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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 5 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CUBI CUSTOMERS BANCORP INC Financial Services 103,200.0 $5.2M 0.08% $50.20 +50.8%
82 ALGN ALIGN TECHNOLOGY INC Healthcare 31,642.0 $5.0M 0.08% +23K +266.1% $158.86 +2.6%
83 CRBN ISHARES TR 26,268.0 $5.0M 0.08% -6K -17.5% $191.18 +31.5%
84 ICLR ICON PLC Healthcare 28,654.0 $5.0M 0.08% $174.99 -33.4%
85 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 30,000.0 $5.0M 0.08% -200.0 -0.7% $166.63 +7.0%
86 HIMS HIMS & HERS HEALTH INC Healthcare 165,186.0 $4.9M 0.08% NEW $29.55 -18.7%
87 CHTR CHARTER COMMUNICATIONS INC N Communication Services 13,118.0 $4.8M 0.08% +2K +21.2% $368.53 -59.6%
88 ABX ABACUS GLOBAL MGMT INC Financial Services 625,000.0 $4.7M 0.08% $7.49 +19.8%
89 CACC CREDIT ACCEP CORP MICH Financial Services 8,961.0 $4.6M 0.07% -4K -32.2% $516.35 +6.0%
90 COST COSTCO WHSL CORP NEW Consumer Defensive 4,775.0 $4.5M 0.07% $945.78 +11.1%
91 DBX DROPBOX INC Technology 158,204.0 $4.2M 0.07% $26.71 +2.0%
92 IVW ISHARES TR 44,350.0 $4.1M 0.07% +2K +5.7% $92.83 +47.2%
93 INCY INCYTE CORP Healthcare 67,655.0 $4.1M 0.07% $60.55 +60.9%
94 CVX CHEVRON CORP NEW Energy 24,051.0 $4.0M 0.07% $167.29 +14.2%
95 VTV VANGUARD INDEX FDS 22,440.0 $3.9M 0.06% $172.74 +21.0%
96 ESGU ISHARES TR 31,704.0 $3.9M 0.06% $121.91 +32.8%
97 JNJ JOHNSON & JOHNSON Healthcare 22,927.0 $3.8M 0.06% $165.84 +39.7%
98 AIQ GLOBAL X FDS 100,422.0 $3.7M 0.06% +22K +27.8% $36.38 +72.1%
99 IJR ISHARES TR 33,798.0 $3.5M 0.06% $104.57 +30.3%
100 ACWI ISHARES TR 30,329.0 $3.5M 0.06% NEW $116.39 +33.8%
Page 5 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%