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Portfolio (Quarterly) Guide ↗

National Philanthropic Trust

· CIK 0001785342
13F Portfolio $6.2B AUM 265 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2025 Q4 2024 · All 24 New 52 Added 59 Reduced 28 Exited
Page 4 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHY ISHARES TR 89,293.0 $7.4M 0.12% -16K -15.5% $82.73 -0.7%
62 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 16,917.0 $7.4M 0.12% -8K -31.7% $434.96 -10.4%
63 RSP INVESCO EXCHANGE TRADED FD T 41,892.0 $7.3M 0.12% +20K +91.2% $173.23 +18.2%
64 BND VANGUARD BD INDEX FDS 98,138.0 $7.2M 0.12% $73.45 -0.7%
65 VEA VANGUARD TAX-MANAGED FDS 139,910.0 $7.1M 0.12% -11K -7.5% $50.83 +39.1%
66 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 100,087.0 $7.0M 0.11% $70.40 -0.5%
67 ITOT ISHARES TR 57,062.0 $7.0M 0.11% +3K +6.4% $122.01 +32.9%
68 ENPH ENPHASE ENERGY INC Energy 108,000.0 $6.7M 0.11% $62.05 +0.5%
69 LUNR INTUITIVE MACHINES INC Industrials 870,000.0 $6.5M 0.10% +570K +190.0% $7.45 +359.6%
70 ETON PHARMACEUTICALS INC 492,112.0 $6.4M 0.10% $12.98
71 BERKSHIRE HATHAWAY INC DEL 11,899.0 $6.3M 0.10% -5K -31.3% $532.58
72 MELI MERCADOLIBRE INC Consumer Cyclical 3,210.0 $6.3M 0.10% $1950.87 -14.0%
73 ARES ARES MANAGEMENT CORPORATION Financial Services 41,408.0 $6.1M 0.10% +29K +242.2% $146.61 -15.4%
74 MCO MOODYS CORP Financial Services 12,430.0 $5.8M 0.09% $465.69 -4.4%
75 GLD SPDR GOLD TR Financial Services 19,968.0 $5.8M 0.09% +2K +8.8% $288.14 +44.7%
76 COF CAPITAL ONE FINL CORP Financial Services 32,029.0 $5.7M 0.09% -15K -31.7% $179.30 +4.1%
77 HOOD ROBINHOOD MKTS INC Financial Services 134,264.0 $5.6M 0.09% $41.62 +82.4%
78 CANADIAN PACIFIC KANSAS CITY 76,826.0 $5.4M 0.09% +34K +78.1% $70.21
79 LIBERTY MEDIA CORP DEL 58,526.0 $5.3M 0.09% -41K -41.2% $90.01
80 TDG TRANSDIGM GROUP INC Industrials 3,782.0 $5.2M 0.09% -3K -39.8% $1383.29 -13.4%
Page 4 of 14  ·  265 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
Financial Services 39.8%
Technology 38.3%
Communication Services 10.9%
Consumer Cyclical 6.9%
Healthcare 2.2%
Industrials 0.4%
Consumer Defensive 0.4%
Basic Materials 0.3%
Utilities 0.3%
Energy 0.3%