FO
Friends Of THE Cornell Lab Of Ornithology, Inc. — 13F Filing & Top Stock Positions (Q2 2026)
Friends Of THE Cornell Lab Of Ornithology, Inc.CIK: 0002145869
Momentum followerConcentrated strategyQuality / disciplined sizing
Total reported value
$123.8M
Reporting period: 2026-06-30 · Number of holdings: 5
FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. disclosed 5 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $123.8M and a quarterly turnover rate of 15.6%.
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Personality snowflake
- Concentration
- 94.56
- Portfolio Stability
- 15.55
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 10
- Sizing Uniformity
- 95.23
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim BRK-A
0.0% $921.3K
Add IWM
+3.5% $6.4M
Add SPY
+3.2% $6.4M
Trim VEA
+2.6% $2.4M
Add EEM
+2.2% $1.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 32.87% | +0.46% | +3.22% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 25.38% | +1.72% | +3.46% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 18.15% | -2.19% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.75% | -0.39% | +2.63% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 7.84% | +0.39% | +2.16% |
Portfolio Performance
Performance for Q3 2026
+1.7%
Performance Last 4 Quarters
+10.9%
Based on 80% of reported portfolio value with available pricing
- Stdev
- +19.9%
- Beta
- +1.04
- Alpha
- -3.4%
- Max Drawdown
- -1.7%
- Annualized Perf
- +22.9%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.49
- Stutzer
- +0.36
- Treynor
- +0.21
- Sterling
- —
- Calmar
- +13.34
- Information Ratio
- -0.57
- Tracking Error
- +4%
- Stdev Down
- +9%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.4
- Sharpe
- +1.13
- Stdev Sectors
- —
- Skewness
- +0.15
- Kurtosis
- -0.77
- Upside Potential
- +4.24
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Friends Of THE Cornell Lab Of Ornithology, Inc.'s most significant position changes for 2026-06-30: Add: Ishares Russell 2000 ETF (IWM) — shares +3.46%; Add: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares +3.22%; Add: Vanguard Ftse Developed ETF (VEA) — shares +2.63%; Add: Ishares Msci Emerging Market (EEM) — shares +2.16%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +1.7% | +3.46% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +3.22% | Add |
| 3 | EEM | Ishares Msci Emerging Market | +0.4% | +2.16% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | -0.4% | +2.63% | Add |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | -2.2% | — | Unchanged |
Filing History
FAQ
What is Friends Of THE Cornell Lab Of Ornithology, Inc. and what type of investor is it?
Friends Of THE Cornell Lab Of Ornithology, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $123.8M, spread across 5 disclosed positions.
What are Friends Of THE Cornell Lab Of Ornithology, Inc.'s largest equity positions?
Based on the latest 13F filing, Friends Of THE Cornell Lab Of Ornithology, Inc.'s top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $40.7M (32.9%)
2. Ishares Russell 2000 ETF (IWM) — $31.4M (25.4%)
3. Berkshire Hathaway Inc-cl A (BRK-A) — $22.5M (18.1%)
4. Vanguard Ftse Developed ETF (VEA) — $19.5M (15.8%)
5. Ishares Msci Emerging Market (EEM) — $9.7M (7.8%)
What changes did Friends Of THE Cornell Lab Of Ornithology, Inc. make in its most recent portfolio filing?
In the latest quarter, Friends Of THE Cornell Lab Of Ornithology, Inc. was primarily adding exposure — initiating 0 new positions and adding to 4 existing holdings. The largest of these moves: Add: Ishares Russell 2000 ETF (IWM) — shares +3.46%; Add: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares +3.22%; Add: Vanguard Ftse Developed ETF (VEA) — shares +2.63%; Add: Ishares Msci Emerging Market (EEM) — shares +2.16%
What sectors does Friends Of THE Cornell Lab Of Ornithology, Inc. focus on?
Sector breakdown data is not yet available for Friends Of THE Cornell Lab Of Ornithology, Inc.. Check back after the next 13F processing cycle.
Investment Profile
Friends Of THE Cornell Lab Of Ornithology, Inc. returned an annualized 22.9% over the trailing 6 months — underperforming the S&P 500 by 3.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.04 (roughly in line with the market) and a 50% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
Its turnover score has risen from 0 to 16 over the past 2 quarters — a shift toward more active trading.
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Developer Access
Access Friends Of THE Cornell Lab Of Ornithology, Inc.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/friends-of-the-cornell-lab-of-ornithology-inc-0002145869CLI
npx alphasmo institutions get friends-of-the-cornell-lab-of-ornithology-inc-0002145869