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Portfolio (Quarterly) Guide ↗

Gray Foundation

· CIK 0002011602
13F Portfolio $454M AUM 9 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INDA ISHARES TR 383,911.0 $19.0M 4.18% -42K -9.8% $49.39 +1.7%

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
Consumer Cyclical 91.5%
Real Estate 3.9%
Healthcare 2.4%
Industrials 2.2%