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CIK: 0001994249
Total reported value
$559.8M
$559.8M
14 檔
43.3%
In Q4 2025, University of Illinois Foundation's U.S. equity holdings reached a combined market value of $559.8M, distributed across 14 disclosed stock positions.
In Q4 2025, University of Illinois Foundation displayed an active expansion posture, initiating 5 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | 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 | 48.46% | -0.67% | EXIT | |
| 2 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 11.99% | — | — | |
| 3 | XLV | Ss Health Care Select Sector | ETF-Other | 8.63% | +6.94% | NEW | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 7.21% | +1.39% | -0.02% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.99% | +1.86% | +0.21% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.89% | -1.46% | — | |
| 7 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 3.95% | — | +57.83% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.32% | +2.54% | +93.71% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.64% | +4.04% | — | |
| 10 | NU | Nu Holdings Ltd. | Stock-Financials | 1.75% | +0.28% | — | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.15% | +2.11% | — | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 0.01% | — | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | — | +0.82% | — | |
| 14 | NTES | Netease Inc-adr | Stock-Comm Services | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.6% | +93.71% | Add |
| 2 | FOUR | Shift4 Payments Inc-class A | +0.8% | +57.83% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | — | Unchanged |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +0.21% | Add |
| 5 | SMH | Vaneck Semiconductor ETF | +0.3% | — | Unchanged |
| 6 | TLT | Ishares 20+ Year Treasury Bd | 0% | — | Unchanged |
| 7 | NVDA | Nvidia CORP | -0.2% | -0.02% | Trim |
| 8 | KWEB | Kranesh Csi China Internet | -3.2% | — | Unchanged |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | -10.6% | -17.64% | Trim |
| 10 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 11 | NU | Nu Holdings Ltd. | — | NEW | New buy |
| 12 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 13 | CNP | Centerpoint Energy Inc | — | EXIT | Sold out |
| 14 | LRCX | Lam Research CORP | — | NEW | New buy |
| 15 | MS | Morgan Stanley | — | EXIT | Sold out |
| 16 | AAPL | Apple Inc | — | NEW | New buy |
| 17 | NTES | Netease Inc-adr | — | NEW | New buy |
According to official SEC Form 13F filings, University of Illinois Foundation reported a total U.S. public equity portfolio value of $559.8M across 14 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, KWEB, XLV) accounted for 43.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLV
市值: $25.1M
Top Position Liquidated / Trimmed
BAC
前期市值: $52.3K
During Q4 2025, University of Illinois Foundation's top holdings by market value included SPY (48.5%)、KWEB (12.0%)、XLV (8.6%). The largest single position, SPY, represented 48.5% of total portfolio value.
In Q4 2025, University of Illinois Foundation made 13 total portfolio adjustments, initiating 5 new buys, adding to 3 positions, trimming 2 holdings, and fully liquidating 3 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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