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CIK: 0001599404
Total reported value
$334.6M
$334.6M
7 檔
106.0%
During the Q2 2025 filing period, Trustees of Dartmouth College (CIK: 0001599404) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $334.6M across 7 reported positions.
During Q2 2025, Trustees of Dartmouth College performed routine portfolio adjustments (2 new buys, 0 additions, 3 trims, and 0 full exits), keeping overall allocation balanced.
| # | 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 | 64.62% | -22.92% | EXIT | |
| 2 | OBDC | Blue Owl Capital CORP | Stock-Financials | 13.37% | — | — | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 9.03% | -4.64% | -24.95% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 7.03% | -6.86% | — | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.35% | -6.72% | EXIT | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.86% | — | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 0.07% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +7% | NEW | New buy |
| 2 | XLK | Ss Technology Select Sector | +0.1% | NEW | New buy |
| 3 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 4 | OBDC | Blue Owl Capital CORP | -0.4% | — | Unchanged |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.7% | -10.89% | Trim |
| 6 | IJR | Ishares Core S&p Small-cap E | -2.1% | -30.16% | Trim |
| 7 | VTV | Vanguard Value ETF | -2.9% | -24.95% | Trim |
According to official SEC Form 13F filings, Trustees of Dartmouth College reported a total U.S. public equity portfolio value of $334.6M across 7 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, OBDC, VTV) accounted for 106.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
IEMG
市值: $25.1M
Top Position Liquidated / Trimmed
SPY
前期市值: $234.3M
During Q2 2025, Trustees of Dartmouth College's top holdings by market value included SPY (64.6%)、OBDC (13.4%)、VTV (9.0%). The largest single position, SPY, represented 64.6% of total portfolio value.
In Q2 2025, Trustees of Dartmouth College made 5 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 3 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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