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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
+8.17%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$635M
AUM Growth
+$67M
Cap. Flow
+$22.1M
Cap. Flow %
3.49%
Top 10 Hldgs %
73.12%
Holding
98
New
7
Increased
48
Reduced
32
Closed
2

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.22M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.27M
3
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$2.14M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.93M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.06M

Top Sells

Rank Stock Value
1
KMB icon
Kimberly-Clark
KMB
+$258K
2
GIS icon
General Mills
GIS
+$228K
3
HRB icon
H&R Block
HRB
+$219K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$129K
5
NKE icon
Nike
NKE
+$126K

Sector Composition

Rank Sector Weight
1 Technology 3.25%
2 Healthcare 1.38%
3 Consumer Discretionary 1.03%
4 Financials 0.54%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOX icon
76
Amdocs
DOX
$5.92B
$298K 0.05%
3,267
-105
-3% -$9.39K
EMR icon
77
Emerson Electric
EMR
$83.9B
$278K 0.04%
2,083
– –
CSCO icon
78
Cisco
CSCO
$457B
$270K 0.04%
3,895
-1,600
-29% -$98.3K
GILD icon
79
Gilead Sciences
GILD
$162B
$268K 0.04%
2,419
-924
-28% -$98.3K
PG icon
80
Procter & Gamble
PG
$336B
$268K 0.04%
1,683
+2
+0.1% +$326
TMO icon
81
Thermo Fisher Scientific
TMO
$213B
$264K 0.04%
652
-7
-1% -$2.93K
CAT icon
82
Caterpillar
CAT
$375B
$253K 0.04%
651
-48
-7% -$16K
GOOG icon
83
Alphabet (Google) Class C
GOOG
$4.36T
$244K 0.04%
1,374
+20
+1% +$3.31K
AGG icon
84
iShares Core US Aggregate Bond ETF
AGG
$137B
$243K 0.04%
2,445
-160
-6% -$15.7K
META icon
85
Meta Platforms (Facebook)
META
$1.42T
$238K 0.04%
+322
New +$199K
NFLX icon
86
Netflix
NFLX
$299B
$236K 0.04%
+1,760
New +$199K
URI icon
87
United Rentals
URI
$67.2B
$234K 0.04%
+311
New +$208K
EIG icon
88
Employers Holdings
EIG
$908M
$232K 0.04%
4,919
– –
MCO icon
89
Moody's
MCO
$82.8B
$231K 0.04%
461
– –
WM icon
90
Waste Management
WM
$90.6B
$228K 0.04%
995
– –
DMXF icon
91
iShares ESG Advanced MSCI EAFE ETF
DMXF
$992M
$224K 0.04%
+3,013
New +$213K
IVW icon
92
iShares S&P 500 Growth ETF
IVW
$73.8B
$224K 0.04%
2,032
-565
-22% -$55.9K
SBUX icon
93
Starbucks
SBUX
$120B
$217K 0.03%
2,366
+88
+4% +$7.63K
QQQ icon
94
Invesco QQQ Trust
QQQ
$461B
$215K 0.03%
+389
New +$193K
RTX icon
95
RTX Corp
RTX
$290B
$214K 0.03%
+1,464
New +$195K
IVE icon
96
iShares S&P 500 Value ETF
IVE
$49B
$204K 0.03%
1,046
-234
-18% -$43.6K
GIS icon
97
General Mills
GIS
$19.1B
– –
-3,821
Closed -$228K
KMB icon
98
Kimberly-Clark
KMB
$36.3B
– –
-1,813
Closed -$258K
1 2 3
4

Similar funds

WI
Wahed Invest New York $770M AUM 37.1% 1-Year Est. Return
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 Q2 2025 Portfolio in Review

As of Q2 2025, Human Investing held 98 positions worth $635M, up 12% from $568M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing deployed $22.1M of net new capital in Q2 2025, opening 7 new positions and adding to 48 existing holdings. Its largest new stake was Vanguard Morningstar Mid-Cap ETF: 6,632 shares worth $464K.

By sector, the portfolio is most concentrated in Technology at 3.3% of assets, up from 3% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was H&R Block, an estimated $219K trimmed.

  • Human Investing's largest Q2 2025 buy was Vanguard Morningstar Mid-Cap ETF: 6,632 shares worth $464K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $7.22M increase.
  • Human Investing's biggest Q2 2025 reduction was H&R Block, cutting an estimated $219K.
  • Human Investing fully exited Kimberly-Clark in Q2 2025, selling an estimated $258K.
  • Human Investing's ten largest holdings make up 73% of its $635M portfolio in Q2 2025.
  • Human Investing opened 7 new positions and closed 2 in Q2 2025.
  • Human Investing's portfolio value rose 12% quarter-over-quarter to $635M.

Based on Human Investing's 13F filing for Q2 2025, filed 4 Aug 2025.