National Philanthropic Trust

All 13F Filings

Location
Jenkintown, PA
Most recent 13F
Q2 2026
Holdings value ($000)
6,915,270
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 409 6,915,270 13F-HR National Philanthropic Trust
Q1 2026 5/15/2026 365 9,382,715 13F-HR National Philanthropic Trust
Q4 2025 5/15/2026 386 10,129,603 13F-HR National Philanthropic Trust
Q3 2025 5/15/2026 326 8,943,181 13F-HR National Philanthropic Trust
Q2 2025 5/15/2026 283 7,467,515 13F-HR National Philanthropic Trust
Q1 2025 5/15/2026 265 6,189,971 13F-HR National Philanthropic Trust
Q4 2024 5/15/2026 269 6,936,006 13F-HR National Philanthropic Trust
Q3 2024 5/15/2026 253 5,512,579 13F-HR National Philanthropic Trust
Q2 2024 5/15/2026 258 5,243,267 13F-HR National Philanthropic Trust
Q1 2024 5/15/2026 269 4,580,068 13F-HR National Philanthropic Trust
Q4 2023 6/12/2026 308 3,772,729 13F-HR National Philanthropic Trust
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 3.679 M 53.2% 0 2.873 M -2.873 M
ETFs 3.11 M 45.0% 406.8 K 0 406.8 K
Debt 126.2 K 1.8% 0 1.394 K -1.394 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
6,915,270
Holdings
409
QoQ value change ($000)
-2,467,445 (-26.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.