UNIVERSITY OF CHICAGO
Portfolio value QoQ: +29.8% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 14.91% Est. buys $55,395,434 · sells $56,211,432
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 87.5% still held
Sector breakdown
Full portfolio 14 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| XLK | $339,181,232 | 80.81% | 1,780,292 | $135,423,603 | Up ×1 | ||
| VT | $51,658,837 | 12.31% | 329,142 | $12,848,458 | Up ×2 | ||
| VOO | $24,675,023 | 5.88% | 35,927 | $-5,497,069 | Down ×3 | ||
| XLC | $1,585,310 | 0.38% | 14,798 | $-27,271,326 | Down ×1 | ||
| PANW | $531,991 | 0.13% | 1,560 | $281,892 | |||
| ODFL | $279,414 | 0.07% | 1,290 | $-13,686 | Down ×1 | ||
| RACE | $279,218 | 0.07% | 750 | $25,380 | |||
| BKNG | $271,816 | 0.06% | 1,525 | $-35,537 | Up ×1 | ||
| SPGI | $243,541 | 0.06% | 598 | $-32,930 | Down ×1 | ||
| SCI | $232,438 | 0.06% | 3,060 | $-35,720 | Down ×1 | ||
| EXP | $225,000 | 0.05% | 1,000 | ||||
| UNH | $207,815 | 0.05% | 500 | ||||
| FIVE | $202,264 | 0.05% | 1,125 | $-83,336 | Down ×1 | ||
| PYXS | $146,680 | 0.03% | 48,731 | $75,533 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| XLK | Bought more | +247K | +$135.4M |
| VT | Bought more | +49K | +$12.8M |
| VOO | Trimmed | -15K | -$5.5M |
| PANW | Price move only | +0 | +$282K |
| FIVE | Trimmed | -125 | -$83K |
| PYXS | Price move only | +0 | +$76K |
| SCI | Trimmed | -190 | -$36K |
| BKNG | Bought more | +1K | -$36K |
| SPGI | Trimmed | -52 | -$33K |
| RACE | Price move only | +0 | +$25K |
1 position hidden — reported move looks larger than the position itself (data completeness check)
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.