Fund HoldingsGlobal Endowment Management, LP

Total Portfolio Value
$801.10M
Total Bought
$66.52M
Total Sold
$78.78M
Net Transaction
-$12.26M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
BETBULD MSCI
378,027502,455+124,42836,09446,5225.81%+10,428
SELECT SECTOR SPDR TR
ST STR CARE ETF
061,592+61,59209,5341.19%+9,534
ISHARES INC
MSCI JAPAN ETF
0112,581+112,58109,0911.13%+9,091
ALPHABET INC(GOOG)101,959100,042-1,91724,78631,3143.91%+6,528
SPDR S&P 500 ETF TR(SPY)028,852+28,852019,6752.46%+19,675
SPDR SERIES TRUST
ST STR AGGRE ETF
0148,581+148,58103,8260.48%+3,826
SPDR SERIES TRUST
ST BLOO HIGH ETF
035,550+35,55003,4560.43%+3,456
VANGUARD STAR FDS1,181,8721,191,840+9,96886,82089,91311.22%+3,093
VANGUARD INTL EQUITY INDEX F314,751329,171+14,42043,37346,4335.80%+3,060
APPLE INC(AAPL)77,01279,258+2,24619,61021,5472.69%+1,937
ISHARES TR136,080158,940+22,86013,21114,9231.86%+1,712
SPROTT ASSET MANAGEMENT LP(PHYS)396,000396,000011,73013,0761.63%+1,346
BROADCOM INC(AVGO)03,646+3,64601,2620.16%+1,262
ISHARES TR
MSCI IRELAND ETF
015,000+15,00001,1030.14%+1,103
SELECT SECTOR SPDR TR
ST STR INDL ETF
06,500+6,50001,0080.13%+1,008
SELECT SECTOR SPDR TR
ST STR SVC ETF
08,000+8,00009420.12%+942
SPDR SERIES TRUST
ST STR P500ETF
011,731+11,73109410.12%+941
SELECT SECTOR SPDR TR
ST STR TECHN ETF
06,000+6,00008640.11%+864
BARCLAYS BANK PLC(DJP)139,332151,240+11,9084,9385,6880.71%+750
SPDR SERIES TRUST
ST INTER BD ETF
020,230+20,23006840.09%+684
NVIDIA CORPORATION(NVDA)120,938124,579+3,64122,56523,2342.90%+669
ISHARES TR014,000+14,00005360.07%+536
KRANESHARES TRUST50,00077,000+27,0002,1012,6220.33%+522
SPDR SERIES TRUST
ST STR SP REGBNK
08,000+8,00005180.06%+518
SPDR SERIES TRUST
ST STR SW SERV
02,600+2,60004870.06%+487
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,429+1,42904340.05%+434
SPDR SERIES TRUST
ST LONG BD ETF
018,080+18,08004090.05%+409
ISHARES INC6,1109,000+2,8904898750.11%+386
ENOVA INTL INC(ENVA)02,412+2,41203790.05%+379
UNITED STS OIL FD LP(USO)05,000+5,00003460.04%+346
SOTERA HEALTH CO(SHC)019,468+19,46803430.04%+343
SPDR SERIES TRUST
SP O&G EXPL PRO
02,700+2,70003410.04%+341
SPDR INDEX SHS FDS
ST STR PO EX ETF
85,26689,674+4,4083,6493,9830.50%+334
ISHARES TR165,578165,409-16915,10415,4031.92%+299
SPYRE THERAPEUTICS INC(SYRE)18,18418,18403055960.07%+291
ROUNDHILL ETF TRUST
HUMAN ROBOT ETF
09,760+9,76002910.04%+291
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
04,000+4,00002860.04%+286
APOGEE THERAPEUTICS INC(APGE)07,797+7,79705890.07%+589
BILL HOLDINGS INC04,720+4,72002570.03%+257
ISHARES TR01,140+1,14002450.03%+245
VANGUARD INDEX FDS24,68424,463-22115,11615,3411.91%+225
INVESCO EXCH TRADED FD TR II5,50010,000+4,5003255200.06%+195
FRANKLIN TEMPLETON ETF TR
FTSE SOUTH KOREA
29,00029,00007839290.12%+146
CROCS INC(CROX)9,43610,915+1,4797889330.12%+145
ISHARES INC30,00030,00001,4851,6170.20%+132
GOLUB CAP BDC INC(GBDC)070,000+70,00009500.12%+950
VANGUARD TAX-MANAGED FDS48,00048,00002,8762,9990.37%+123
