Fund Universe

New Covenant Trust Company, N.A.

CIK 0002023097 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.387
AUM ($M)
133
Positions
107
Turnover
0.07
Top-10 wt
55%
Herfindahl
0.043
History (qtrs)
6
Excess Return
not eligible

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Quarter
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Security type

Holdings · 108 positions · portfolio value $133M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VTI funds › VANGUARD INDEX FDS TRIM 13.1% -0.4% 17.3 46,790 -292 5
VXUS funds › VANGUARD STAR FDS ADD 8.3% -0.5% 11.0 128,985 +1,417 5
BND funds › VANGUARD BD INDEX FDS ADD 6.1% -1.0% 8.1 110,932 +2,547 5
CUSIP:921910733 funds › VANGUARD WORLD FD TRIM 5.7% -1.1% 7.6 57,492 -11,079 5
VSGX funds › VANGUARD WORLD FD TRIM 4.3% -0.1% 5.7 69,287 -178 5
AAPL funds › APPLE INC ADD 4.2% +0.0% 5.6 19,372 +893 5
NVDA funds › NVIDIA CORPORATION ADD 3.9% +0.2% 5.1 25,683 +2,050 5
VOO funds › VANGUARD INDEX FDS TRIM 3.7% -0.1% 4.9 7,139 -43 5
MSFT funds › MICROSOFT CORP ADD 2.8% -0.3% 3.8 10,060 +610 5
AMZN funds › AMAZON COM INC ADD 2.4% +0.1% 3.2 13,226 +767 5
VYM funds › VANGUARD WHITEHALL FDS HOLD 2.3% -0.3% 3.1 19,544 +0 5
VO funds › VANGUARD INDEX FDS ADD 2.0% +0.2% 2.7 33,344 +26,196 5
GOOGL funds › ALPHABET INC ADD 1.4% +0.2% 1.9 5,355 +477 5
SUSA funds › ISHARES TR TRIM 1.4% -0.1% 1.9 12,145 -940 5
GOOG funds › ALPHABET INC ADD 1.4% +0.2% 1.9 5,297 +434 5
JPM funds › JPMORGAN CHASE & CO ADD 1.4% -0.1% 1.8 5,620 +85 5
AVGO funds › BROADCOM INC ADD 1.4% +0.1% 1.8 4,768 +337 5
VB funds › VANGUARD INDEX FDS ADD 1.3% +0.0% 1.8 5,850 +309 5
LLY funds › ELI LILLY & CO ADD 1.1% +0.2% 1.5 1,238 +69 5
TSLA funds › TESLA INC ADD 1.1% +0.1% 1.4 3,430 +470 5
VEU funds › VANGUARD INTL EQUITY INDEX F HOLD 1.0% -0.1% 1.3 15,113 +0 5
META funds › META PLATFORMS INC ADD 0.9% -0.1% 1.2 2,200 +172 5
GE funds › GE AEROSPACE ADD 0.9% +0.1% 1.2 3,288 +87 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.9% +0.6% 1.2 1,014 -2 3
WMT funds › WALMART INC ADD 0.9% -0.1% 1.1 9,991 +958 5
SPY funds › STATE STR SPDR S&P 500 ETF T HOLD 0.8% -0.0% 1.1 1,505 +0 5
JNJ funds › JOHNSON & JOHNSON ADD 0.8% -0.1% 1.0 4,049 +234 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.7% -0.0% 1.0 1,958 +115 5
INTC funds › INTEL CORP TRIM 0.7% +0.5% 1.0 6,995 -42 3
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.7% +0.4% 1.0 1,678 +63 4
V funds › VISA INC ADD 0.7% -0.0% 0.9 2,649 +52 5
AMAT funds › APPLIED MATLS INC ADD 0.6% +0.3% 0.8 1,169 +31 4
