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CIK: 0001540951
Total reported value
$76.1M
$76.1M
6 檔
380.7%
The Q4 2024 SEC filing reveals that Summit Rock Advisors, LP held a total portfolio value of $76.1M, covering 6 public equity positions.
During Q4 2024, Summit Rock Advisors, LP'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 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 37.49% | — | +0.80% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 22.17% | — | — | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 13.98% | — | +11.07% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 12.62% | — | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 12.02% | — | — | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.72% | — | — |
According to official SEC Form 13F filings, Summit Rock Advisors, LP reported a total U.S. public equity portfolio value of $76.1M across 6 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTWO, MTUM, IWP) accounted for 380.7% of total reported equity market value during Q4 2024.
During Q4 2024, Summit Rock Advisors, LP's top holdings by market value included VTWO (37.5%)、MTUM (22.2%)、IWP (14.0%). The largest single position, VTWO, represented 37.5% of total portfolio value.
In Q4 2024, Summit Rock Advisors, LP 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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