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Showing Q3 2024 data
Edgehill Endowment Partners, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Edgehill Endowment Partners, LLC
•CIK: 1676623•Filing: Q3 2024
**Edgehill Endowment Partners, LLC** manages $581M across a concentrated portfolio of six holdings. The strategy exhibits a significant global equity tilt, with the top three positions comprising VT ($206.2M), AGG ($134.3M), and VOO ($133.5M). Further diversification is evident through substantial allocations to fixed income via VGIT ($98.0M). The remaining capital is deployed into sector-specific names, notably ISRA ($5.6M) and XOM ($3.6M).
Total AUM
$581.2M
QoQ Performance
-11.8%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q3 2024
Top Holdings Allocation
VT
AGG
VOO
VGIT
VT35.5%
AGG23.1%
VOO23.0%
VGIT16.9%
ISRA1.0%
XOM0.6%
📈 Biggest Buys
VGIT
VANGUARD SCOTTSDALE FDS
+0.9%
16.9% of portfolio
📉 Biggest Sells
Sector Breakdown
Other76.4%
ETF23.0%
Energy0.6%
Changes from Q2 2024
↑1 increased
↓4 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023