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CIK: 0001674705
Total reported value
$210.1M
$210.1M
2 檔
104.3%
According to the latest 13F quarterly dataset, William Marsh Rice University managed an equity portfolio of $210.1M at the end of Q2 2026, spanning 2 distinct U.S. exchange-listed positions.
In Q2 2026, William Marsh Rice University adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 63.91% | -2.52% | -9.72% | |
| 2 | BSM | Black Stone Minerals LP | Stock-Other | 36.09% | +2.52% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.7% | -9.72% | Trim |
| 2 | BSM | Black Stone Minerals LP | -2.7% | — | Unchanged |
According to official SEC Form 13F filings, William Marsh Rice University reported a total U.S. public equity portfolio value of $210.1M across 2 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BSM) accounted for 104.3% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
VOO
前期市值: $135.0M
During Q2 2026, William Marsh Rice University's top holdings by market value included VOO (63.9%)、BSM (36.1%). The largest single position, VOO, represented 63.9% of total portfolio value.
In Q2 2026, William Marsh Rice University made 1 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 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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