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Portfolio (Quarterly) Guide ↗

University of Illinois Foundation

· CIK 0001994249
13F Portfolio $487M AUM 31 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 8 Added 1 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 116,018.0 $39.3M 8.05% +49K +73.6% $338.38 +21.7%
2 NVDA NVIDIA CORPORATION Technology 197,250.0 $34.4M 7.06% +85K +75.3% $174.41 +22.2%
3 SMH VANECK ETF TRUST 78,244.0 $30.0M 6.16% +39K +98.1% $383.40 +55.0%
4 AAPL APPLE INC Technology 58,279.0 $14.8M 3.03% +58K +10000.0% $253.79 +22.2%
5 NU NU HLDGS LTD Financial Services 967,010.0 $13.9M 2.85% +662K +217.1% $14.37 -10.5%
6 AMZN AMAZON COM INC Consumer Cyclical 63,845.0 $13.3M 2.73% +22K +52.3% $208.27 +26.6%
7 GOOGL ALPHABET INC Communication Services 40,360.0 $11.6M 2.38% +16K +64.6% $287.56 +34.4%
8 TLT ISHARES TR 6,366.0 $552K 0.11% +1K +23.4% $86.69 -1.8%

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 57.3%
Financial Services 24.6%
Consumer Cyclical 10.8%
Communication Services 7.2%
Industrials 0.1%
Healthcare 0.1%