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CIK: 0001540951
Total reported value
$76.1M
$76.1M
1 檔
21.0%
The Q1 2026 SEC filing reveals that Summit Rock Advisors, LP held a total portfolio value of $76.1M, covering 1 public equity positions.
Summit Rock Advisors, LP executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 1 holdings and trimming 0 positions.
In terms of portfolio concentration, the top 5 core holdings (including IEFA) accounted for 21.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 100.00% | -78.98% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 2 | KWEB | Kranesh Csi China Internet | — | EXIT | Sold out |
According to official SEC Form 13F filings, Summit Rock Advisors, LP reported a total U.S. public equity portfolio value of $76.1M across 1 disclosed positions in Q1 2026.
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Top New Position Initiated
IEFA
市值: $16.0M
Top Position Liquidated / Trimmed
KWEB
前期市值: $228.4K
During Q1 2026, Summit Rock Advisors, LP's top holdings by market value included IEFA (100.0%). The largest single position, IEFA, represented 100.0% of total portfolio value.
In Q1 2026, Summit Rock Advisors, LP made 2 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 1 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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