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Portfolio (Quarterly) Guide ↗

Hirtle & Co., LLC

· CIK 0001360710
13F Portfolio $2.9B AUM 112 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 18 Added 33 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 THR THERMON GROUP HLDGS INC COM Industrials 75,000.0 $3.8M 0.13% NEW $50.40 +29.8%
2 VANGUARD LONG-TERM TAX-EXEMPT BOND ETF 4,203.0 $431K 0.01% NEW $102.51
3 ACWX ISHARES MSCI ACWI EX U.S. ETF 4,745.0 $325K 0.01% NEW $68.47 +10.0%
4 PSX PHILLIPS 66 COM Energy 1,350.0 $246K 0.01% NEW $182.18 -1.6%
5 AMAT APPLIED MATLS INC COM Technology 702.0 $240K 0.01% NEW $341.79 +25.0%
6 EQIX EQUINIX INC COM Real Estate 224.0 $220K 0.01% NEW $980.24 +10.0%
7 JBL JABIL INC COM Technology 810.0 $215K 0.01% NEW $265.63 +34.2%
8 NET CLOUDFLARE INC CL A COM Technology 1,001.0 $207K 0.01% NEW $206.34 +3.1%

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
Financial Services 90.5%
Consumer Defensive 3.7%
Communication Services 3.0%
Technology 1.6%
Industrials 0.6%
Healthcare 0.4%
Energy 0.1%
Utilities 0.1%
Real Estate 0.0%