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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 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USB US BANCORP Financial Services 4,575.0 $276K 0.21% -1K -20.8% $60.40 +3.4%
82 MMM 3M CO Industrials 1,658.0 $268K 0.20% +84.0 +5.3% $161.91 +7.7%
83 PH PARKER-HANNIFIN CORP Industrials 273.0 $267K 0.20% NEW $978.12 +1.7%
84 COF CAPITAL ONE FINL CORP Financial Services 1,288.0 $258K 0.20% NEW $200.62 +7.5%
85 T AT&T INC Communication Services 12,314.0 $255K 0.19% +1K +10.1% $20.70 +25.7%
86 WM WASTE MGMT INC DEL Industrials 1,130.0 $252K 0.19% +78.0 +7.4% $222.88 -1.4%
87 AMGN AMGEN INC Healthcare 690.0 $250K 0.19% +70.0 +11.3% $362.12 +19.4%
88 TJX TJX COS INC NEW Consumer Cyclical 1,643.0 $249K 0.19% +85.0 +5.5% $151.50 -10.8%
89 QCOM QUALCOMM INC Technology 1,322.0 $244K 0.18% NEW $184.79 -11.1%
90 SRE SEMPRA Utilities 2,634.0 $244K 0.18% -40.0 -1.5% $92.71 -9.1%
91 BLK BLACKROCK INC Financial Services 248.0 $238K 0.18% +18.0 +7.8% $961.56 +21.1%
92 PFE PFIZER INC Healthcare 9,883.0 $238K 0.18% +752.0 +8.2% $24.08 +16.1%
93 SLB SLB LIMITED Energy 5,108.0 $237K 0.18% +623.0 +13.9% $46.49 +23.3%
94 EQIX EQUINIX INC Real Estate 226.0 $236K 0.18% +17.0 +8.1% $1042.39 +0.2%
95 HWM HOWMET AEROSPACE INC Industrials 873.0 $235K 0.18% NEW $268.86 -1.5%
96 VONV VANGUARD SCOTTSDALE FDS 2,184.0 $232K 0.17% $106.31 +6.6%
97 MPC MARATHON PETE CORP Energy 900.0 $230K 0.17% -17.0 -1.9% $255.67 +44.3%
98 PEP PEPSICO INC Consumer Defensive 1,685.0 $228K 0.17% +177.0 +11.7% $135.40 +4.2%
99 WMB WILLIAMS COS INC Energy 2,962.0 $220K 0.17% NEW $74.34 -0.8%
100 CAT CATERPILLAR INC Industrials 205.0 $218K 0.17% -93.0 -31.2% $1064.90 -24.9%
Page 5 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%