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Portfolio (Quarterly) Guide ↗

New Covenant Trust Company, N.A.

· CIK 0002023097
13F Portfolio $133M AUM 107 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 71 Added 14 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 46,790.0 $17.3M 13.05% -292.0 -0.6% $370.04 +2.5%
2 ESGV VANGUARD WORLD FD 57,492.0 $7.6M 5.73% -11K -16.2% $132.24 +3.3%
3 VOO VANGUARD INDEX FDS 7,139.0 $4.9M 3.70% -43.0 -0.6% $686.81 +3.0%
4 SUSA ISHARES TR 12,145.0 $1.9M 1.41% -940.0 -7.2% $154.30 +2.9%
5 INTC INTEL CORP Technology 6,995.0 $977K 0.74% -42.0 -0.6% $139.63 -35.9%
6 FFLC FIDELITY COVINGTON TRUST 11,777.0 $694K 0.52% -188.0 -1.6% $58.91 +1.9%
7 YUM YUM BRANDS INC Consumer Cyclical 2,295.0 $367K 0.28% -36.0 -1.5% $159.86 -3.8%
8 VBR VANGUARD INDEX FDS 1,477.0 $359K 0.27% -22.0 -1.5% $242.99 +1.6%
9 FITB FIFTH THIRD BANCORP Financial Services 5,274.0 $297K 0.22% -177.0 -3.2% $56.37 -3.2%
10 USB US BANCORP Financial Services 4,575.0 $276K 0.21% -1K -20.8% $60.40 +3.4%
11 SRE SEMPRA Utilities 2,634.0 $244K 0.18% -40.0 -1.5% $92.71 -9.1%
12 MPC MARATHON PETE CORP Energy 900.0 $230K 0.17% -17.0 -1.9% $255.67 +44.3%
13 CAT CATERPILLAR INC Industrials 205.0 $218K 0.17% -93.0 -31.2% $1064.90 -24.9%
14 ETN EATON CORP PLC Industrials 476.0 $203K 0.15% -394.0 -45.3% $426.12 -5.5%

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 39.1%
Financial Services 14.1%
Consumer Cyclical 10.2%
Healthcare 8.9%
Communication Services 7.6%
Industrials 6.9%
Consumer Defensive 4.5%
Utilities 3.6%
Energy 2.3%
Real Estate 1.5%