Pennsylvania State University

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2134719
Institutional-grade research for retail investors
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13F Reported Value

ⓘ

$248.5M

Holdings

3

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Pennsylvania State University disclosed 3 positions worth $248.5M in its Form 13F-HR for Q2 2026, led by $IAU (ISHARES GOLD TRUST) at 47.8% of the equity portfolio. During the quarter the fund opened 1 new position and exited 0. The portfolio is most concentrated in Other (52.2% of disclosed assets). All figures are sourced directly from Pennsylvania State University’s Form 13F-HR filing with the SEC under CIK 2134719.

Sector Allocation

OtherFinancials

13fpro.ai/research/fund/pennsylvania-state-university-2134719

AUM History

13fpro.ai/research/fund/pennsylvania-state-university-2134719

Top Equity Holdings by Value

13fpro.ai/research/fund/pennsylvania-state-university-2134719

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • $118.9M1,574,099 sh
  • JPMorgan Exchange Traded FD TR - Betabuilders Japan NEW

    —

    Quality

    $72.6M963,675 sh
  • Vanguard Real Estate ETF - Real Estate ETF

    —

    Quality

    $57.1M592,234 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Pennsylvania State University's 3 positions.

Showing top 3 of 3 holdings.

Sector Allocation

Other

$129.7M

Financials

$118.9M

Full Holdings — Pennsylvania State University (Q2 2026)

All 3 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
IAU$IAUISHARES GOLD TRUST$118.9M
—JPMorgan Exchange Traded FD TR - Betabuilders Japan NEW$72.6M
—Vanguard Real Estate ETF - Real Estate ETF$57.1M

New Positions (1)

JPMorgan Exchange Traded FD TR - Betabuilders Japan NEW$72.6M

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Available Analysis

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AI-Powered Hedge Fund Analysis: Pennsylvania State University

13F Pro is an AI hedge fund tracker and stock research platform. For Pennsylvania State University (SEC CIK: 2134719), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Pennsylvania State University's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.