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COMMON FUND FOR NONPROFIT ORGANIZATIONS

Q4 2025 · Filed 2026-02-17
Market Value
$1.2B
+5.8%
Holdings
28
New Purchases
3
Added To
15
Closed
2
Reduced
8
Top 10 Concentration
94.3%
Turnover
17.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ACWI 11.48% 5.90% +5.58% $141M
VNQ 1.95% 0.49% +1.46% $24M
EEM 1.40% 0.03% +1.37% $17M
EFA 2.28% 1.50% +0.77% $28M
VCSH 0.39% 0.00% +0.39% $5M
AGG 3.74% 3.52% +0.22% $46M
VIA 0.16% 0.00% +0.16% $2M
ESGD 0.02% 0.00% +0.02% $250K
SUSA 0.05% 0.04% +0.01% $653K
EAGG 0.04% 0.03% +0.01% $481K
ISRA 0.09% 0.09% +0.00% $1M
GVI 0.02% 0.02% +0.00% $224K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 45.10% 48.31% -3.21% $555M
ACWV 0.00% 2.65% -2.65% $0
GUNR 14.82% 16.54% -1.72% $182M
VEA 1.28% 2.37% -1.09% $16M
VOO 8.58% 9.30% -0.72% $106M
RSP 3.39% 3.62% -0.23% $42M
CMDY 0.00% 0.08% -0.08% $0
CATH 0.80% 0.86% -0.05% $10M
IVV 1.61% 1.66% -0.05% $20M
ACWX 0.17% 0.22% -0.05% $2M
IEF 0.71% 0.75% -0.03% $9M
IJH 0.83% 0.86% -0.03% $10M
VWO 0.04% 0.07% -0.03% $496K
IJR 0.76% 0.79% -0.03% $9M
QQQ 0.13% 0.13% -0.00% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $698M 56.7%
Large Cap 14 $337M 27.3%
Mid Cap 5 $184M 14.9%
Small Cap 3 $12M 1.0%
Micro Cap 1 $1M 0.1%

Portfolio Analytics

Avg Market Cap
$178.8B
Median Market Cap
$48.5B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.95
# Stocks
1
# ETFs / Funds
27

Top Holdings (28 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 45.10% 814,345 $555M $681.92 -$7M -29,410 -3.5%
2 GUNR 14.82% 3,979,018 $182M $45.85 -$10M -416,073 -9.5%
3 ACWI 11.48% 998,747 $141M $141.49 $73M +502,188 +101.1%
4 VOO 8.58% 168,431 $106M $627.13 -$3M -8,325 -4.7%
5 AGG 3.74% 461,324 $46M $99.88 $5M +52,481 +12.8%
6 RSP 3.39% 217,992 $42M $191.56 -$326K -3,855 -1.7%
7 EFA 2.28% 292,159 $28M $96.03 $11M +104,737 +55.9%
8 VNQ 1.95% 271,334 $24M $88.49 $18M +209,268 +337.2%
9 IVV 1.61% 28,933 $20M $684.94 $519K +100 +0.3%
10 EEM 1.40% 315,051 $17M $54.71 $17M +307,526 +4086.7%
11 VEA 1.28% 251,474 $16M $62.47 -$12M -208,587 -45.3%
12 IJH 0.83% 154,589 $10M $66.00 $164K +763 +0.5%
13 CATH 0.80% 120,224 $10M $82.23 -$69K -2,590 -2.1%
14 IJR 0.76% 77,736 $9M $120.18 $148K +361 +0.5%
15 IEF 0.71% 91,412 $9M $96.16 $81K +1,128 +1.2%
16 VCSH 0.39% 60,131 $5M $79.73 +60,131 NEW
17 ACWX 0.17% 31,648 $2M $67.13 -$429K -7,628 -19.4%
18 VEU 0.17% 28,627 $2M $73.56 $97K +480 +1.7%
19 VIA 0.16% 65,922 $2M $28.98 +65,922 NEW
20 QQQ 0.13% 2,592 $2M $614.21 $40K +7 +0.3%
21 ISRA 0.09% 18,518 $1M $58.80 $92K +263 +1.4%
22 SUSA 0.05% 4,683 $653K $139.35 $155K +1,014 +27.6%
23 VWO 0.04% 9,233 $496K $53.76 -$368K -6,715 -42.1%
24 EAGG 0.04% 10,048 $481K $47.85 $103K +2,177 +27.7%
25 ESGD 0.02% 2,627 $250K $95.11 +2,627 NEW
26 GVI 0.02% 2,087 $224K $107.35 $16K +146 +7.5%
27 CMDY —% -$901K -17,134 -100.0% SOLD
28 ACWV —% -$31M -257,027 -100.0% SOLD

New Positions

SymbolValue% Port
VCSH $5M 0.39%
VIA $2M 0.16%
ESGD $250K 0.02%

Sold Out Positions

SymbolValue% Port
CMDY —%
ACWV —%
View SEC EDGAR Filings for COMMON FUND FOR NONPROFIT ORGANIZATIONS →

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