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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 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PANW PALO ALTO NETWORKS INC Technology 634.0 $216K 0.16% NEW $341.02 +9.0%
102 ADI ANALOG DEVICES INC Technology 541.0 $215K 0.16% NEW $397.17 -8.9%
103 SCZ ISHARES TR 2,552.0 $210K 0.16% $82.27 +5.7%
104 SCHW SCHWAB CHARLES CORP Financial Services 2,239.0 $207K 0.16% NEW $92.27 +19.4%
105 TT TRANE TECHNOLOGIES PLC Industrials 420.0 $206K 0.16% NEW $491.16 -8.6%
106 ETN EATON CORP PLC Industrials 476.0 $203K 0.15% -394.0 -45.3% $426.12 -5.5%
107 CEG CONSTELLATION ENERGY CORP Utilities 815.0 $202K 0.15% NEW $248.37 +11.4%
Page 6 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%