 VEA 4.36% 2,019,031 $115M $57.01 $1M -222,384 -9.9%
8 GOVT 3.84% 4,407,007 $101M $22.98 -$5M -203,018 -4.4%
9 EEM 3.53% 1,929,822 $93M $48.24 $11M +48,299 +2.6%
10 VWO 2.68% 1,427,947 $71M $49.46 -$2M -170,694 -10.7%
11 VUG 2.67% 160,665 $70M $438.40 $10M -3,442 -2.1%
12 VTI 2.54% 220,885 $67M $303.93 $8M +4,018 +1.9%
13 VTV 2.08% 309,911 $55M $176.74 $279K -5,560 -1.8%
14 IWF 1.66% 103,343 $44M $424.58 $7M +554 +0.5%
15 BND 1.20% 429,888 $32M $73.63 -$65M -882,996 -67.3%
16 VONE 1.10% 103,008 $29M $280.86 $9M +23,617 +29.8%
17 VCIT 1.06% 336,021 $28M $82.92 -$1M -17,929 -5.1%
18 SPMB 0.98% 1,168,958 $26M $22.10 -$1M -54,893 -4.5%
19 VTEB 0.75% 401,285 $20M $49.03 -$237K
20 GOOGL 0.69% 102,759 $18M $176.23 $2M -224 -0.2%
21 IWD 0.61% 82,474 $16M $194.23 $473K -145 -0.2%
22 GBDC 0.51% 926,223 $14M $14.65 $786K +81,875 +9.7%
23 PM 0.51% 74,106 $13M $182.13 $2M -306 -0.4%
24 MO 0.49% 218,630 $13M $58.63 -$304K -1
25 SCHP 0.40% 392,215 $10M $26.68 -$639K -20,686 -5.0%
26 VGK 0.32% 108,277 $8M $77.50 $1M +8,492 +8.5%
27 XLB 0.31% 92,920 $8M $87.81 $125K -525 -0.6%
28 GOOG 0.28% 41,584 $7M $177.39 $73K -5,165 -11.1%
29 AGG 0.26% 68,318 $7M $99.20 $2M +23,624 +52.9%
30 MUB 0.25% 64,201 $7M $104.48 $192K +2,403 +3.9%
31 IWB 0.25% 19,087 $6M $339.57 $689K +203 +1.1%
32 VGSH 0.23% 105,183 $6M $58.78 -$317K -5,565 -5.0%
33 TIP 0.23% 53,964 $6M $110.04 -$108K -464 -0.8%
34 ACWI 0.22% 46,051 $6M $128.60 $4M +27,420 +147.2%
35 PRF 0.21% 131,777 $6M $42.27 $519K +6,777 +5.4%
36 CEFA 0.21% 158,200 $5M $34.34 $769K +19,200 +13.8%
37 CATH 0.20% 68,691 $5M $75.45 -$246K -11,684 -14.5%
38 IVW 0.13% 31,130 $3M $110.10 $536K -16 -0.1%
39 VMBS 0.12% 67,313 $3M $46.34 $145K +3,084 +4.8%
40 LTPZ 0.11% 56,325 $3M $52.47 -$133K
41 IJH 0.11% 47,336 $3M $62.02 -$1M -24,111 -33.8%
42 EMXC 0.10% 41,029 $3M $63.14 -$21K -6,368 -13.4%
43 VCSH 0.10% 32,423 $3M $79.50 $10K -100 -0.3%
44 IGSB 0.09% 46,920 $2M $52.76 $11K -139 -0.3%
45 VB 0.09% 10,069 $2M $236.98 $274K +542 +5.7%
46 TSM 0.09% 10,327 $2M $226.49 $625K
47 VTIP 0.09% 46,159 $2M $50.27 $17K
48 IWM 0.08% 9,580 $2M $215.79 $156K
49 SPSB 0.08% 66,909 $2M $30.19 -$2K -268 -0.4%
50 IVE 0.07% 10,100 $2M $195.42 $27K -115 -1.1%
51 SUB 0.06% 15,951 $2M $106.34 $12K
52 MSFT 0.06% 3,192 $2M $497.41 -$105K -1,316 -29.2%
53 SPDW 0.06% 38,862 $2M $40.49 $1M +29,671 +322.8%
54 TLT 0.06% 17,093 $2M $88.25 $462K +5,600 +48.7%
