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Trustees of Dartmouth College13F | |
| Trustees of Dartmouth College | |
| Last update 2025-07-23 | 7 Stocks (2 new) |
| Value $357.00 Mil | Turnover 7 % |
Trustees of Dartmouth College Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 373,200 | 230,581.6 | -10.89% | 64.620 | -7.22% | 0.040 | +18.80% | +8.86% | 654,366.5 | ||
OBDC | Blue Owl Capital Corp | 3,326,984 | 47,708.9 | 0% | 13.370 | 0% | 0.650 | +9.65% | +4.43% | 7,640.2 | Asset Management | |
VTV | Vanguard Value ETF | 182,250 | 32,210.9 | -24.95% | 9.030 | -2.96% | 0.020 | +11.15% | +7.87% | 135,521.3 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 417,700 | 25,074.5 | New Holding | 7.030 | +7.03% | 0.030 | +17.87% | +20.24% | 100,742.8 | ||
IJR | iShares Core S&P Small-Cap ETF | 174,600 | 19,082.0 | -30.16% | 5.350 | -2.23% | 0.020 | +17.04% | -0.26% | 83,183.4 | ||
XOM | Exxon Mobil Corp | 17,600 | 1,897.3 | 0% | 0.530 | 0% | 0.000 | +3.33% | +4.06% | 473,758.6 | Oil & Gas | |
XLK | Technology Select Sector SPDR ETF | 1,035 | 262.1 | New Holding | 0.070 | +0.07% | 0.000 | +31.65% | +12.33% | 82,708.7 |
Trustees of Dartmouth College's Historical Top Holdings Breakdowns
Trustees of Dartmouth College's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Reduce Reduce | -7.22% | 496.48 ($571.44) 617.85 | $634.21 | 10.98% | Reduce -10.89% | 373,200 | -45,600 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-06-30 | New Buy New Buy | +7.03% | 47.74 ($55.77) 60.03 | $62.03 | 11.22% | New holding | 417,700 | 417,700 | |
VTV | Vanguard Value ETF | 2025-06-30 | Reduce Reduce | -2.96% | 153.67 ($168.97) 176.74 | $180.57 | 6.87% | Reduce -24.95% | 182,250 | -60,600 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Reduce Reduce | -2.23% | 90.56 ($103.39) 109.49 | $114.15 | 10.41% | Reduce -30.16% | 174,600 | -75,400 | |
XLK | Technology Select Sector SPDR ETF | 2025-06-30 | New Buy New Buy | +0.07% | 179.73 ($221.69) 253.23 | $260.29 | 17.41% | New holding | 1,035 | 1,035 | |
| OBDE Unlock Delisted | Blue Owl Capital Corp III | 2025-03-31 | Sold Out Sold Out | -14.53% | 14.14 ($14.43) 14.71 | $14.14 | -2.01% | Sold Out | 0 | -3,402,174 | |
OBDC | Blue Owl Capital Corp | 2025-03-31 | New Buy New Buy | +13.81% | 14.08 ($15.02) 15.64 | $14.95 | -0.47% | New holding | 3,326,984 | 3,326,984 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | New Buy New Buy | +7.40% | 102.49 ($112.84) 119.96 | $114.15 | 1.16% | New holding | 250,000 | 250,000 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Sold Out Sold Out | -0.07% | 206.38 ($226.74) 242.18 | $260.29 | 14.80% | Sold Out | 0 | -955 | |
VTV | Vanguard Value ETF | 2024-12-31 | Reduce Reduce | -4.69% | 168.32 ($175.52) 181.87 | $180.57 | 2.88% | Reduce -30.39% | 242,850 | -106,000 |
Trustees of Dartmouth College Total Holding History ($B)
Trustees of Dartmouth College's Asset Allocation
Trustees of Dartmouth College Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Trustees of Dartmouth College's Hypothetical Growth since 2025-06-30
Trustees of Dartmouth College's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Trustees of Dartmouth College's Holdings Heat Map
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Trustees of Dartmouth College's Holdings Bubble Chart
Trustees of Dartmouth College News
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