Global Endowment Management, LP

CIK: 0001512237SEC EDGAR →

Portfolio Value

$801.1M

Holdings

138

As of

Q4 2025

New Positions

128

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD BD INDEX FDS

1,879,532$139.2M
17.38%
2

VANGUARD INDEX FDS

281,603$94.4M
11.79%
3

VANGUARD STAR FDS

1,191,840$89.9M
11.22%
4

J P MORGAN EXCHANGE TRADED F

502,455$46.5M
5.81%
5

VANGUARD INTL EQUITY INDEX F

329,171$46.4M
5.80%
6

ALPHABET INC

100,042$31.3M
3.91%
7

MICROSOFT CORP

50,677$24.5M
3.06%
8

NVIDIA CORPORATION

124,579$23.2M
2.90%
9

APPLE INC

79,258$21.5M
2.69%
10

TXO PARTNERS LP

1,868,298$19.9M
2.49%

Quarterly Changes

Top Buys

BBRE↑ Increased
$10.4M
SPY↑ Increased
$4.1M
VXUS↑ Increased
$3.1M
VT↑ Increased
$3.1M
EWJ↑ Increased
$2.2M

Top Sells

TXO↓ Decreased
$17.8M
GOOGL↓ Decreased
$6.5M
VTI↓ Decreased
$6.4M
BND↓ Decreased
$4.8M
GQ9CLOSED
$3.9M

New Positions (14)

$1.3M · 4K shares
$1.1M · 15K shares
$1.0M · 7K shares
$941K · 12K shares
$536K · 14K shares
$518K · 8K shares
$434K · 1K shares
$379K · 2K shares
$346K · 5K shares
$343K · 19K shares
$291K · 10K shares
$286K · 4K shares
$257K · 5K shares
$245K · 1K shares

Closed Positions (4)

$3.9M · 11K shares
$479K · 2K shares
$455K · 2K shares
$347K · 232 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services82$634.7M79.2%
Technology21$100.8M12.6%
Communication Services4$34.1M4.3%
Unknown7$18.8M2.4%
Consumer Cyclical7$6.4M0.8%
Healthcare9$3.4M0.4%
Basic Materials3$1.3M0.2%
Industrials1$660K0.1%
Consumer Defensive2$553K0.1%
Utilities1$299K0.0%
Real Estate1$201K0.0%