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CIK: 0001540951
Total reported value
$76.1M
$76.1M
2 檔
189.1%
In Q1 2025, Summit Rock Advisors, LP's U.S. equity holdings reached a combined market value of $76.1M, distributed across 2 disclosed stock positions.
In Q1 2025, Summit Rock Advisors, LP displayed an active expansion posture, initiating 2 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 82.82% | — | +19.44% | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 17.18% | — | -35.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTWO | Vanguard Russell 2000 ETF | — | NEW | New buy |
| 2 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
According to official SEC Form 13F filings, Summit Rock Advisors, LP reported a total U.S. public equity portfolio value of $76.1M across 2 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTWO, IWP) accounted for 189.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTWO
市值: $119.2M
During Q1 2025, Summit Rock Advisors, LP's top holdings by market value included VTWO (82.8%)、IWP (17.2%). The largest single position, VTWO, represented 82.8% of total portfolio value.
In Q1 2025, Summit Rock Advisors, LP made 2 total portfolio adjustments, initiating 2 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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