EMORY UNIVERSITY

CIK 0001377635 · Q2 2026

13F Equity AUM

$160.1M

-40.1% QoQ

Positions

-1 QoQ

AUM Rank

#8,955

Top 71%

Skill Alpha (FF)

-15.7%/yr^ns

No Clear Edge

Rank #8,205 · Top 99%

vs S&P -13.4%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 99.8%Top 10: 100.0%Top 20: 100.0%

IAU*55.9%

BTC21.9%

WBI21.4%

SPY0.4%

ACWI0.2%

NVDA0.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financials55.9%

Financial Services22.5%

Energy21.4%

Other0.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 6Median: 10.92%Avg: 16.67%

0–0.5%

3(0.7%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

3(99.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 6vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased3Decreased0Exited1

Increased

WBI21.4%

+2K(+0%)

IAU*55.9%

+123(+0%)

SPY0.4%

+30(+4%)

Exited

RSP

-492,740

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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