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Hirtle Callaghan & Co LLC

Q4 2025 · Filed 2026-02-04
Market Value
$2.9B
+3.2%
Holdings
112
+6
New Purchases
12
Added To
37
Closed
2
Reduced
31
Top 10 Concentration
77.3%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 10.07% 9.73% +0.33% $296M
VEA 4.58% 4.33% +0.25% $135M
AAPL 0.21% 0.00% +0.21% $6M
MUB 0.40% 0.23% +0.17% $12M
IEFA 11.54% 11.39% +0.14% $339M
GOVT 4.40% 4.26% +0.14% $129M
AGG 0.33% 0.23% +0.10% $10M
IEMG 5.22% 5.15% +0.07% $153M
VTI 2.70% 2.63% +0.07% $79M
CEFA 0.21% 0.17% +0.05% $6M
SPLV 0.04% 0.00% +0.04% $1M
HEFA 0.03% 0.00% +0.03% $1M
SPMB 1.06% 1.03% +0.03% $31M
GLD 0.03% 0.00% +0.03% $766K
VCIT 1.11% 1.08% +0.03% $33M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 23.46% 24.27% -0.81% $689M
VOO 5.08% 5.34% -0.25% $149M
VONE 0.96% 1.09% -0.13% $28M
IWF 1.57% 1.68% -0.11% $46M
BND 1.11% 1.20% -0.09% $33M
MO 0.43% 0.51% -0.08% $13M
VUG 2.55% 2.63% -0.08% $75M
VB 0.03% 0.09% -0.05% $955K
VTV 1.97% 2.02% -0.05% $58M
EFA 6.56% 6.61% -0.05% $193M
EEM 3.59% 3.62% -0.03% $105M
VTEB 0.73% 0.76% -0.03% $21M
VTHR 0.00% 0.02% -0.02% $0
PM 0.41% 0.42% -0.02% $12M
IWB 0.22% 0.24% -0.02% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 25 $1.6B 53.4%
Large Cap 65 $1.3B 43.8%
Mid Cap 12 $64M 2.2%
Small Cap 9 $12M 0.4%
Micro Cap 1 $6M 0.2%

Portfolio Analytics

Avg Market Cap
$376.4B
Median Market Cap
$49.0B
Avg P/E
47.9
Median P/E
27.8
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
28
# ETFs / Funds
84

