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CIK: 0001103139
Total reported value
$3.1B
$3.1B
21 檔
66.0%
At the close of Q1 2026, Adventist Health System Sunbelt Healthcare CORP disclosed equity holdings valued at approximately $3.1B, spread across 21 reported holdings.
In Q1 2026, Adventist Health System Sunbelt Healthcare CORP adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 20.83% | -1.24% | +0.57% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 15.34% | -9.41% | — | |
| 3 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | ETF-Other | 14.67% | -1.10% | +20.53% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.67% | +17.27% | -61.79% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 9.58% | +0.09% | -7.61% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 5.65% | -0.70% | +113.73% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.37% | -2.85% | -0.15% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.98% | -1.00% | +215.93% | |
| 9 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 3.22% | +0.11% | -44.42% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.78% | +0.25% | +36.79% | |
| 11 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 2.41% | -2.04% | -55.66% | |
| 12 | ALLW | State Street Brgwtr All Wthr | ETF-Other | 1.09% | -0.08% | -14.54% | |
| 13 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.53% | -0.53% | EXIT | |
| 14 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.36% | +0.01% | +0.00% | |
| 15 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.35% | -0.03% | — | |
| 16 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.34% | -0.34% | EXIT | |
| 17 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.28% | -0.28% | EXIT | |
| 18 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.26% | -0.26% | EXIT | |
| 19 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.20% | -0.20% | EXIT | |
| 20 | ✓ | Bondbloxx ETF Trust | ETF-Other | 0.05% | -0.05% | EXIT | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.01% | — | +0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | +4.2% | +20.53% | Add |
| 2 | JPST | Jpmorgan Ultra-short Income | +3.6% | +215.93% | Add |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | +3.4% | +113.73% | Add |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | +2.8% | +0.57% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +1.1% | +36.79% | Add |
| 6 | IXUS | Ishares Core Intl Stock ETF | +1% | -7.61% | Trim |
| 7 | SCHP | Schwab U.s. Tips ETF | +0.8% | -0.15% | Trim |
| 8 | ALLW | State Street Brgwtr All Wthr | +0.1% | -14.54% | Trim |
| 9 | EUSA | Ishares Msci USA Equal Weigh | +0.1% | +0.00% | Add |
| 10 | GOVT | Ishares US Treasury Bond ETF | — | +0.09% | Add |
| 11 | ✓ | Bondbloxx ETF Trust | -0.2% | -79.48% | Trim |
| 12 | ✓ | Bondbloxx ETF Trust | -0.2% | -55.16% | Trim |
| 13 | ✓ | Bondbloxx ETF Trust | -0.3% | -54.84% | Trim |
| 14 | ✓ | Bondbloxx ETF Trust | -0.3% | -55.42% | Trim |
| 15 | ✓ | Bondbloxx ETF Trust | -0.3% | -55.17% | Trim |
| 16 | ✓ | Bondbloxx ETF Trust | -0.5% | -54.57% | Trim |
| 17 | EMLC | Vaneck JPM Em Local Curr Bnd | -1.9% | -44.42% | Trim |
| 18 | IAUM | Ishares Gold Trust Micro | -1.9% | -55.66% | Trim |
| 19 | IVV | Ishares Core S&p 500 ETF | -15.6% | -61.79% | Trim |
| 20 | VUSB | Vanguard Ultra Short Bond Et | — | NEW | New buy |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | EXIT | Sold out |
| 22 | AAPL | Apple Inc | — | EXIT | Sold out |
| 23 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | — | EXIT | Sold out |
| 25 | BKLN | Invesco Senior Loan ETF | — | NEW | New buy |
| 26 | ✓ | Bondbloxx ETF Trust | — | EXIT | Sold out |
According to official SEC Form 13F filings, Adventist Health System Sunbelt Healthcare CORP reported a total U.S. public equity portfolio value of $3.1B across 21 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including EMB, VUSB, XEMD) accounted for 66.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
VUSB
市值: $438.4M
Top Position Liquidated / Trimmed
SPYM
前期市值: $168.7M
During Q1 2026, Adventist Health System Sunbelt Healthcare CORP's top holdings by market value included EMB (20.8%)、VUSB (15.3%)、XEMD (14.7%). The largest single position, EMB, represented 20.8% of total portfolio value.
In Q1 2026, Adventist Health System Sunbelt Healthcare CORP made 26 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 12 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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