StockDriftsStockDriftsTop 3 Pennsylvania State University Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | IShares Gold | 47.82% | 1.57M | $118.9M | +0.00%(+0) | $76.97(+6.25%) | 2026-06-30 | |
| BBJP | JPMorgan Exchange Traded FD TR | 29.2% | 963.7K | $72.6M | new | $70.98(+11.95%) | 2026-06-30 | |
| VNQ | Vanguard Real Estate ETF | 22.98% | 592.2K | $57.1M | +0.00%(+0) | $89.95(+9.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -2.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.48% |
Pennsylvania State University reports $248.54M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are IAU (47.8%), BBJP (29.2%) and VNQ (23.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -2.19% cumulatively over 2 quarters. Figures reflect the Q2 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 Pennsylvania State University’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2134719). View Pennsylvania State University’s 13F filings on SEC