Trustees of Columbia University in the City of New York
Long book
$891.0M
Q1 2026
Positions
3
Top-10 weight
100%
concentration
Last quarter
+14.8%
SPY +14.8%
Turnover
60%
of book per quarter
Strategy in plain words
auto-generated from filingsTrustees of Columbia University in the City of New York is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $891.0M US long book across 3 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, COHEN & CO INC, SURROZEN INC-CW25.
Over the last 6 quarters its long book ran on average 0pp per quarter ahead of the S&P 500, beating the index in 3 of 6 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
Q4 2024
-4.4%
Q1 2025
+11.1%
Q2 2025
+8.2%
Q3 2025
+2.7%
Q4 2025
-4.4%
Q1 2026
+14.8%
Sector allocation
Financials 100%
Long book by quarter
What does Trustees of own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| COHN COHEN & CO INC | Financials | 20.0K | $302K | 0.0% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 3 | $891.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 4 | $829.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 8 | $655.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 9 | $690.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 10 | $631.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 13 | $633.7M | canonical | SEC ↗ |