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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
SCHF icon
76
Schwab International Equity ETF
SCHF
$67.1B
$309K 0.05%
12,484
+530
+4% +$13.5K
QQQ icon
77
Invesco QQQ Trust
QQQ
$469B
$306K 0.04%
531
+138
+35% +$83.8K
TT icon
78
Trane Technologies
TT
$101B
$297K 0.04%
712
+30
+4% +$12.7K
XOM icon
79
ExxonMobil
XOM
$643B
$281K 0.04%
+1,659
New +$242K
DMXF icon
80
iShares ESG Advanced MSCI EAFE ETF
DMXF
$994M
$272K 0.04%
3,607
-27
-0.7% -$2.11K
TSLA icon
81
Tesla
TSLA
$1.27T
$265K 0.04%
712
+134
+23% +$55.2K
ORCL icon
82
Oracle
ORCL
$409B
$255K 0.04%
1,736
+122
+8% +$19.8K
META icon
83
Meta Platforms (Facebook)
META
$1.5T
$254K 0.04%
444
+105
+31% +$67.3K
RTX icon
84
RTX Corp
RTX
$292B
$252K 0.04%
1,304
+55
+4% +$10.9K
HPQ icon
85
HP
HPQ
$24.8B
$251K 0.04%
13,092
-1,994
-13% -$38.8K
ACN icon
86
Accenture
ACN
$101B
$244K 0.04%
1,233
-67
-5% -$15.6K
IVW icon
87
iShares S&P 500 Growth ETF
IVW
$75.5B
$243K 0.04%
2,149
-44
-2% -$5.29K
SBUX icon
88
Starbucks
SBUX
$118B
$237K 0.03%
2,644
+48
+2% +$4.54K
COF icon
89
Capital One
COF
$134B
$225K 0.03%
1,231
-11
-0.9% -$2.3K
SCHM icon
90
Schwab US Mid-Cap ETF
SCHM
$14.7B
$223K 0.03%
7,216
+320
+5% +$10.2K
WM icon
91
Waste Management
WM
$90.5B
$220K 0.03%
957
+15
+2% +$3.45K
INFY icon
92
Infosys
INFY
$49.6B
$219K 0.03%
16,192
-1,927
-11% -$30.2K
GILD icon
93
Gilead Sciences
GILD
$163B
$207K 0.03%
+1,484
New +$208K
EAGG icon
94
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$203K 0.03%
+4,261
New +$204K
IVE icon
95
iShares S&P 500 Value ETF
IVE
$49.3B
$202K 0.03%
957
-114
-11% -$24.7K
SCHP icon
96
Schwab US TIPS ETF
SCHP
$16.2B
$52.2K 0.01%
+1,961
New +$52.3K
BLV icon
97
Vanguard Long-Term Bond ETF
BLV
$5.71B
– –
-16,303
Closed -$1.13M
EMR icon
98
Emerson Electric
EMR
$86.7B
– –
-2,071
Closed -$275K
MCO icon
99
Moody's
MCO
$83.7B
– –
-392
Closed -$200K
ZBRA icon
100
Zebra Technologies
ZBRA
$13.9B
– –
-948
Closed -$230K
1 2 3
4

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WI
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CCA
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PGA
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SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
PA
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BPIM
Brant Point Investment Management New York $776M AUM 41.18% 1-Year Est. Return
TCM
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PC
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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.