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Portfolio (Quarterly) Guide ↗

Gray Foundation

· CIK 0002011602
13F Portfolio $399M AUM 11 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BA BOEING CO Industrials 26,400.0 $5.7M 1.44% NEW $217.12 +1.1%
2 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 37,800.0 $5.4M 1.34% NEW $141.83 +9.6%
3 ASTRAZENECA PLC 36,537.0 $3.4M 0.84% NEW $91.93

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
Consumer Cyclical 79.8%
Communication Services 12.8%
Real Estate 3.4%
Industrials 2.1%
Healthcare 1.9%