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CIK: 0001420995
Total reported value
$467.8M
$467.8M
3 檔
190.4%
According to the latest 13F quarterly dataset, Trustees of Columbia University in the City of New York managed an equity portfolio of $467.8M at the end of Q1 2026, spanning 3 distinct U.S. exchange-listed positions.
Trustees of Columbia University in the City of New York executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 2 holdings and trimming 0 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 99.97% | -1.24% | +13.01% | |
| 2 | COHN | Cohen & Co Inc | Stock-Other | 0.03% | -0.03% | EXIT | |
| 3 | SRZNW | Surrozen Inc-cw25 | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +13.01% | Add |
| 2 | SRZNW | Surrozen Inc-cw25 | — | — | Unchanged |
| 3 | IWB | Ishares Russell 1000 ETF | — | EXIT | Sold out |
| 4 | FIG | Figma Inc-cl A | — | EXIT | Sold out |
| 5 | COHN | Cohen & Co Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Trustees of Columbia University in the City of New York reported a total U.S. public equity portfolio value of $467.8M across 3 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, COHN, SRZNW) accounted for 190.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
COHN
市值: $301.8K
Top Position Liquidated / Trimmed
IWB
前期市值: $2.9M
During Q1 2026, Trustees of Columbia University in the City of New York's top holdings by market value included SPY (100.0%)、COHN (0.0%)、SRZNW (0.0%). The largest single position, SPY, represented 100.0% of total portfolio value.
In Q1 2026, Trustees of Columbia University in the City of New York made 4 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 2 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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