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Portfolio (Quarterly) Guide ↗

George Kaiser Family Foundation

· CIK 0001265376
13F Portfolio $747M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COST COSTCO WHSL CORP NEW Consumer Defensive 420.0 $362K 0.05% NEW $862.34 +16.3%
62 PGR PROGRESSIVE CORP Financial Services 1,547.0 $352K 0.05% NEW $227.72 -12.7%
63 AJG GALLAGHER ARTHUR J & CO Financial Services 1,291.0 $334K 0.04% NEW $258.79 -21.2%
64 BRO BROWN & BROWN INC Financial Services 3,768.0 $300K 0.04% NEW $79.70 -28.5%
65 CPRT COPART INC Industrials 7,449.0 $292K 0.04% NEW $39.15 -15.1%
66 IT GARTNER INC Technology 895.0 $226K 0.03% NEW $252.28 -37.4%
67 TLF TANDY LEATHER FACTORY INC Consumer Cyclical 41,143.0 $113K 0.01% NEW $2.74 -13.5%
Page 4 of 4  ·  67 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
Financial Services 59.5%
Utilities 30.4%
Technology 6.3%
Industrials 2.4%
Communication Services 0.5%
Consumer Cyclical 0.4%
Healthcare 0.4%
Consumer Defensive 0.1%
Basic Materials 0.1%