StockDriftsStockDriftsTop 2 Leona M & Harry B Helmsley Charitable Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 82.87% | 253.3K | $193.1M | -7.49%(-20.50K) | $674.05(+14.13%) | 2026-09-30 | |
| EFA | ISHARES TR | 17.13% | 384.4K | $39.9M | +277.37%(+282.51K) | $101.95(+1.80%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.38% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.88% |
Leona M & Harry B Helmsley Charitable Trust reports $233.08M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are SPY (82.9%) and EFA (17.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +11.38% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Leona M & Harry B Helmsley Charitable Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1665901). View Leona M & Harry B Helmsley Charitable Trust’s 13F filings on SEC