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Portfolio (Quarterly) Guide ↗

Global Endowment Management, LP

· CIK 0001512237
13F Portfolio $801M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New
Page 3 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 3,177.0 $2.1M 0.26% NEW $660.06 -9.0%
42 DBC INVESCO DB COMMDY INDX TRCK Financial Services 87,862.0 $2.0M 0.24% NEW $22.36 +41.3%
43 SPEM SPDR INDEX SHS FDS 41,231.0 $1.9M 0.24% NEW $46.81 +8.1%
44 EWP ISHARES INC 30,000.0 $1.6M 0.20% NEW $53.90 +3.5%
45 LTPZ PIMCO ETF TR 30,000.0 $1.6M 0.19% NEW $51.77 -3.6%
46 ANGL VANECK ETF TRUST 50,000.0 $1.5M 0.18% NEW $29.36 -2.1%
47 EWG ISHARES INC 33,500.0 $1.4M 0.18% NEW $42.51 -1.1%
48 AVGO BROADCOM INC Technology 3,646.0 $1.3M 0.16% NEW $346.13 +20.4%
49 FEZ SPDR INDEX SHS FDS 17,160.0 $1.1M 0.14% NEW $64.39 +1.3%
50 EIRL ISHARES TR 15,000.0 $1.1M 0.14% NEW $73.53 -1.2%
51 EWS ISHARES INC 40,000.0 $1.1M 0.14% NEW $27.50 +6.3%
52 EWA ISHARES INC 40,000.0 $1.0M 0.13% NEW $26.20 +8.9%
53 XLI SELECT SECTOR SPDR TR 6,500.0 $1.0M 0.13% NEW $155.08 +8.8%
54 RSP INVESCO EXCHANGE TRADED FD T 5,000.0 $958K 0.12% NEW $191.60 +4.8%
55 GBDC GOLUB CAP BDC INC Financial Services 70,000.0 $950K 0.12% NEW $13.57 -4.9%
56 XLC SELECT SECTOR SPDR TR 8,000.0 $942K 0.12% NEW $117.75 -2.1%
57 SPYM SPDR SERIES TRUST 11,731.0 $941K 0.12% NEW $80.21 +7.6%
58 CROX CROCS INC Consumer Cyclical 10,915.0 $933K 0.12% NEW $85.48 +13.5%
59 FLKR FRANKLIN TEMPLETON ETF TR 29,000.0 $929K 0.12% NEW $32.03 +75.7%
60 ARGT GLOBAL X FDS 10,000.0 $914K 0.11% NEW $91.40 -3.5%
Page 3 of 7  ·  138 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 44.3%
Financial Services 27.8%
Communication Services 20.9%
Consumer Cyclical 3.6%
Healthcare 1.7%
Basic Materials 0.8%
Industrials 0.4%
Consumer Defensive 0.3%
Utilities 0.2%
Real Estate 0.1%