John & Kathleen Schreiber Foundation

CIK 1910790 · View on SEC EDGAR ↗

Portfolio value
$95.8M
#8,374 of 9,443 by 13F value · top 88.7%
Positions
4
As of
June 30, 2026

Portfolio value QoQ: -1.8% 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
1.5

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

Turnover Q2 2026: 0.0% Est. buys $0 · sells $3,618,233

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 57.1% still held

New positions
0
Increased
0
Decreased
1
Closed
3
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-25.3%
S&P 500 total return (same window)
+28.1%
Excess return
-53.4%

Annualized: -17.7% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 96.4% · Options excluded: 0.0%

Sector breakdown

Financial Services
89.2%
Real Estate
5.0%
Other/Unmapped
5.8%

Full portfolio 4 positions

Type Streak 8Q trend
BX Blackstone Inc. Common Stock $76,329,782 79.72% 648,677 $-1,797,434 Down ×6
BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest $9,047,295 9.45% 381,581 $7,632
TCHP $5,577,456 5.83% 111,349 $658,071
BXMT Blackstone Mortgage Trust, Inc. Common Stock $4,795,640 5.01% 282,929 $-622,443

Top movers (QoQ)

Security Action Shares Δ Value Δ
BX Trimmed -31K -$1.8M
TCHP Price move only +0 +$658K
BXMT Price move only +0 -$622K
BXSL Price move only +0 +$8K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
ICE March 31, 2025 3,323 $495,093 -6.7%
COF March 31, 2025 1,768 $315,225 21.4%
BATRK March 31, 2025 7,353 $281,333 31.7%