Georgetown University

CIK: 0001730469SEC EDGAR →

Portfolio Value

$251.2M

Holdings

12

As of

Q4 2025

New Positions

3

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

190,972$59.8M
23.79%
2

SELECT SECTOR SPDR TR

958,251$40.9M
16.28%
3

INVESCO QQQ TR

61,617$37.9M
15.07%
4

BERKSHIRE HATHAWAY INC DEL

51,454$25.9M
10.30%
5

AMAZON COM INC

79,872$18.4M
7.34%
6

CANADIAN PACIFIC KANSAS CITY

232,115$17.1M
6.80%
7

APPLE INC

62,550$17.0M
6.77%
8

ALIBABA GROUP HLDG LTD

107,819$15.8M
6.29%
9

GRANITE RIDGE RESOURCES INC

3,325,470$15.6M
6.22%
10

MICROSOFT CORP

4,073$2.0M
0.78%

Quarterly Changes

Top Buys

GOOGL↑ Increased
$13.4M
AAPL↑ Increased
$1.1M
NDQ↑ Increased
$945K
NGDNEW
$653K
XLU↑ Increased
$569K

Top Sells

PGCLOSED
$11.0M
DHRCLOSED
$9.5M
XPOCLOSED
$9.4M
AMTCLOSED
$9.0M
SBUXCLOSED
$7.2M

New Positions (2)

$653K · 75K shares
$225K · 10K shares

Closed Positions (9)

$11.0M · 72K shares
$9.5M · 48K shares
$9.4M · 73K shares
$9.0M · 47K shares
$7.2M · 85K shares
$6.6M · 23K shares
$3.0M · 8K shares
$2.2M · 117K shares
$489K · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Unknown3$63.9M25.5%
Communication Services1$59.8M23.8%
Financial Services1$40.9M16.3%
Consumer Cyclical2$34.2M13.6%
Technology2$19.0M7.6%
Industrials1$17.1M6.8%
Energy1$15.6M6.2%
Basic Materials1$653K0.3%