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Portfolio (Quarterly) Guide ↗

National Philanthropic Trust

· CIK 0001785342
13F Portfolio $6.2B AUM 265 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2025 Q4 2024 · All 24 New 52 Added 59 Reduced 28 Exited
Page 12 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SIL GLOBAL X FDS 7,884.0 $311K 0.01% $39.45 +126.6%
222 CFR CULLEN FROST BANKERS INC Financial Services 2,471.0 $309K 0.01% +19.0 +0.8% $125.20 +11.0%
223 ISHARES TR 7,720.0 $306K 0.01% NEW $39.69
224 SBLK STAR BULK CARRIERS CORP. Industrials 19,377.0 $302K 0.01% NEW $15.56 +71.5%
225 HDB HDFC BANK LTD Financial Services 4,452.0 $296K 0.01% $66.44 -62.9%
226 NLOP NET LEASE OFFICE PROPERTIES Real Estate 9,286.0 $291K 0.01% NEW $31.38 -62.3%
227 INTU INTUIT Technology 455.0 $279K 0.01% -12.0 -2.6% $613.99 -50.0%
228 ETN EATON CORP PLC Industrials 1,013.0 $275K 0.00% -201.0 -16.6% $271.83 +40.3%
229 GBDC GOLUB CAP BDC INC Financial Services 18,116.0 $274K 0.00% +7K +57.3% $15.14 -14.3%
230 SPMD SPDR SERIES TRUST 5,325.0 $273K 0.00% $51.18 +24.9%
231 ARCC ARES CAPITAL CORP Financial Services 12,291.0 $272K 0.00% NEW $22.16 -15.4%
232 XMMO INVESCO EXCHANGE TRADED FD T 2,375.0 $270K 0.00% $113.76 +43.6%
233 BLUE OWL CAPITAL CORPORATION 18,385.0 $270K 0.00% -58K -75.9% $14.66
234 ALB ALBEMARLE CORP Basic Materials 3,624.0 $261K 0.00% $72.02 +135.9%
235 GWRE GUIDEWIRE SOFTWARE INC Technology 1,387.0 $260K 0.00% -260.0 -15.8% $187.36 -27.6%
236 AX AXOS FINANCIAL INC Financial Services 4,000.0 $258K 0.00% $64.52 +33.2%
237 LLYVK LIBERTY MEDIA CORP DEL Communication Services 3,768.0 $257K 0.00% $68.14 +44.6%
238 APA APA CORPORATION Energy 12,161.0 $256K 0.00% NEW $21.02 +82.4%
239 ARGT GLOBAL X FDS 3,147.0 $254K 0.00% NEW $80.77 +14.0%
240 VGIT VANGUARD SCOTTSDALE FDS 4,246.0 $252K 0.00% $59.40 -1.1%
Page 12 of 14  ·  265 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 39.8%
Technology 38.3%
Communication Services 10.9%
Consumer Cyclical 6.9%
Healthcare 2.2%
Industrials 0.4%
Consumer Defensive 0.4%
Basic Materials 0.3%
Utilities 0.3%
Energy 0.3%