Funds · 13F filer · Atlanta, GA

Emory University

$160.1M in 6 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+3.4%S&P 500 +20.9%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2023: $139 against $157 in the S&P 500.2

Emory UniversityS&P 500 (SPY)
$93$100$15720232026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
IAUIshares Gold Tr$89.4M55.9%
BTCGrayscale Bitcoin Mini Tr Et$35.1M22.0%
WBIWaterbridge Infrastructure L$34.3M21.4%
SPYSpdr S&p 500 Etf Tr$643K0.4%+3.6%
ACWIIshares Tr$285K0.2%
NVDANvidia Corporation$242K0.2%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
NVDANvidia CorporationMarch 31, 2024+121.4%$242K
SPYSpdr S&p 500 Etf TrDecember 31, 2023+57.1%$643K
ACWIIshares TrMarch 31, 2024+42.5%$285K
WBIWaterbridge Infrastructure LSeptember 30, 2025+35.9%$34.3M
IAUIshares Gold TrSeptember 30, 2025+3.8%$89.4M
BTCGrayscale Bitcoin Mini Tr EtDecember 31, 2024−38.0%$35.1M

Sold off last quarter

  • RSPInvesco Exchange Traded Fd T was $94.6M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026−1.0%+14.8%
March 31, 2026+3.8%−4.6%
December 31, 2025−5.3%+2.4%
September 30, 2025+6.2%+7.8%
June 30, 2025+32.1%+10.5%
March 31, 2025−5.3%−4.6%
December 31, 2024+11.5%+2.1%
September 30, 2024+3.4%+5.4%
June 30, 2024−4.7%+4.0%
March 31, 2024−2.4%+10.0%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1377635
  2. 2
    Filed August 10, 2026 · accession 0001377635-26-000008