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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 13 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CLS CELESTICA INC Technology 3,200.0 $252K 0.00% $78.81 +350.2%
242 VGSH VANGUARD SCOTTSDALE FDS 4,285.0 $251K 0.00% $58.69 -0.8%
243 CTAS CINTAS CORP Industrials 1,204.0 $247K 0.00% NEW $205.53 -16.1%
244 ASTRAZENECA PLC 3,343.0 $246K 0.00% $73.50
245 ZM ZOOM COMMUNICATIONS INC Technology 3,298.0 $243K 0.00% $73.77 +34.8%
246 ERTH INVESCO EXCHANGE TRADED FD T 6,166.0 $240K 0.00% +263.0 +4.5% $38.84 +28.1%
247 GDX VANECK ETF TRUST 5,187.0 $238K 0.00% NEW $45.97 +87.2%
248 TRGP TARGA RES CORP Energy 1,163.0 $233K 0.00% NEW $200.47 +35.0%
249 DIVERSIFIED ENERGY COMPANY P 17,129.0 $232K 0.00% $13.52
250 SOMNIGROUP INTERNATIONAL INC 3,752.0 $225K 0.00% NEW $59.88
251 BARRICK GOLD CORP 11,529.0 $224K 0.00% NEW $19.44
252 FCG FIRST TR EXCHANGE-TRADED FD 8,792.0 $218K 0.00% $24.85 +21.5%
253 PPLT ABRDN PLATINUM ETF TRUST Financial Services 2,331.0 $213K 0.00% NEW $91.37 -80.5%
254 HCC WARRIOR MET COAL INC Energy 4,453.0 $212K 0.00% $47.72 +79.1%
255 DES WISDOMTREE TR 6,500.0 $208K 0.00% $31.96 +19.8%
256 ENTG ENTEGRIS INC Technology 2,371.0 $207K 0.00% NEW $87.48 +50.2%
257 VYM VANGUARD WHITEHALL FDS 1,599.0 $206K 0.00% $128.96 +21.9%
258 VALE VALE S A Basic Materials 16,097.0 $161K 0.00% NEW $9.98 +63.8%
259 BLACKROCK TECH AND PRIVATE E 21,190.0 $133K 0.00% $6.26
260 SB SAFE BULKERS INC Industrials 30,954.0 $114K 0.00% -33K -51.5% $3.69 +87.0%
Page 13 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%