COMMON FUND FOR NONPROFIT ORGANIZATIONS

CIK 0002022949 · Q1 2026

13F Equity AUM

$1.0B

-15.9% QoQ

Positions

0 QoQ

AUM Rank

#2,733

Top 22%

Skill Alpha (FF)

+0.4%/yr^ns

No Clear Edge

Rank #2,026 · Top 25%

vs S&P -1.2%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 84.7%Top 10: 94.8%Top 20: 99.7%

SPY35.2%

GUNR21.4%

ACWI11.8%

VOO11.2%

AGG5.1%

RSP3.0%

VNQ2.3%

IVV2.0%

EEM1.7%

IJH1.0%

Others (16)5.2%

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

Sector Allocation

Financial Services99.9%

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

Position Sizing

Positions: 26Median: 0.79%Avg: 3.85%

0–0.5%

12(1.8%)

0.5–1%

4(3.4%)

1–3%

4(7.1%)

3–5%

1(3.0%)

5%+

5(84.7%)

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

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Portfolio Overlap

Shared: 26Unique: 0vs 20 funds

0.4%Low

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.5%

BANK OF AMERICA CORP /DE/

0.5%

0.5%

0.8%

0.6%

0.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased13Decreased10Exited0

Increased

AGG5.1%

+72K(+16%)

GUNR21.4%

+45K(+1%)

VOO11.2%

+25K(+15%)

ACWX0.3%

+22K(+70%)

IVV2.0%

+3K(+12%)

CATH0.9%

+784(+1%)

VCSH0.5%

+429(+1%)

GVI0.0%

+370(+18%)

IJH1.0%

+363(+0%)

EAGG0.1%

+191(+2%)

Decreased

SPY35.2%

-254,467(-31%)

VEA0.2%

-218,720(-87%)

EFA0.7%

-213,158(-73%)

ACWI11.8%

-114,236(-11%)

RSP3.0%

-55,594(-26%)

VNQ2.3%

-4,625(-2%)

VWO0.0%

-3,198(-35%)

IEF0.8%

-693(-1%)

SUSA0.1%

-54(-1%)

ESGD0.0%

-40(-2%)

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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