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CIK: 0001910790
Total reported value
$95.8M
$95.8M
4 檔
148.0%
During the Q2 2025 filing period, John & Kathleen Schreiber Foundation (CIK: 0001910790) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $95.8M across 4 reported positions.
During Q2 2025, John & Kathleen Schreiber Foundation's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | Stock-Financials | 88.29% | -0.41% | -1.52% | |
| 2 | BXSL | Blackstone Secured Lending F | Stock-Financials | 4.31% | +0.18% | — | |
| 3 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 3.84% | -0.55% | — | |
| 4 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 3.56% | +0.77% | — |
According to official SEC Form 13F filings, John & Kathleen Schreiber Foundation reported a total U.S. public equity portfolio value of $95.8M across 4 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BX, BXSL, BXMT) accounted for 148.0% of total reported equity market value during Q2 2025.
During Q2 2025, John & Kathleen Schreiber Foundation's top holdings by market value included BX (88.3%)、BXSL (4.3%)、BXMT (3.8%). The largest single position, BX, represented 88.3% of total portfolio value.
In Q2 2025, John & Kathleen Schreiber Foundation made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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