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CIK: 0002111628
Total reported value
$330.5M
$330.5M
4 檔
130.0%
At the close of Q1 2026, Laura & John Arnold Foundation disclosed equity holdings valued at approximately $330.5M, spread across 4 reported holdings.
In Q1 2026, Laura & John Arnold Foundation adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 44.90% | -32.64% | — | |
| 2 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 27.58% | +12.99% | — | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 21.70% | +13.05% | -50.15% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.82% | +2.83% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +13.3% | — | Unchanged |
| 2 | AMZN | Amazon.com Inc | +0.9% | — | Unchanged |
| 3 | IGV | Ishares Expanded Tech-softwa | +0.1% | — | Unchanged |
| 4 | GOOG | Alphabet Inc-cl C | -14.3% | -50.15% | Trim |
According to official SEC Form 13F filings, Laura & John Arnold Foundation reported a total U.S. public equity portfolio value of $330.5M across 4 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including XLU, IGV, GOOG) accounted for 130.0% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
GOOG
前期市值: $204.6M
During Q1 2026, Laura & John Arnold Foundation's top holdings by market value included XLU (44.9%)、IGV (27.6%)、GOOG (21.7%). The largest single position, XLU, represented 44.9% of total portfolio value.
In Q1 2026, Laura & John Arnold Foundation made 1 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 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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