UNIVERSITY OF CHICAGO — 13F Holdings & Portfolio

CIK 314957 · latest 13F-HR filed 2026-08-14

UNIVERSITY OF CHICAGO manages $419.7M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are XLK (80.81%), VT (12.31%), VOO (5.88%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 1, added to 5, and trimmed 6.

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
455 NORTH CITYFRONT PLAZA, SUITE 3200
CHICAGO, IL 60611
Phone
(312) 595-1000
Filing Manager
UNIVERSITY OF CHICAGO
CHICAGO, IL
Signatory
Loryn J. Mischke
Assistant VP, COO, and Managing Director of Operations
Loading holdings…
AUM

$419.7M

Long-equity book

Holdings

14

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+2 / −1 / ↑5 / ↓6

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SELECT SECTOR SPDR TR$135.4M +66.5%
  • VANGUARD INTL EQUITY INDEX F$12.8M +33.1%
  • PALO ALTO NETWORKS INC$281.9K +112.7%
  • PYXIS ONCOLOGY INC$75.5K +106.2%
  • FERRARI N V$25.4K +10.0%
Show all 5 →

Top Trims

  • SELECT SECTOR SPDR TR-$27.3M -94.5%
  • VANGUARD INDEX FDS-$5.5M -18.2%
  • FIVE BELOW INC-$83.3K -29.2%
  • SERVICE CORP INTL-$35.7K -13.3%
  • BOOKING HOLDINGS INC-$35.5K -11.6%
Show all 6 →

New Positions

  • EAGLE MATLS INC$225.0K
  • UNITEDHEALTH GROUP INC$207.8K
Show all 2 →

Exited Positions

  • ISHARES TR$19.8M
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 SELECT SECTOR SPDR TR XLK 81369Y803 $339.2M 80.81% 1,780,292 SH
2 VANGUARD INTL EQUITY INDEX F VT 922042742 $51.7M 12.31% 329,142 SH
3 VANGUARD INDEX FDS VOO 922908363 $24.7M 5.88% 35,927 SH
4 SELECT SECTOR SPDR TR XLC 81369Y852 $1.6M 0.38% 14,798 SH
5 PALO ALTO NETWORKS INC PANW 697435105 $532.0K 0.13% 1,560 SH
6 OLD DOMINION FREIGHT LIN ODFL 679580100 $279.4K 0.07% 1,290 SH
7 FERRARI N V RACE N3167Y103 $279.2K 0.07% 750 SH
8 BOOKING HOLDINGS INC BKNG 09857L108 $271.8K 0.06% 1,525 SH
9 S&P GLOBAL INC SPGI 78409V104 $243.5K 0.06% 598 SH
10 SERVICE CORP INTL SCI 817565104 $232.4K 0.06% 3,060 SH
11 EAGLE MATLS INC EXP 26969P108 $225.0K 0.05% 1,000 SH
12 UNITEDHEALTH GROUP INC UNH 91324P102 $207.8K 0.05% 500 SH
13 FIVE BELOW INC FIVE 33829M101 $202.3K 0.05% 1,125 SH
14 PYXIS ONCOLOGY INC PYXS 747324101 $146.7K 0.03% 48,731 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $419.7M 14 0001104659-26-096786
2026-03-31 2026-05-07 $323.4M 13 0001104659-26-056991
2025-12-31 2026-02-06 $206.8M 12 0001104659-26-011370