New Covenant Trust Company, N.A. — 13F Holdings & Portfolio

CIK 2023097 · latest 13F-HR filed 2026-07-14

New Covenant Trust Company, N.A. manages $132.7M in 13F-reported U.S. long-equity assets across 107 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (13.05%), VXUS (8.31%), BND (6.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 1, added to 69, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
200 EAST TWELFTH STREET
JEFFERSONVILLE, IN 47130
Phone
(800) 858-6127
Filing Manager
New Covenant Trust Company, N.A.
JEFFERSONVILLE, IN
Signatory
Ashley L. Smalley-Ray
Director of Compliance
Loading holdings…
AUM

$132.7M

Long-equity book

Holdings

107

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+12 / −1 / ↑69 / ↓10

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$2.2M +14.6%
  • VANGUARD STAR FDS$1.2M +12.1%
  • NVIDIA CORPORATION$1.0M +24.7%
  • APPLE INC$915.7K +19.5%
  • MICRON TECHNOLOGY INC$827.2K +241.0%
Show all 69

Top Trims

  • EATON CORP PLC-$108.3K -34.8%
  • NETFLIX INC.-$82.9K -16.2%
  • AT&T INC-$69.3K -21.4%
  • CHEVRON CORPORATION-$64.2K -17.6%
  • CONOCOPHILLIPS-$36.9K -8.2%
Show all 10

New Positions

  • WELLTOWER INC$349.5K
  • KLA CORP$334.3K
  • PARKER-HANNIFIN CORP$267.0K
  • CAPITAL ONE FINL CORP$258.4K
  • QUALCOMM INC$244.3K
Show all 12

Exited Positions

  • FEDEX CORP$283.2K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $17.3M 13.05% 46,790 SH
2 VANGUARD STAR FDS VXUS 921909768 $11.0M 8.31% 128,985 SH
3 VANGUARD BD INDEX FDS BND 921937835 $8.1M 6.14% 110,932 SH
4 VANGUARD WORLD FD ESGV 921910733 $7.6M 5.73% 57,492 SH
5 VANGUARD WORLD FD VSGX 921910725 $5.7M 4.30% 69,287 SH
6 APPLE INC AAPL 037833100 $5.6M 4.23% 19,372 SH
7 NVIDIA CORPORATION NVDA 67066G104 $5.1M 3.87% 25,683 SH
8 VANGUARD INDEX FDS VOO 922908363 $4.9M 3.70% 7,139 SH
9 MICROSOFT CORP MSFT 594918104 $3.8M 2.83% 10,060 SH
10 AMAZON COM INC AMZN 023135106 $3.2M 2.38% 13,226 SH
11 VANGUARD WHITEHALL FDS VYM 921946406 $3.1M 2.33% 19,544 SH
12 VANGUARD INDEX FDS VO 922908629 $2.7M 2.03% 33,344 SH
13 ALPHABET INC GOOGL 02079K305 $1.9M 1.44% 5,355 SH
14 ISHARES TR SUSA 464288802 $1.9M 1.41% 12,145 SH
15 ALPHABET INC GOOG 02079K107 $1.9M 1.41% 5,297 SH
16 JPMORGAN CHASE & CO JPM 46625H100 $1.8M 1.39% 5,620 SH
17 BROADCOM INC AVGO 11135F101 $1.8M 1.36% 4,768 SH
18 VANGUARD INDEX FDS VB 922908751 $1.8M 1.34% 5,850 SH
19 ELI LILLY & CO LLY 532457108 $1.5M 1.12% 1,238 SH
20 TESLA INC TSLA 88160R101 $1.4M 1.09% 3,430 SH
21 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.3M 0.95% 15,113 SH
22 META PLATFORMS INC META 30303M102 $1.2M 0.93% 2,200 SH
23 GE AEROSPACE GE 369604301 $1.2M 0.93% 3,288 SH
24 MICRON TECHNOLOGY INC MU 595112103 $1.2M 0.88% 1,014 SH
25 WALMART INC WMT 931142103 $1.1M 0.85% 9,991 SH
26 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.1M 0.85% 1,505 SH
27 JOHNSON & JOHNSON JNJ 478160104 $1.0M 0.78% 4,049 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $979.8K 0.74% 1,958 SH
29 INTEL CORP INTC 458140100 $976.7K 0.74% 6,995 SH
30 ADVANCED MICRO DEVICES INC AMD 007903107 $974.8K 0.73% 1,678 SH
31 VISA INC V 92826C839 $908.8K 0.69% 2,649 SH
32 APPLIED MATLS INC AMAT 038222105 $845.2K 0.64% 1,169 SH
33 GE VERNOVA INC GEV 36828A101 $844.7K 0.64% 719 SH
34 MERCK & CO INC MRK 58933Y105 $806.5K 0.61% 6,276 SH
35 FIDELITY COVINGTON TRUST FFLC 316092360 $693.8K 0.52% 11,777 SH
36 BANK OF AMER CORP BAC 060505104 $687.6K 0.52% 12,068 SH
37 MASTERCARD INCORPORATED MA 57636Q104 $635.8K 0.48% 1,238 SH
38 ORACLE CORP ORCL 68389X105 $628.6K 0.47% 4,289 SH
39 NEXTERA ENERGY INC NEE 65339F101 $624.7K 0.47% 7,118 SH
40 LAM RESEARCH CORP LRCX 512807306 $611.0K 0.46% 1,410 SH
41 ABBVIE INC ABBV 00287Y109 $572.7K 0.43% 2,276 SH
42 DEERE & CO DE 244199105 $548.1K 0.41% 864 SH
43 DISNEY WALT CO DIS 254687106 $541.4K 0.41% 5,625 SH
44 MORGAN STANLEY MS 617446448 $531.6K 0.40% 2,543 SH
45 LINDE PLC LIN G54950103 $523.1K 0.39% 1,008 SH
46 UNION PAC CORP UNP 907818108 $520.1K 0.39% 1,912 SH
47 CISCO SYS INC CSCO 17275R102 $505.9K 0.38% 4,307 SH
48 UNITEDHEALTH GROUP INC UNH 91324P102 $488.8K 0.37% 1,176 SH
49 HOME DEPOT INC HD 437076102 $486.7K 0.37% 1,380 SH
50 GOLDMAN SACHS GROUP INC GS 38141G104 $475.3K 0.36% 470 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $132.7M 107 0001214659-26-008495
2026-03-31 2026-04-17 $112.0M 96 0001214659-26-004763
2025-12-31 2026-01-13 $110.9M 90 0001214659-26-000399