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Friends of the Cornell Lab of Ornithology Portfolio holdings

AUM $124M
This Fund
S&P 500
This Quarter Est. Return
+2.02%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow %
99.1%
Top 10 Hldgs %
100%
Holding
5
New
5
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$34.2M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$23.8M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$22.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.25M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 21.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$805B
$34.5M 33.09%
+50,584
New +$34.2M
IWM icon
2
iShares Russell 2000 ETF
IWM
$81.3B
$23.9M 22.9%
+96,994
New +$23.8M
BRK.A icon
3
Berkshire Hathaway Class A
BRK.A
$1.07T
$22.6M 21.72%
+30
New +$22.4M
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$237B
$15.9M 15.29%
+255,134
New +$15.6M
EEM icon
5
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$7.3M 7%
+133,373
New +$7.25M

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WWMP
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CWMP
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Friends of the Cornell Lab of Ornithology's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Friends of the Cornell Lab of Ornithology, which disclosed 5 positions worth $104M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is State Street SPDR S&P 500 ETF Trust: 50,584 shares worth $34.5M.

By sector, the portfolio is most concentrated in Financials at 22% of assets.

  • Friends of the Cornell Lab of Ornithology's largest Q4 2025 buy was State Street SPDR S&P 500 ETF Trust: 50,584 shares worth $34.5M.
  • Friends of the Cornell Lab of Ornithology's ten largest holdings make up 100% of its $104M portfolio in Q4 2025.
  • Friends of the Cornell Lab of Ornithology disclosed 5 positions in Q4 2025, its first 13F filing on record.

Based on Friends of the Cornell Lab of Ornithology's 13F filing for Q4 2025, filed 14 Aug 2026.