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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
Page 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 2,276.0 $573K 0.43% +189.0 +9.1% $251.64 +1.5%
42 DE DEERE & CO Industrials 864.0 $548K 0.41% +12.0 +1.4% $634.33 -0.6%
43 DIS DISNEY WALT CO Communication Services 5,625.0 $541K 0.41% +240.0 +4.5% $96.25 +12.3%
44 MS MORGAN STANLEY Financial Services 2,543.0 $532K 0.40% +94.0 +3.8% $209.04 +2.7%
45 LIN LINDE PLC Basic Materials 1,008.0 $523K 0.39% +50.0 +5.2% $518.94 -5.7%
46 UNP UNION PAC CORP Industrials 1,912.0 $520K 0.39% +32.0 +1.7% $272.00 +13.0%
47 CSCO CISCO SYS INC Technology 4,307.0 $506K 0.38% +287.0 +7.1% $117.46 -6.4%
48 UNH UNITEDHEALTH GROUP INC Healthcare 1,176.0 $489K 0.37% +60.0 +5.4% $415.63 -5.5%
49 HD HOME DEPOT INC Consumer Cyclical 1,380.0 $487K 0.37% +67.0 +5.1% $352.68 -6.4%
50 GS GOLDMAN SACHS GROUP INC Financial Services 470.0 $475K 0.36% +15.0 +3.3% $1011.37 +2.2%
51 C CITIGROUP INC Financial Services 3,358.0 $470K 0.35% +127.0 +3.9% $139.96 -5.1%
52 PG PROCTER & GAMBLE CO Consumer Defensive 3,199.0 $469K 0.35% +297.0 +10.2% $146.64 -2.0%
53 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 495.0 $463K 0.35% +56.0 +12.8% $935.47 +1.1%
54 SPYG SPDR SERIES TRUST 3,869.0 $460K 0.35% $118.99 +1.9%
55 KO COCA COLA CO Consumer Defensive 5,466.0 $444K 0.34% +666.0 +13.9% $81.27 +10.3%
56 NFLX NETFLIX INC. Communication Services 6,001.0 $428K 0.32% +683.0 +12.8% $71.40 +14.5%
57 COP CONOCOPHILLIPS Energy 3,985.0 $414K 0.31% +567.0 +16.6% $103.96 +25.4%
58 EFA ISHARES TR 3,772.0 $392K 0.29% $103.88 +3.7%
59 UBER UBER TECHNOLOGIES INC Technology 5,096.0 $368K 0.28% +2K +73.9% $72.16 +9.2%
60 YUM YUM BRANDS INC Consumer Cyclical 2,295.0 $367K 0.28% -36.0 -1.5% $159.86 -3.8%
Page 3 of 6  ·  107 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 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%