Data as of Q4 2025 (Dec 31, 2025)

William Marsh Rice University

โ€ขCIK: 1674705โ€ขFiling: Q4 2025

**William Marsh Rice University** manages $203M across a focused portfolio of two core positions. The fund maintains a significant allocation to VOO, representing $128.2M, suggesting a core commitment to broad market equity exposure. Complementing this is a substantial $75.3M holding in BSM, indicating a targeted, concentrated approach within its investment mandate.

Total AUM
$203.5M
QoQ Performance
+39.4%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
BSM
VOO63.0%
BSM37.0%

๐Ÿ“ˆ Biggest Buys

VOO
VANGUARD INDEX FDS
+75.0%
63.0% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

ETF63.0%
Other37.0%

Changes from Q3 2025

โ†‘1 increased

Historical Filings

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