Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
New Covenant Trust Company, N.A. (CIK 2023097) reported $112.0M across 96 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($15.1M, 13.48%), VXUS ($9.8M, 8.78%), BND ($8.0M, 7.12%), ESGV ($7.7M, 6.87%), VSGX ($5.0M, 4.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $15.1M | 13.48% | 47,082 | Trimmed |
| 2 | VXUS | VANGUARD STAR FDS | $9.8M | 8.78% | 127,568 | Trimmed |
| 3 | BND | VANGUARD BD INDEX FDS | $8.0M | 7.12% | 108,385 | Added |
| 4 | ESGV | VANGUARD WORLD FD | $7.7M | 6.87% | 68,571 | Added |
| 5 | VSGX | VANGUARD WORLD FD | $5.0M | 4.45% | 69,465 | Added |
| 6 | AAPL | APPLE INC | $4.7M | 4.19% | 18,479 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $4.3M | 3.83% | 7,182 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $4.1M | 3.68% | 23,633 | Added |
| 9 | MSFT | MICROSOFT CORP | $3.5M | 3.12% | 9,450 | Added |
| 10 | VYM | VANGUARD WHITEHALL FDS | $2.9M | 2.58% | 19,544 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $2.6M | 2.32% | 12,459 | Added |
| 12 | VO | VANGUARD INDEX FDS | $2.1M | 1.83% | 7,148 | Hold |
| 13 | SUSA | ISHARES TR | $1.7M | 1.54% | 13,085 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $1.6M | 1.45% | 5,535 | Added |
| 15 | VB | VANGUARD INDEX FDS | $1.5M | 1.30% | 5,541 | Trimmed |
| 16 | GOOG | ALPHABET INC | $1.4M | 1.25% | 4,863 | Added |
| 17 | GOOGL | ALPHABET INC | $1.4M | 1.25% | 4,878 | Added |
| 18 | AVGO | BROADCOM INC | $1.4M | 1.22% | 4,431 | Added |
| 19 | META | META PLATFORMS INC | $1.2M | 1.04% | 2,028 | Added |
| 20 | VEU | VANGUARD INTL EQUITY INDEX F | $1.1M | 1.01% | 15,113 | Trimmed |
| 21 | WMT | WALMART INC | $1.1M | 1.00% | 9,033 | Added |
| 22 | TSLA | TESLA INC | $1.1M | 0.98% | 2,960 | Added |
| 23 | LLY | ELI LILLY & CO | $1.1M | 0.96% | 1,169 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $978,762 | 0.87% | 1,505 | Hold |
| 25 | JNJ | JOHNSON & JOHNSON | $932,539 | 0.83% | 3,815 | Added |
Source: SEC Form 13F filings · as of 2026-03-31