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CIK: 0001599404
Total reported value
$334.6M
$334.6M
5 檔
164.0%
At the close of Q2 2024, Trustees of Dartmouth College disclosed equity holdings valued at approximately $334.6M, spread across 5 reported holdings.
During Q2 2024, Trustees of Dartmouth College'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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 74.77% | -22.92% | EXIT | |
| 2 | OBDC | Blue Owl Capital Corporation | Stock-Financials | 14.62% | — | — | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 10.20% | -4.64% | -68.28% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.86% | — | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 0.04% | +0.01% | — |
According to official SEC Form 13F filings, Trustees of Dartmouth College reported a total U.S. public equity portfolio value of $334.6M across 5 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, OBDC, VTV) accounted for 164.0% of total reported equity market value during Q2 2024.
During Q2 2024, Trustees of Dartmouth College's top holdings by market value included SPY (74.8%)、OBDC (14.6%)、VTV (10.2%). The largest single position, SPY, represented 74.8% of total portfolio value.
In Q2 2024, Trustees of Dartmouth College 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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