DOSSIER · 13F-HR · Q2 2026
Santa Clara Valley Transportation Authority
$129M in tracked AUM across 4 positions as of Q2 2026.
SC
CIK 0002043469 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
The Santa Clara Valley Transportation Authority (SCVTA) manages a highly concentrated investment portfolio totaling approximately $66.75 million as of the report date September 30, 2025. The portfolio is characterized by extreme consolidation, comprising only two holdings, both of which are Exchange Traded Funds (ETFs). This structure suggests a "core-satellite" approach where the entire portfolio is treated as a strategic core allocation. The portfolio underwent a signif...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.