EMORY UNIVERSITY

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
7
Total value ($000)
$267,393
Net value change ($000)
+110,343 (70.3%)
New positions
1
Sold out positions
1
Turnover %
35.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RSP 94,567 NEW
IAU 8,279 8.6%
WBI 6,780 33.9%
BTC 974 2.5%
Top Reduces (Value $000, Stocks/ETFs)
IBIT -221 -100.0%
SPY -16 -2.9%
NVDA -14 -6.2%
ACWI -6 -2.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type