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CIK: 0001599404
Total reported value
$334.6M
$334.6M
5 檔
105.6%
In Q1 2025, Trustees of Dartmouth College's U.S. equity holdings reached a combined market value of $334.6M, distributed across 5 disclosed stock positions.
In Q1 2025, Trustees of Dartmouth College adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 31 holdings to manage risk exposure.
| # | 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 | 66.32% | -22.92% | EXIT | |
| 2 | OBDC | Blue Owl Capital CORP | Stock-Financials | 13.81% | — | — | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 11.88% | -4.64% | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.40% | -6.72% | EXIT | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.86% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | -1.6% | — | Unchanged |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 3 | OBDC | Blue Owl Capital CORP | — | NEW | New buy |
| 4 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | — | EXIT | Sold out |
| 5 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 6 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 7 | 6PM | Paramount Group Inc | — | EXIT | Sold out |
| 8 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 9 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 11 | XLC | Ss Comm Select Sector Spdr | — | EXIT | Sold out |
| 12 | XLY | Ss Consumer Disc Select Sect | — | EXIT | Sold out |
| 13 | XLF | Ss Financial Select Sector | — | EXIT | Sold out |
| 14 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 15 | USFD | US Foods Holding CORP | — | EXIT | Sold out |
| 16 | CRL | Charles River Laboratories | — | EXIT | Sold out |
| 17 | XLI | Ss Industrial Select Sector | — | EXIT | Sold out |
| 18 | KKR | Kkr & Co Inc | — | EXIT | Sold out |
| 19 | XLP | Ss Consumer Staples Sel Sect | — | EXIT | Sold out |
| 20 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 21 | CVS | Cvs Health CORP | — | EXIT | Sold out |
| 22 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 23 | XLE | Ss Energy Select Sector | — | EXIT | Sold out |
| 24 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 25 | AAPL | Apple Inc | — | EXIT | Sold out |
| 26 | DISCAUSD | Discovery Inc - A | — | EXIT | Sold out |
| 27 | BCS | Barclays Plc-spons Adr | — | EXIT | Sold out |
| 28 | COHREUR | Coherent Inc | — | EXIT | Sold out |
| 29 | AMAT | Applied Materials Inc | — | EXIT | Sold out |
| 30 | JD | Jd.com Inc-adr | — | EXIT | Sold out |
| 31 | PEGIEUR | Pattern Energy Group Inc -a | — | EXIT | Sold out |
| 32 | XLRE | Ss Real Estate Select Sector | — | EXIT | Sold out |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | EXIT | Sold out |
| 34 | BIDU | Baidu Inc - Spon Adr | — | EXIT | Sold out |
| 35 | SLB | Slb LTD | — | EXIT | Sold out |
| 36 | XLB | Ss Materials Select Sector | — | EXIT | Sold out |
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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, OBDC, VTV) accounted for 105.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $234.3M
Top Position Liquidated / Trimmed
XOPUSD
前期市值: $47.5M
During Q1 2025, Trustees of Dartmouth College's top holdings by market value included SPY (66.3%)、OBDC (13.8%)、VTV (11.9%). The largest single position, SPY, represented 66.3% of total portfolio value.
In Q1 2025, Trustees of Dartmouth College made 35 total portfolio adjustments, initiating 4 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 31 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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