Global Endowment Management, LP

CIK: 0001512237SEC EDGAR →

Portfolio Value

$801K

Holdings

138

As of

Q4 2025

New Positions

128

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD BD INDEX FDS

1,879,532$139K
17.38%
2

VANGUARD INDEX FDS

281,603$94K
11.79%
3

VANGUARD STAR FDS

1,191,840$90K
11.22%
4

J P MORGAN EXCHANGE TRADED F

502,455$47K
5.81%
5

VANGUARD INTL EQUITY INDEX F

329,171$46K
5.80%
6

ALPHABET INC

100,042$31K
3.91%
7

MICROSOFT CORP

50,677$25K
3.06%
8

NVIDIA CORPORATION

124,579$23K
2.90%
9

APPLE INC

79,258$22K
2.69%
10

TXO PARTNERS LP

1,868,298$20K
2.49%

Quarterly Changes

Top Buys

MSFT↑ Increased
$24K
SPY↑ Increased
$20K
BBRE↑ Increased
$10K
VXUS↑ Increased
$3K
VT↑ Increased
$3K

Top Sells

TXO↓ Decreased
$18K
VOO↓ Decreased
$15K
GOOGL↓ Decreased
$7K
VTI↓ Decreased
$6K
BND↓ Decreased
$5K

New Positions (14)

$1K · 4K shares
$1K · 15K shares
$1K · 7K shares
$941 · 12K shares
$536 · 14K shares
$518 · 8K shares
$434 · 1K shares
$379 · 2K shares
$346 · 5K shares
$343 · 19K shares
$291 · 10K shares
$286 · 4K shares
$257 · 5K shares
$245 · 1K shares

Closed Positions (4)

$4K · 11K shares
$479 · 2K shares
$455 · 2K shares
$347 · 232 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services82$635K79.2%
Technology20$101K12.6%
Communication Services5$34K4.3%
Unknown7$19K2.4%
Consumer Cyclical7$6K0.8%
Healthcare9$3K0.4%
Basic Materials3$1K0.2%
Industrials1$6600.1%
Consumer Defensive2$5530.1%
Utilities1$2990.0%
Real Estate1$2010.0%