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NPT

National Philanthropic Trust Portfolio holdings

AUM $6.92B
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
+11.46%
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.77B
AUM Growth
Cap. Flow
+$3.5B
Cap. Flow %
92.71%
Top 10 Hldgs %
65.75%
Holding
308
New
308
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 29.14%
2 Technology 22.99%
3 Consumer Discretionary 4.72%
4 Communication Services 3.7%
5 Healthcare 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MS icon
251
Morgan Stanley
MS
$342B
$278K 0.01%
+2,980
New +$238K
RTX icon
252
RTX Corp
RTX
$301B
$277K 0.01%
+3,290
New +$260K
ET icon
253
Energy Transfer Partners
ET
$72.5B
$276K 0.01%
+20,000
New +$272K
EMB icon
254
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$274K 0.01%
+3,079
New +$259K
ZLAB icon
255
Zai Lab
ZLAB
$2.91B
$273K 0.01%
+10,000
New +$264K
ADP icon
256
Automatic Data Processing
ADP
$108B
$273K 0.01%
+1,170
New +$273K
ADI icon
257
Analog Devices
ADI
$190B
$269K 0.01%
+1,354
New +$242K
CTAS icon
258
Cintas
CTAS
$79.8B
$269K 0.01%
+1,784
New +$239K
CFR icon
259
Cullen/Frost Bankers
CFR
$10.6B
$263K 0.01%
+2,423
New +$235K
XLF icon
260
State Street Financial Select Sector SPDR ETF
XLF
$59.4B
$262K 0.01%
+6,959
New +$241K
FAST icon
261
Fastenal
FAST
$58.5B
$262K 0.01%
+8,076
New +$243K
SPGI icon
262
S&P Global
SPGI
$123B
$261K 0.01%
+593
New +$234K
GWRE icon
263
Guidewire Software
GWRE
$14.6B
$261K 0.01%
+2,393
New +$228K
ZM icon
264
Zoom
ZM
$31.1B
$257K 0.01%
+3,569
New +$236K
SB icon
265
Safe Bulkers
SB
$789M
$251K 0.01%
+63,849
New +$225K
RXRX icon
266
Recursion Pharmaceuticals
RXRX
$1.69B
$249K 0.01%
+25,261
New +$180K
DIA icon
267
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$236K 0.01%
+625
New +$218K
BTX
268
BlackRock Technology and Private Equity Term Trust
BTX
$1.06B
$229K 0.01%
+31,300
New +$220K
SIVR icon
269
abrdn Physical Silver Shares ETF
SIVR
$4.49B
$225K 0.01%
+9,863
New +$220K
DSMC icon
270
Distillate Small/Mid Cash Flow ETF
DSMC
$143M
$224K 0.01%
+6,500
New +$202K
SIL icon
271
Global X Silver Miners ETF NEW
SIL
$4.79B
$224K 0.01%
+7,884
New +$202K
FSR
272
DELISTED
Fisker Inc.
FSR
$220K 0.01%
+125,515
New +$444K
INTU icon
273
Intuit
INTU
$94.6B
$219K 0.01%
+350
New +$193K
BLK icon
274
Blackrock
BLK
$182B
$217K 0.01%
+267
New +$186K
COP icon
275
ConocoPhillips
COP
$152B
$216K 0.01%
+1,865
New +$218K

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National Philanthropic Trust's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for National Philanthropic Trust, which disclosed 308 positions worth $3.77B. Its ten largest holdings account for 66% of the portfolio.

Its largest position is Apollo Global Management: 8,018,924 shares worth $747M.

By sector, the portfolio is most concentrated in Financials at 29% of assets, followed by Technology and Consumer Discretionary.

  • National Philanthropic Trust's largest Q4 2023 buy was Apollo Global Management: 8,018,924 shares worth $747M.
  • National Philanthropic Trust's ten largest holdings make up 66% of its $3.77B portfolio in Q4 2023.
  • National Philanthropic Trust disclosed 308 positions in Q4 2023, its first 13F filing on record.

Based on National Philanthropic Trust's 13F filing for Q4 2023, filed 12 Jun 2026.