EMORY UNIVERSITY 13F: Quarter-over-Quarter Portfolio Changes
EMORY UNIVERSITY reported a disclosed portfolio value of approximately $160.1 million in its latest SEC Form 13F-HR filing for Q2 2026, down 40.1% quarter on quarter. Over the quarter, the endowment bought more shares in 3 holdings and exited 1 position.
EMORY UNIVERSITY's top buy was State Str Spdr S&p 500 ETF T (SPY) . The endowment bought 3.6% more shares, lifting the position's portfolio weight by 0.2 percentage points. Its top sell was Invesco Exchange Traded Fd T (RSP) . The endowment exited the position completely after it had accounted for 35.4% of the previous portfolio.
Top BuysQ2 2026
The endowment's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | +0.2% | +3.6% | History → |
| WATERBRIDGE INFRASTRUCTURE L | WBI | +11.4% | +0.2% | History → |
| ISHARES GOLD TR | IAU | +16.8% | +0.0% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| INVESCO EXCHANGE TRADED FD T | RSP | 35.4% |
Net Portfolio Value ChangeQ2 2026
- $0.3BPrior quarter
- $0.2BCurrent quarter
- $-0.1BNet delta
- -40.1%% change
Methodology & FAQ
How EMORY UNIVERSITY Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for EMORY UNIVERSITY: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did EMORY UNIVERSITY buy in Q2 2026?
In Q2 2026, EMORY UNIVERSITY bought more shares of STATE STR SPDR S&P 500 ETF T (SPY), WATERBRIDGE INFRASTRUCTURE L (WBI), ISHARES GOLD TR (IAU).
What stocks did EMORY UNIVERSITY sell in Q2 2026?
In Q2 2026, EMORY UNIVERSITY fully sold 1 position (INVESCO EXCHANGE TRADED FD T (RSP)).
Which positions did EMORY UNIVERSITY initiate in Q2 2026?
EMORY UNIVERSITY established no new positions in Q2 2026.
Which existing positions saw the largest allocation increases for EMORY UNIVERSITY in Q2 2026?
Of 3 existing positions with share-count increases in Q2 2026, the largest were: STATE STR SPDR S&P 500 ETF T (SPY, +0.2% weight, +3.6% shares), WATERBRIDGE INFRASTRUCTURE L (WBI, +11.4% weight, +0.2% shares), ISHARES GOLD TR (IAU, +16.8% weight, +0.0% shares).
Which positions did EMORY UNIVERSITY fully exit in Q2 2026?
EMORY UNIVERSITY fully exited 1 position in Q2 2026: INVESCO EXCHANGE TRADED FD T (RSP, last-reported weight 35.4%).
Which existing positions saw the largest allocation reductions for EMORY UNIVERSITY in Q2 2026?
EMORY UNIVERSITY reported no material allocation reductions in existing positions in Q2 2026.
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.