Call To Action Foundation
Long book
$511.1M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
+14.9%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsCall To Action Foundation is a wealth-management firm allocating client money, running a $511.1M US long book across 1 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD S&P 500 ETF.
Over the last 9 quarters its long book ran on average 0pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.4%
Q2 2024
+5.8%
Q3 2024
+2.4%
Q4 2024
-4.3%
Q1 2025
+10.9%
Q2 2025
+8.1%
Q3 2025
+2.7%
Q4 2025
-4.4%
Q1 2026
+14.9%
Sector allocation
No sector data
Long book by quarter
What does Call To own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 1 | $511.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 1 | $534.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 1 | $560.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 1 | $521.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 1 | $466.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 6, 2025 | 1 | $488.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 1, 2024 | 1 | $475.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 1 | $454.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 1 | $480.5M | canonical | SEC ↗ |