Pennsylvania State University
CIK 2134719 · View on SEC EDGAR ↗
- Portfolio value
- $248.5M
- Positions
- 3
- As of
- June 30, 2026
#5,753 of 9,443 by 13F value · top 60.9%
Portfolio value QoQ: +29.9% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 3
- Effective number of positions
- 2.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $72,574,364 · sells $0
- New positions
- 1
- Increased
- 0
- Decreased
- 0
- Closed
- 0
On this page
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 3 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IAU | $118,860,215 | 47.82% | 1,574,099 | $-19,912,353 | |||
| BBJP | $72,574,364 | 29.20% | 963,675 | Up ×1 | |||
| VNQ | $57,109,125 | 22.98% | 592,234 | $4,577,969 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| BBJP | $72,574,364 | 963,675 | 29.20% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IAU | Price move only | +0 | -$19.9M |
| VNQ | Price move only | +0 | +$4.6M |