Top Holdings (112 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 23.46% 1,010,567 $689M $681.92 -$1M -25,958 -2.5%
2 IEFA 11.54% 3,787,505 $339M $89.46 $15M +75,612 +2.0%
3 IVV 10.07% 431,704 $296M $684.94 $19M +17,946 +4.3%
4 EFA 6.56% 2,007,546 $193M $96.03 $5M -6,917 -0.3%
5 IEMG 5.22% 2,280,708 $153M $67.22 $7M +57,851 +2.6%
6 VOO 5.08% 238,056 $149M $627.13 -$3M -9,833 -4.0%
7 VEA 4.58% 2,155,133 $135M $62.47 $11M +98,177 +4.8%
8 GOVT 4.40% 5,614,962 $129M $23.02 $8M +371,468 +7.1%
9 EEM 3.59% 1,925,223 $105M $54.71 $2M -3,357 -0.2%
10 VWO 2.78% 1,519,983 $82M $53.76 $3M +69,745 +4.8%
11 VTI 2.70% 236,180 $79M $335.27 $4M +8,383 +3.7%
12 VUG 2.55% 153,555 $75M $487.86 $183K -2,259 -1.4%
13 VTV 1.97% 302,816 $58M $190.99 $427K -5,016 -1.6%
14 IWF 1.57% 97,621 $46M $473.30 -$2M -4,651 -4.5%
15 BND 1.11% 440,645 $33M $74.07 -$2M -19,217 -4.2%
16 VCIT 1.11% 389,247 $33M $83.75 $2M +22,480 +6.1%
17 SPMB 1.06% 1,388,652 $31M $22.42 $2M +86,987 +6.7%
18 VONE 0.96% 90,912 $28M $309.04 -$3M -11,779 -11.5%
19 GOOGL 0.83% 77,644 $24M $313.00 $1M -16,681 -17.7%
20 VTEB 0.73% 425,261 $21M $50.29 -$143K -4,727 -1.1%
21 IWD 0.58% 80,817 $17M $210.34 $233K -1,535 -1.9%
22 GBDC 0.47% 1,007,242 $14M $13.57 $937K +77,276 +8.3%
23 MO 0.43% 218,676 $13M $57.66 -$2M +46 +0.0%
24 SCHP 0.42% 466,428 $12M $26.49 $510K +26,887 +6.1%
25 PM 0.41% 74,214 $12M $160.40 -$115K +113 +0.1%
26 MUB 0.40% 109,970 $12M $107.11 $5M +49,491 +81.8%
27 VT 0.39% 81,707 $12M $141.06 $266K
28 AGG 0.33% 98,398 $10M $99.88 $3M +32,874 +50.2%
29 VGK 0.32% 113,427 $9M $83.61 $518K +1,071 +0.9%
30 XLB 0.29% 185,840 $8M $45.35 $100K +92,920 +100.0%
31 IWB 0.22% 17,595 $7M $373.44 -$282K -1,154 -6.2%
32 TIP 0.22% 58,498 $6M $109.91 $176K +2,273 +4.0%
33 CEFA 0.21% 168,200 $6M $36.93 $2M +37,500 +28.7%
34 PRF 0.21% 131,777 $6M $46.92 $225K
35 AAPL 0.21% 22,668 $6M $271.86 +22,668 NEW
36 SPDW 0.17% 110,407 $5M $44.41 $51K -2,992 -2.6%
37 IVW 0.12% 29,162 $4M $123.26 -$72K -1,211 -4.0%
38 LTPZ 0.12% 67,099 $3M $51.75 $338K +8,267 +14.1%
39 CATH 0.11% 40,257 $3M $82.23 $47K
40 GOOG 0.11% 10,438 $3M $313.80 $97K -2,611 -20.0%
41 IJH 0.11% 48,068 $3M $66.00 $191K +2,385 +5.2%
42 VMBS 0.11% 67,313 $3M $47.08 $8K
43 TSM 0.10% 9,528 $3M $303.89 $64K -610 -6.0%
44 EMXC 0.09% 36,171 $3M $72.68 -$153K -5,038 -12.2%
45 VCSH 0.09% 32,423 $3M $79.73 -$6K
46 IGSB 0.08% 46,920 $2M $52.88 -$7K
47 ACWI 0.08% 16,820 $2M $141.49 -$185K -1,731 -9.3%
48 IWM 0.08% 9,295 $2M $246.16 -$30K -285 -3.0%
49 VTIP 0.08% 46,159 $2M $49.46 -$54K
50 SPEM 0.08% 47,285 $2M $46.81 $79K +1,678 +3.7%
51 SUB 0.07% 20,547 $2M $106.70 $367K +3,449 +20.2%
52 IVE 0.07% 9,505 $2M $212.07 -$11K -307 -3.1%
53 SPSB 0.07% 66,630 $2M $30.20 -$6K
54 TLT 0.06% 18,783 $2M $87.16 $82K +1,383 +8.0%
55 CNYA 0.06% 46,964 $2M $34.58 $11K
56 MSFT 0.05% 3,184 $2M $483.62 $509K +1,194 +60.0%
57 VOTE 0.05% 16,911 $1M $80.22 $29K
58 SPLV 0.04% 17,915 $1M $71.42 +17,915 NEW
59 EMGF 0.04% 21,314 $1M $57.85 $47K +350 +1.7%
60 TMO 0.04% 2,103 $1M $579.45 $211K +25 +1.2%
61 DHR 0.04% 5,110 $1M $228.92 $162K +29 +0.6%
62 VGIT 0.04% 19,347 $1M $59.93 -$2K
63 VGLT 0.04% 19,959 $1M $55.80 -$21K
64 HEFA 0.03% 24,199 $1M $41.36 +24,199 NEW
65 HYG 0.03% 12,291 $991K $80.63 -$7K
66 NVO 0.03% 19,457 $990K $50.88 -$90K
67 VB 0.03% 3,703 $955K $257.95 -$2M -6,082 -62.2%
68 IAU 0.03% 11,452 $930K $81.17 $27K -950 -7.7%
69 BRK-B 0.03% 1,546 $777K $502.65 $116K +232 +17.7%
70 GLD 0.03% 1,934 $766K $396.31 +1,934 NEW
71 SPYV 0.03% 13,292 $755K $56.81 $8K -205 -1.5%
72 VONV 0.02% 7,952 $734K $92.30 $23K
73 GE 0.02% 2,379 $733K $308.03 $39K +71 +3.1%
74 KO 0.02% 10,085 $705K $69.91 $55K +285 +2.9%
75 STIP 0.02% 6,774 $694K $102.39 -$7K
76 IWN 0.02% 3,719 $674K $181.21 -$188K -1,158 -23.7%
77 QCOM 0.02% 3,707 $634K $171.05 $138K +728 +24.4%
78 VYM 0.02% 4,306 $618K $143.52 -$28K -276 -6.0%
79 VNQ 0.02% 6,959 $616K $88.49 -$20K
80 VIS 0.02% 2,004 $598K $298.38 $4K
81 NVDA 0.02% 3,120 $582K $186.50 +3,120 NEW
82 VFH 0.02% 4,327 $578K $133.49 $10K
83 SCHB 0.02% 21,347 $560K $26.23 $11K
84 XLRE 0.02% 13,787 $556K $40.35 -$25K
85 VONG 0.02% 4,321 $526K $121.75 $5K
86 IWR 0.02% 5,143 $495K $96.27 -$1K
87 IUSB 0.02% 10,100 $470K $46.54 +10,100 NEW
88 BAC 0.02% 8,489 $467K $55.00 $141K +2,169 +34.3%
89 PNQI 0.02% 8,600 $464K $53.95 -$16K
90 COIN 0.01% 1,892 $428K $226.14 +1,892 NEW
91 NVG 0.01% 33,727 $427K $12.66 $12K
92 SHYM 0.01% 18,150 $403K $22.22 -$2K
93 GEV 0.01% 594 $388K $653.57 $33K +17 +3.0%
94 BIL 0.01% 4,203 $384K $91.38 -$2K
95 TWLO 0.01% 2,594 $369K $142.24 +2,594 NEW
96 MDB 0.01% 836 $351K $419.69 +836 NEW
97 RSP 0.01% 1,738 $333K $191.56 -$20K -125 -6.7%
98 IJR 0.01% 2,761 $332K $120.18 -$7K -89 -3.1%
99 VTWG 0.01% 1,373 $324K $235.99 -$49K -224 -14.0%
100 VEU 0.01% 4,371 $322K $73.56 $10K

New Positions

SymbolValue% Port
AAPL $6M 0.21%
SPLV $1M 0.04%
HEFA $1M 0.03%
GLD $766K 0.03%
NVDA $582K 0.02%
IUSB $470K 0.02%
COIN $428K 0.01%
TWLO $369K 0.01%
MDB $351K 0.01%
TSLA $321K 0.01%
AMZN $301K 0.01%
XOM $266K 0.01%

Sold Out Positions

SymbolValue% Port
SLGN —%
VTHR —%
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