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HI

Human Investing Portfolio holdings

AUM $771M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
-1.7%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$687M
AUM Growth
-$21.5M
Cap. Flow
-$8.47M
Cap. Flow %
-1.23%
Top 10 Hldgs %
73.61%
Holding
100
New
5
Increased
49
Reduced
38
Closed
4

Top Buys

Rank Stock Value
1
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$844K
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$723K
3
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$661K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$549K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$431K

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.48M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.18M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.25M

Sector Composition

Rank Sector Weight
1 Technology 3.1%
2 Healthcare 1.18%
3 Consumer Discretionary 0.73%
4 Financials 0.43%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$331B
$753K 0.11%
2,288
-356
-13% -$130K
GLD icon
52
SPDR Gold Trust
GLD
$131B
$752K 0.11%
1,748
+159
+10% +$71.2K
CATH icon
53
Global X S&P 500 Catholic Values ETF
CATH
$1.28B
$751K 0.11%
9,607
+52
+0.5% +$4.25K
VO icon
54
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$718K 0.1%
10,008
+1,708
+21% +$127K
INTC icon
55
Intel
INTC
$455B
$641K 0.09%
14,525
+126
+0.9% +$5.78K
MCD icon
56
McDonald's
MCD
$192B
$612K 0.09%
1,969
-14
-0.7% -$4.46K
GOOG icon
57
Alphabet (Google) Class C
GOOG
$4.36T
$605K 0.09%
2,107
+94
+5% +$29.5K
NVO
58
Novo Nordisk
NVO
$208B
$603K 0.09%
16,402
-1,389
-8% -$65.8K
IGRO icon
59
iShares International Dividend Growth ETF
IGRO
$1.3B
$590K 0.09%
7,046
+171
+2% +$14.7K
SPYX icon
60
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.75B
$548K 0.08%
10,329
– –
SCHH icon
61
Schwab US REIT ETF
SCHH
$11.5B
$512K 0.07%
23,814
-1,077
-4% -$23.6K
QCOM icon
62
Qualcomm
QCOM
$155B
$486K 0.07%
3,778
-161
-4% -$23.5K
CAT icon
63
Caterpillar
CAT
$375B
$478K 0.07%
674
+18
+3% +$12.5K
PM icon
64
Philip Morris
PM
$297B
$428K 0.06%
2,587
+35
+1% +$6.08K
MU icon
65
Micron Technology
MU
$930B
$419K 0.06%
1,239
+516
+71% +$202K
MRK icon
66
Merck
MRK
$322B
$394K 0.06%
3,278
-943
-22% -$109K
CSCO icon
67
Cisco
CSCO
$457B
$390K 0.06%
5,032
+415
+9% +$32.5K
TXN icon
68
Texas Instruments
TXN
$252B
$376K 0.05%
1,937
-881
-31% -$178K
JPM icon
69
JPMorgan Chase
JPM
$935B
$375K 0.05%
1,274
+119
+10% +$36.1K
IBM icon
70
IBM
IBM
$211B
$371K 0.05%
1,531
+18
+1% +$4.87K
PAYX icon
71
Paychex
PAYX
$41.6B
$364K 0.05%
3,951
-473
-11% -$46.8K
TOST icon
72
Toast
TOST
$18.7B
$355K 0.05%
+13,396
New +$400K
ABT icon
73
Abbott
ABT
$183B
$333K 0.05%
3,246
-129
-4% -$14.6K
IYW icon
74
iShares US Technology ETF
IYW
$23.6B
$333K 0.05%
1,834
– –
TMO icon
75
Thermo Fisher Scientific
TMO
$213B
$325K 0.05%
662
+2
+0.3% +$1.08K
1 2
3
4

Similar funds

WI
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CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
BPIM
Brant Point Investment Management New York $776M AUM 41.18% 1-Year Est. Return
TCM
Twin Capital Management Mcmurray, Pennsylvania $776M AUM 28.34% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Human Investing's Q1 2026 Portfolio in Review

As of Q1 2026, Human Investing held 100 positions worth $687M, down 3% from $708M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Human Investing's Q1 2026 filing shows 5 new, 49 increased, 38 reduced and 4 closed positions. Its largest new stake was Toast: 13,396 shares worth $355K. The largest sale was Vanguard FTSE Developed Markets ETF, an estimated $2.48M.

By sector, the portfolio is most concentrated in Technology at 3.1% of assets, down from 3.3% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Human Investing's largest Q1 2026 buy was Toast: 13,396 shares worth $355K.
  • Human Investing added most to Vanguard Morningstar Large-Cap ETF in Q1 2026, an estimated $844K increase.
  • Human Investing's biggest Q1 2026 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $2.48M.
  • Human Investing fully exited Vanguard Long-Term Bond ETF in Q1 2026, selling an estimated $1.13M.
  • Human Investing's ten largest holdings make up 74% of its $687M portfolio in Q1 2026.
  • Human Investing opened 5 new positions and closed 4 in Q1 2026.
  • Human Investing's portfolio value fell 3% quarter-over-quarter to $687M.

Based on Human Investing's 13F filing for Q1 2026, filed 7 May 2026.