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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 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VBR VANGUARD INDEX FDS 1,477.0 $359K 0.27% -22.0 -1.5% $242.99 +1.6%
62 BIV VANGUARD BD INDEX FDS 4,653.0 $357K 0.27% +134.0 +3.0% $76.70 -1.7%
63 WFC WELLS FARGO & CO Financial Services 4,294.0 $355K 0.27% +324.0 +8.2% $82.64 +4.9%
64 WELL WELLTOWER INC Real Estate 1,540.0 $350K 0.26% NEW $226.97 +4.9%
65 AXP AMERICAN EXPRESS CO Financial Services 1,033.0 $349K 0.26% +67.0 +6.9% $338.25 -1.5%
66 KLAC KLA CORP Technology 1,108.0 $334K 0.25% NEW $301.71 -41.8%
67 PLD PROLOGIS INC. Real Estate 2,454.0 $332K 0.25% +126.0 +5.4% $135.47 +3.9%
68 TXN TEXAS INSTRS INC Technology 1,098.0 $327K 0.25% +63.0 +6.1% $298.07 -13.2%
69 SO SOUTHERN CO Utilities 3,363.0 $322K 0.24% +1K +53.8% $95.71 -7.8%
70 DSI ISHARES TR 2,256.0 $321K 0.24% $142.39 +3.5%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 1,113.0 $313K 0.24% +83.0 +8.1% $281.21 -16.2%
72 CVX CHEVRON CORPORATION Energy 1,811.0 $300K 0.23% +50.0 +2.8% $165.76 +21.8%
73 FITB FIFTH THIRD BANCORP Financial Services 5,274.0 $297K 0.22% -177.0 -3.2% $56.37 -3.2%
74 TMO THERMO FISHER SCIENTIFIC INC Healthcare 588.0 $295K 0.22% +78.0 +15.3% $501.36 +24.1%
75 ABT ABBOTT LABORATORIES Healthcare 3,248.0 $295K 0.22% +229.0 +7.6% $90.74 +23.9%
76 UPS UNITED PARCEL SVCS INC Industrials 2,696.0 $290K 0.22% +337.0 +14.3% $107.50 -2.0%
77 VZ VERIZON COMMUNICATIONS INC Communication Services 6,745.0 $286K 0.21% +677.0 +11.2% $42.34 +18.3%
78 SHW SHERWIN WILLIAMS CO Basic Materials 821.0 $283K 0.21% +18.0 +2.2% $344.32 +0.2%
79 MCD MCDONALDS CORP Consumer Cyclical 1,040.0 $281K 0.21% +77.0 +8.0% $270.31 -2.0%
80 LOW LOWES COS INC Consumer Cyclical 1,267.0 $279K 0.21% +44.0 +3.6% $220.49 -5.6%
Page 4 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%