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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
+29.89%
1 Year Est. Return
+48.26%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$27.7M
AUM Growth
+$5.77M
Cap. Flow
-$503K
Cap. Flow %
-1.82%
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
1
Reduced
–
Closed
1

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$249K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.86K

Top Sells

Rank Stock Value
1
COIN icon
Coinbase
COIN
+$760K

Sector Composition

Rank Sector Weight
1 Technology 1.79%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTC
1
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
$25.6M 92.41%
535,781
– –
MINT icon
2
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$656K 2.37%
6,527
– –
NVDA icon
3
NVIDIA
NVDA
$4.91T
$495K 1.79%
3,130
– –
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$445K 1.61%
720
+12
+2% +$6.86K
IBIT icon
5
iShares Bitcoin Trust
IBIT
$47B
$272K 0.98%
+4,450
New +$249K
ACWI icon
6
iShares MSCI ACWI ETF
ACWI
$32.8B
$234K 0.84%
1,817
– –
COIN icon
7
Coinbase
COIN
$41.4B
– –
-4,410
Closed -$760K

Similar funds

CFG
Cambridge Financial Group Columbus, Ohio $267M AUM 31.62% 1-Year Est. Return
PC
Packer & Co Cottesloe, Australia $267M AUM
ALC
Alexander Labrunerie & Co Columbia, Missouri $267M AUM 21.24% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
IP
Indigo Partners Phoenix, Arizona $267M AUM 9% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
EAIC
Empower Annuity Insurance Company Hartford, Connecticut $268M AUM 0.28% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

Emory University's Q2 2025 Portfolio in Review

As of Q2 2025, Emory University held 7 positions worth $27.7M, up 26% from $21.9M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Emory University's Q2 2025 filing shows 1 new, 1 increased and 1 closed positions. Its largest new stake was iShares Bitcoin Trust: 4,450 shares worth $272K. The largest sale was Coinbase, an estimated $760K.

By sector, the portfolio is most concentrated in Technology at 1.8% of assets, up from 1.5% a quarter earlier, followed by Financials.

  • Emory University's largest Q2 2025 buy was iShares Bitcoin Trust: 4,450 shares worth $272K.
  • Emory University added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $6.86K increase.
  • Emory University fully exited Coinbase in Q2 2025, selling an estimated $760K.
  • Emory University's ten largest holdings make up 100% of its $27.7M portfolio in Q2 2025.
  • Emory University opened 1 new position and closed 1 in Q2 2025.
  • Emory University's portfolio value rose 26% quarter-over-quarter to $27.7M.

Based on Emory University's 13F filing for Q2 2025, filed 13 Aug 2025.