55 BRK-A 0.06% 2 $1M $728,800.00 -$139K
56 CNYA 0.05% 46,964 $1M $28.71 -$207K -8,542 -15.4%
57 NVO 0.05% 19,457 $1M $69.02 $54K +896 +4.8%
58 VOTE 0.05% 16,911 $1M $72.74 $149K +383 +2.3%
59 VGIT 0.04% 19,347 $1M $59.81 $60K +879 +4.8%
60 VGLT 0.04% 19,959 $1M $56.12 -$592K -9,757 -32.8%
61 VT 0.04% 8,640 $1M $128.52 -$1M -11,223 -56.5%
62 EMGF 0.04% 20,964 $1M $52.07 $111K
63 DHR 0.04% 5,148 $1M $197.54 -$61K -111 -2.1%
64 HYG 0.04% 12,291 $991K $80.65 -$10M -126,438 -91.1%
65 KO 0.03% 12,630 $894K $70.75 -$9K +30 +0.2%
66 TMO 0.03% 2,094 $849K $405.46 -$146K +94 +4.7%
67 BRK-B 0.03% 1,669 $811K $485.77 -$195K -220 -11.7%
68 IAU 0.03% 12,402 $773K $62.36 $42K
69 IWN 0.03% 4,877 $769K $157.76 -$20K -350 -6.7%
70 SPYV 0.03% 13,497 $706K $52.34 -$35K -1,019 -7.0%
71 STIP 0.03% 6,774 $697K $102.91 -$105K -978 -12.6%
72 SPEM 0.03% 16,017 $685K $42.74 +16,017 NEW
73 VTHR 0.03% 2,500 $682K $272.75 -$58K -500 -16.7%
74 VONV 0.03% 7,952 $678K $85.21 $21K
75 VNQ 0.03% 7,423 $661K $89.06 -$121K -1,211 -14.0%
76 VYM 0.02% 4,763 $635K $133.31 $21K
77 GE 0.02% 2,333 $600K $257.39 +2,333 NEW
78 COST 0.02% 601 $595K $989.94 -$43K -74 -11.0%
79 XLRE 0.02% 13,787 $571K $41.42 -$6K
80 VIS 0.02% 2,004 $561K $280.07 $65K
81 VFH 0.02% 4,327 $551K $127.30 $34K
82 SCHB 0.02% 21,347 $509K $23.83 $49K
83 QCOM 0.02% 3,024 $482K $159.26 $24K +45 +1.5%
84 IWR 0.02% 5,143 $473K $91.97 $35K
85 VONG 0.02% 4,321 $472K $109.20 $71K
86 PNQI 0.02% 8,600 $449K $52.21 $69K
87 SHYM 0.02% 18,150 $405K $22.31 -$7K
88 NVG 0.02% 33,727 $402K $11.93 -$15K
89 ACN 0.02% 1,341 $401K $298.89 -$19K -5 -0.4%
90 BIL 0.01% 4,203 $386K $91.73
91 IJR 0.01% 3,516 $384K $109.29 $17K
92 VTWG 0.01% 1,754 $366K $208.47 -$43K -437 -19.9%
93 RSP 0.01% 1,970 $358K $181.74 -$6M -32,867 -94.3%
94 BAC 0.01% 7,005 $331K $47.32 +7,005 NEW
95 V 0.01% 928 $329K $355.05 -$93K -278 -23.1%
96 GEV 0.01% 577 $305K $529.15 +577 NEW
97 EFV 0.01% 4,662 $296K $63.48 $21K
98 VEU 0.01% 4,371 $294K $67.22 $56K +450 +11.5%
99 GNR 0.01% 5,086 $276K $54.24 $5K
100 DGRO 0.01% 3,869 $247K $63.94 $8K

New Positions

SymbolValue% Port
SPEM $685K 0.03%
GE $600K 0.02%
BAC $331K 0.01%
GEV $305K 0.01%
QQQ $204K 0.01%
DBEF $200K 0.01%

Sold Out Positions

SymbolValue% Port
SHV —%
PSX —%
JPM —%
NXP —%
FULT —%
AMZN —%
AAPL —%
NVDA —%
SHY —%
View SEC EDGAR Filings for Hirtle Callaghan & Co LLC →

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