ISHARES TR
0-5YR HI YL CP
10,15012,773+2,6234395470.07%+108
ISHARES INC14,00014,00004615660.07%+105
ISHARES TR
MSCI UK ETF NEW
50,00050,00002,0992,1990.27%+101
ISHARES BITCOIN TRUST ETF(IBIT)7,36311,541+4,1784795730.07%+94
HERCULES CAPITAL INC(HCXY)020,000+20,00003760.05%+376
VANECK ETF TRUST
GOLD MINERS ETF
55,00050,000-5,0004,2024,2890.54%+87
GLOBAL X FDS010,000+10,00009140.11%+914
MORGAN STANLEY ETF TRUST
CALVERT US LARCP
42,44642,101-3453,4753,5470.44%+72
ISHARES TR
ESG AWR US AGRGT
47,99449,674+1,6802,3052,3770.30%+72
EA SERIES TRUST
STRIVE US SEMICO
07,000+7,00004800.06%+480
KASPI KZ JSC(KSPI)5,3306,091+7614354760.06%+41
SPDR INDEX SHS FDS
ST STR EU 50 ETF
17,16017,16001,0661,1050.14%+39
ISHARES INC08,000+8,00004800.06%+480
GMO ETF TRUST
US QUALITY ETF
16,00016,00005796150.08%+36
ISHARES TR
MSCI INDIA ETF
015,500+15,50008380.10%+838
ISHARES INC033,500+33,50001,4240.18%+1,424
ISHARES INC
MSCI ITALY ETF
10,00010,00005205430.07%+24
VANGUARD INTL EQUITY INDEX F05,000+5,00004180.05%+418
ISHARES INC5,0005,00002532700.03%+17
ISHARES TR5,7235,868+1456156300.08%+15
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,0005,00009499580.12%+10
ISHARES INC3,0003,00002052080.03%+3
DBX ETF TR10,00010,00003303290.04%-1
ISHARES INC
MSCI TAIWAN ETF
8,0008,00005095080.06%-1
SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY INTERST
8,0008,00003853830.05%-2
ISHARES TR020,000+20,00002,3870.30%+2,387
KRANESHARES TRUST13,38913,38902292250.03%-4
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
044,700+44,70002,6790.33%+2,679
ISHARES TR040,000+40,00003,3130.41%+3,313
NYLI MACKAY DEFINEDTERM MUNI(MMD)030,000+30,00004460.06%+446
ISHARES TR26,71526,71502,1692,1540.27%-15
SCHWAB STRATEGIC TR27,21826,100-1,1188698510.11%-18
VANECK ETF TRUST
FALLEN ANGEL HG
50,00050,00001,4871,4680.18%-18
INTERCONTINENTAL EXCHANGE IN(ICE)1,6921,635-572852650.03%-20
ISHARES TR140,915141,206+29114,12714,1041.76%-23
INTUIT(INTU)0379+37902510.03%+251
PIMCO MUN INCOME FD II(PML)64,35264,35205094850.06%-24
FLUTTER ENTMT PLC(FLUT)1,0431,094+512652350.03%-30
ISHARES INC40,00040,00001,0801,0480.13%-32
ISHARES INC
MSCI SINGPOR ETF
40,00040,00001,1341,1000.14%-34
ROYAL GOLD INC(RGLD)2,9152,475-4405855500.07%-35
GLOBAL X FDS
GLOBAL X URANIUM
7,9208,000+803783420.04%-36
SPDR INDEX SHS FDS
ST PORT MARK ETF
42,10441,231-8731,9711,9300.24%-41
PIMCO ETF TR
15+ YR US TIPS
30,00030,00001,5981,5530.19%-45
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
46,77046,77002,6592,6100.33%-49
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
56,56856,764+1962,7982,7430.34%-55
IAC INC(PPLI)12,0629,088-2,9744113550.04%-56
KENVUE INC(KVUE)012,807+12,80702210.03%+221
ALIGHT INC093,980+93,98001830.02%+183
MARSH & MCLENNAN COS INC(MRSH)1,5921,352-2403212510.03%-70
CRH PLC
ORD
4,6573,846-8115584800.06%-78
WATERS CORP(WAT)1,105655-4503312490.03%-82
SCHWAB STRATEGIC TR375,122363,887-11,2359,8819,7921.22%-89
Page 1 of 1