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CIK: 0002134719
Total reported value
$248.5M
$248.5M
2 檔
77.0%
As reported in its official Q1 2026 Form 13F filing, Pennsylvania State University's tracked investment portfolio stood at $248.5M with 2 total positions.
In Q1 2026, Pennsylvania State University 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 | IAU | Ishares Gold Trust | ETF-Commodities | 72.54% | -24.72% | -9.08% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 27.46% | -4.48% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | +0.3% | — | Unchanged |
| 2 | IAU | Ishares Gold Trust | -0.3% | -9.08% | Trim |
According to official SEC Form 13F filings, Pennsylvania State University reported a total U.S. public equity portfolio value of $248.5M across 2 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, VNQ) accounted for 77.0% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
IAU
前期市值: $140.5M
During Q1 2026, Pennsylvania State University's top holdings by market value included IAU (72.5%)、VNQ (27.5%). The largest single position, IAU, represented 72.5% of total portfolio value.
In Q1 2026, Pennsylvania State University 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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