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Portfolio (Quarterly) Guide ↗

New Covenant Trust Company, N.A.

· CIK 0002023097
13F Portfolio $111M AUM 90 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 90 New
Page 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SRE SEMPRA Utilities 2,674.0 $240K 0.22% NEW $89.71 +1.2%
82 MU MICRON TECHNOLOGY INC Technology 752.0 $237K 0.21% NEW $315.42 +134.5%
83 SHW SHERWIN WILLIAMS CO Basic Materials 698.0 $229K 0.21% NEW $327.84 -8.3%
84 BLK BLACKROCK INC Financial Services 210.0 $228K 0.21% NEW $1085.06 -3.7%
85 VZ VERIZON COMMUNICATIONS INC Communication Services 5,623.0 $228K 0.21% NEW $40.52 +17.2%
86 INTC INTEL CORP Technology 5,775.0 $227K 0.20% NEW $39.38 +192.0%
87 SCZ ISHARES TR 2,650.0 $207K 0.19% NEW $78.21 +7.7%
88 DUK DUKE ENERGY CORP NEW Utilities 1,747.0 $205K 0.18% NEW $117.44 +5.0%
89 VONV VANGUARD SCOTTSDALE FDS 2,184.0 $203K 0.18% NEW $93.12 +9.3%
90 PFE PFIZER INC Healthcare 7,998.0 $201K 0.18% NEW $25.18 +1.8%
Page 5 of 5  ·  90 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
Technology 36.1%
Financial Services 16.4%
Communication Services 12.1%
Consumer Cyclical 10.9%
Healthcare 9.2%
Industrials 5.9%
Consumer Defensive 4.6%
Utilities 1.9%
Energy 1.3%
Basic Materials 1.1%