Fairfield University

CIK 1717825 · View on SEC EDGAR ↗

Portfolio value
$247.0M
#5,769 of 9,443 by 13F value · top 61.1%
Positions
4
As of
June 30, 2026

Portfolio value QoQ: +23.7% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
4
Effective number of positions
1.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $18,432,393 · sells $0

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
4
Decreased
0
Closed
0
On this page

Sector breakdown

Other/Unmapped
100.0%

Full portfolio 4 positions

Type Streak 8Q trend
VOO $187,107,560 75.76% 272,430 $24,781,117 Up ×2
SPDW $26,014,889 10.53% 516,271 $18,468,918 Up ×1
VNQ $20,988,275 8.50% 217,653 $1,849,090 Up ×6
VTWO Vanguard Russell 2000 ETF $12,859,938 5.21% 105,913 $2,277,208 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
VNQ $20,988,275 8.50% up ×6

Top movers (QoQ)

Security Action Shares Δ Value Δ
VOO Bought more +777 +$24.8M
SPDW Bought more +351K +$18.5M
VTWO Bought more +265 +$2.3M
VNQ Bought more +2K +$1.8M