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CIK: 0000316011
Total reported value
$108.4B
$108.4B
1 檔
78.0%
As reported in its official Q1 2026 Form 13F filing, Lilly Endowment Inc's tracked investment portfolio stood at $108.4B with 1 total positions.
In Q1 2026, Lilly Endowment Inc adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including LLY) accounted for 78.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 100.00% | — | -0.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | — | -0.32% | Trim |
According to official SEC Form 13F filings, Lilly Endowment Inc reported a total U.S. public equity portfolio value of $108.4B across 1 disclosed positions in Q1 2026.
During Q1 2026, Lilly Endowment Inc's top holdings by market value included LLY (100.0%). The largest single position, LLY, represented 100.0% of total portfolio value.
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Top Position Liquidated / Trimmed
LLY
前期市值: $99.1B
In Q1 2026, Lilly Endowment Inc 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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