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Portfolio (Quarterly) Guide ↗

Global Endowment Management, LP

· CIK 0001512237
13F Portfolio $896M AUM 126 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 45 Added 26 Reduced 19 Exited
Page 3 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VGK VANGUARD INTL EQUITY INDEX F 25,000.0 $2.1M 0.23% +20K +400.0% $82.44 +4.8%
42 META META PLATFORMS INC Communication Services 3,327.0 $1.9M 0.21% +150.0 +4.7% $571.99 +6.9%
43 EWP ISHARES INC 30,000.0 $1.6M 0.18% $54.30 +2.8%
44 DXJ WISDOMTREE TR 10,000.0 $1.6M 0.18% NEW $158.60 +6.2%
45 ANGL VANECK ETF TRUST 50,000.0 $1.4M 0.16% $28.72 +0.1%
46 FLKR FRANKLIN TEMPLETON ETF TR 33,895.0 $1.4M 0.15% +5K +16.9% $39.86 +41.2%
47 EWG ISHARES INC 33,500.0 $1.3M 0.15% $39.67 +6.0%
48 SPIB SPDR SERIES TRUST 37,054.0 $1.2M 0.14% +17K +83.2% $33.55 -1.1%
49 EWA ISHARES INC 40,000.0 $1.1M 0.12% $27.75 +2.8%
50 FEZ SPDR INDEX SHS FDS 17,160.0 $1.1M 0.12% $62.06 +5.1%
51 XLI SELECT SECTOR SPDR TR 6,500.0 $1.1M 0.12% $161.69 +4.4%
52 EIRL ISHARES TR 15,000.0 $1.0M 0.12% $68.87 +5.5%
53 LTPZ PIMCO ETF TR 20,000.0 $1.0M 0.11% -10K -33.3% $51.05 -2.3%
54 SPYM SPDR SERIES TRUST 12,914.0 $988K 0.11% +1K +10.1% $76.51 +12.9%
55 RSP INVESCO EXCHANGE TRADED FD T 5,000.0 $960K 0.11% $192.00 +5.0%
56 SYRE SPYRE THERAPEUTICS INC Healthcare 18,184.0 $917K 0.10% $50.43 +39.0%
57 CROX CROCS INC Consumer Cyclical 10,915.0 $906K 0.10% $83.01 +16.9%
58 XLC SELECT SECTOR SPDR TR 8,000.0 $887K 0.10% $110.88 +4.5%
59 GBDC GOLUB CAP BDC INC Financial Services 70,000.0 $886K 0.10% $12.66 +2.0%
60 EWS ISHARES INC 30,000.0 $847K 0.10% -10K -25.0% $28.23 +3.5%
Page 3 of 7  ·  126 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 40.7%
Financial Services 31.6%
Communication Services 20.2%
Consumer Cyclical 3.6%
Healthcare 1.7%
Basic Materials 1.0%
Consumer Defensive 0.5%
Industrials 0.2%
Real Estate 0.2%
Utilities 0.2%