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Portfolio (Quarterly) Guide ↗

Vanderbilt University

· CIK 0001825985
13F Portfolio $728M AUM 74 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 74 New
Page 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVT INVENTRUST PPTYS CORP Real Estate 17,278.0 $612K 0.08% NEW $35.40 -7.0%
62 NNN NNN REIT INC Real Estate 12,996.0 $605K 0.08% NEW $46.53 -1.7%
63 COLD AMERICOLD REALTY TRUST INC Real Estate 33,021.0 $519K 0.07% NEW $15.72 -3.2%
64 KIM KIMCO REALTY CORP Real Estate 17,656.0 $448K 0.06% NEW $25.35 -5.3%
65 NSA NATIONAL STORAGE AFFILIATES Real Estate 8,587.0 $382K 0.05% NEW $44.47 -2.4%
66 SBRA SABRA HEALTH CARE REIT INC Real Estate 18,454.0 $360K 0.05% NEW $19.51 +4.9%
67 VNO VORNADO RLTY TR Real Estate 8,980.0 $353K 0.05% NEW $39.30 -3.4%
68 REGCO REGENCY CTRS CORP 3,976.0 $317K 0.04% NEW $79.74
69 SKT TANGER INC Real Estate 7,767.0 $307K 0.04% NEW $39.47 -3.4%
70 CRWD CROWDSTRIKE HLDGS INC Technology 368.0 $281K 0.04% NEW $190.79 -0.4%
71 BNL BROADSTONE NET LEASE INC Real Estate 13,410.0 $277K 0.04% NEW $20.67 +2.0%
72 AMPX AMPRIUS TECHNOLOGIES INC Industrials 19,941.0 $276K 0.04% NEW $13.86 -25.3%
73 IRT INDEPENDENCE RLTY TR INC Real Estate 16,186.0 $270K 0.04% NEW $16.69 -0.4%
74 MPT MEDICAL PROPERTIES TRUST INC Financial Services 40,582.0 $187K 0.03% NEW $4.62 -11.1%
Page 4 of 4  ·  74 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
Real Estate 49.3%
Technology 17.5%
Communication Services 12.2%
Financial Services 8.5%
Consumer Cyclical 5.5%
Healthcare 3.2%
Industrials 2.3%
Utilities 1.5%