AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
The filing for the Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York reveals a highly concentrated investment portfolio characterized by a singular, strategic asset allocation. As of the reporting period ending September 30, 2025, the total portfolio value stands at approximately $132.48 million. This represents a decrease of 10.2% from the previous quarter's value of $147.49 million. The most striking feature of this portfolio is its lack of di...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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