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Emory University Portfolio holdings

AUM $267M
1-Year Est. Return 48.26%
This Fund
S&P 500
This Quarter Est. Return
+3.38%
1 Year Est. Return
+48.26%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$267M
AUM Growth
+$110M
Cap. Flow
+$109M
Cap. Flow %
40.62%
Top 10 Hldgs %
100%
Holding
8
New
1
Increased
2
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$97.6M
2
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$11.2M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.2K

Top Sells

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$221K
2
IAU icon
iShares Gold Trust
IAU
+$550

Sector Composition

Rank Sector Weight
1 Energy 10.02%
2 Technology 0.08%

No holdings matched the selected filter criteria.

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Emory University's Q1 2026 Portfolio in Review

As of Q1 2026, Emory University held 8 positions worth $267M, up 70% from $157M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Emory University deployed $109M of net new capital in Q1 2026, opening 1 new position and adding to 2 existing holdings. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 492,740 shares worth $94.6M.

By sector, the portfolio is most concentrated in Energy at 10% of assets, down from 13% a quarter earlier, followed by Technology.

On the sell side, the largest reduction was iShares Gold Trust, an estimated $550 trimmed.

  • Emory University's largest Q1 2026 buy was Invesco S&P 500 Equal Weight ETF: 492,740 shares worth $94.6M.
  • Emory University added most to Grayscale Bitcoin Mini Trust ETF in Q1 2026, an estimated $11.2M increase.
  • Emory University's biggest Q1 2026 reduction was iShares Gold Trust, cutting an estimated $550.
  • Emory University fully exited iShares Bitcoin Trust in Q1 2026, selling an estimated $221K.
  • Emory University's ten largest holdings make up 100% of its $267M portfolio in Q1 2026.
  • Emory University opened 1 new position and closed 1 in Q1 2026.
  • Emory University's portfolio value rose 70% quarter-over-quarter to $267M.

Based on Emory University's 13F filing for Q1 2026, filed 14 May 2026.