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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 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KSA ISHARES TR 158,712.0 $5.9M 0.81% NEW $37.31 +2.7%
22 MCO MOODYS CORP Financial Services 11,166.0 $5.1M 0.69% NEW $452.92 +11.1%
23 VOYG VOYAGER TECHNOLOGIES INC Industrials 136,925.0 $4.4M 0.61% NEW $32.25 +19.1%
24 HUDSON PACIFIC PROPERTIES IN 271,165.0 $4.1M 0.57% NEW $15.19
25 AVGO BROADCOM INC Technology 9,329.0 $3.5M 0.48% NEW $377.75 -2.5%
26 DLR DIGITAL RLTY TR INC Real Estate 19,464.0 $3.5M 0.48% NEW $179.58 +6.1%
27 CSGP COSTAR GROUP INC Real Estate 123,160.0 $3.5M 0.48% NEW $28.32 +13.9%
28 PSA PUBLIC STORAGE Real Estate 10,771.0 $3.4M 0.47% NEW $318.31 +1.3%
29 VST VISTRA CORP Utilities 19,632.0 $3.1M 0.43% NEW $158.63 -14.1%
30 O REALTY INCOME CORP Real Estate 48,040.0 $3.0M 0.41% NEW $61.96 +1.0%
31 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 45,190.0 $2.9M 0.40% NEW $64.45 +1.6%
32 GLPI GAMING & LEISURE P Real Estate 61,509.0 $2.7M 0.38% NEW $44.53 -2.2%
33 MSCI MSCI INC Financial Services 4,549.0 $2.5M 0.35% NEW $560.04 +0.6%
34 TSLA TESLA INC Consumer Cyclical 5,800.0 $2.4M 0.34% NEW $420.60 -13.7%
35 AVB AVALONBAY CMNTYS INC Real Estate 12,839.0 $2.4M 0.33% NEW $188.69 -2.5%
36 EQR EQUITY RESIDENTIAL Real Estate 34,311.0 $2.3M 0.32% NEW $67.93 -6.3%
37 BAP CREDICORP LTD Financial Services 5,586.0 $2.2M 0.30% NEW $389.58 -2.7%
38 SBAC SBA COMMUNICATIONS CORP Real Estate 12,210.0 $2.2M 0.30% NEW $176.46 +3.5%
39 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 39,157.0 $2.1M 0.28% NEW $52.85 +1.2%
40 INVH INVITATION HOMES INC Real Estate 66,303.0 $2.0M 0.28% NEW $30.21 -0.3%
Page 2 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%