Data as of Q4 2025 (Dec 31, 2025)

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP

•CIK: 1103139•Filing: Q4 2025

Adventist Health System Sunbelt Healthcare Corp, with $3.4 billion in assets under management, is led by a team known for a conservative investment approach focused on healthcare and infrastructure. Recently, the fund has increased its positions in XEMD and EMB significantly, while cutting JPST by 53% and exiting JAAA, reflecting a strategic shift towards more stable, income-generating assets.

Total AUM
$3.4B
QoQ Performance
+46.1%
Positions
12
Top 10 Concentration
89.6%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
EMB
XEMD
IXUS
EMLC
SPYM
IVV27.2%
EMB18.1%
XEMD10.5%
IXUS8.6%
EMLC5.1%
SPYM5.0%
SCHP4.6%
IAUM4.3%

📈 Biggest Buys

IVV
ISHARES TR
+69.7%
27.2% of portfolio
EMB
ISHARES TR
+96.0%
18.1% of portfolio
XEMD
BONDBLOXX ETF TRUST
+101.9%
10.5% of portfolio
AAPL
APPLE INC
NEW
3.1% of portfolio
TSLA
TESLA INC
NEW
3.1% of portfolio

📉 Biggest Sells

IAUM
ISHARES GOLD TR
-50.0%
4.3% of portfolio
JPST
J P MORGAN EXCHANGE TRADED F
-53.0%
1.3% of portfolio
XHYT
BONDBLOXX ETF TRUST
-25.1%
1.0% of portfolio
VWOB
VANGUARD WHITEHALL FDS
-42.3%
0.4% of portfolio
XHYI
BONDBLOXX ETF TRUST
-25.1%
0.7% of portfolio

Sector Breakdown

Other66.5%
ETF27.2%
Technology3.1%
Consumer3.1%

🚪 Exited Positionssold since Q3 2025

JAAA
JANUS DETROIT STR TR
SOLD
$55.5M

Changes from Q3 2025

NEW3 new positions
↑8 increased
↓12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV27.2%
ISHARES TR
$915.2M
EMB18.1%
ISHARES TR
$606.6M
XEMD10.5%
BONDBLOXX ETF TRUST
$352.8M
IXUS8.6%
ISHARES TR
$289.6M
EMLC5.1%
VANECK ETF TRUST
$170.3M

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