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Portfolio (Quarterly) Guide ↗

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO

· CIK 0001019231
13F Portfolio $863M AUM 423 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 423 New
Page 22 of 22  ·  423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MTCH MATCH GROUP INC COM Communication Services 7.0 $266.0 NEW $38.00 -2.1%
422 PPC PILGRIMS PRIDE CORP Consumer Defensive 9.0 $253.0 NEW $28.11 +2.3%
423 HON HONEYWELL INTERNATIONAL INC Industrials NEW
Page 22 of 22  ·  423 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.3%
Financial Services 12.3%
Communication Services 11.0%
Consumer Cyclical 8.8%
Industrials 7.7%
Healthcare 7.3%
Consumer Defensive 4.0%
Utilities 3.6%
Energy 2.3%
Basic Materials 1.7%