GEV funds › GE VERNOVA INC ADD 0.6% +0.3% 0.8 719 +270 2
MRK funds › MERCK & CO INC ADD 0.6% -0.0% 0.8 6,276 +241 5
FFLC funds › FIDELITY COVINGTON TRUST TRIM 0.5% -0.0% 0.7 11,777 -188 5
BAC funds › BANK OF AMER CORP ADD 0.5% +0.0% 0.7 12,068 +295 5
MA funds › MASTERCARD INCORPORATED ADD 0.5% -0.0% 0.6 1,238 +63 5
ORCL funds › ORACLE CORP ADD 0.5% -0.0% 0.6 4,289 +335 5
NEE funds › NEXTERA ENERGY INC ADD 0.5% -0.1% 0.6 7,118 +697 5
LRCX funds › LAM RESEARCH CORP ADD 0.5% +0.3% 0.6 1,410 +390 2
ABBV funds › ABBVIE INC ADD 0.4% +0.0% 0.6 2,276 +189 5
DE funds › DEERE & CO ADD 0.4% -0.0% 0.5 864 +12 5
DIS funds › DISNEY WALT CO ADD 0.4% -0.1% 0.5 5,625 +240 5
MS funds › MORGAN STANLEY ADD 0.4% +0.0% 0.5 2,543 +94 5
LIN funds › LINDE PLC ADD 0.4% -0.0% 0.5 1,008 +50 5
UNP funds › UNION PAC CORP ADD 0.4% -0.0% 0.5 1,912 +32 5
CSCO funds › CISCO SYS INC ADD 0.4% +0.1% 0.5 4,307 +287 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.4% +0.1% 0.5 1,176 +60 5
HD funds › HOME DEPOT INC ADD 0.4% -0.0% 0.5 1,380 +67 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.4% +0.0% 0.5 470 +15 5
C funds › CITIGROUP INC ADD 0.4% +0.0% 0.5 3,358 +127 5
PG funds › PROCTER & GAMBLE CO ADD 0.4% -0.0% 0.5 3,199 +297 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.3% -0.0% 0.5 495 +56 5
SPYG funds › SPDR SERIES TRUST HOLD 0.3% +0.0% 0.5 3,869 +0 5
KO funds › COCA COLA CO ADD 0.3% +0.0% 0.4 5,466 +666 5
NFLX funds › NETFLIX INC. ADD 0.3% -0.1% 0.4 6,001 +683 5
COP funds › CONOCOPHILLIPS ADD 0.3% -0.1% 0.4 3,985 +567 5
EFA funds › ISHARES TR HOLD 0.3% -0.0% 0.4 3,772 +0 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.3% +0.1% 0.4 5,096 +2,165 2
YUM funds › YUM BRANDS INC TRIM 0.3% -0.0% 0.4 2,295 -36 5
VBR funds › VANGUARD INDEX FDS TRIM 0.3% -0.0% 0.4 1,477 -22 5
BIV funds › VANGUARD BD INDEX FDS ADD 0.3% -0.0% 0.4 4,653 +134 5
WFC funds › WELLS FARGO & CO ADD 0.3% -0.0% 0.4 4,294 +324 5
WELL funds › WELLTOWER INC NEW 0.3% +0.3% 0.3 1,540 +1,540 1
AXP funds › AMERICAN EXPRESS CO ADD 0.3% +0.0% 0.3 1,033 +67 5
KLAC funds › KLA CORP NEW 0.3% +0.3% 0.3 1,108 +1,108 1
PLD funds › PROLOGIS INC. ADD 0.3% -0.0% 0.3 2,454 +126 5
TXN funds › TEXAS INSTRS INC ADD 0.2% +0.1% 0.3 1,098 +63 2
SO funds › SOUTHERN CO ADD 0.2% +0.1% 0.3 3,363 +1,177 2
DSI funds › ISHARES TR HOLD 0.2% -0.0% 0.3 2,256 +0 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.2% +0.0% 0.3 1,113 +83 5
CVX funds › CHEVRON CORPORATION ADD 0.2% -0.1% 0.3 1,811 +50 5
FITB funds › FIFTH THIRD BANCORP TRIM 0.2% -0.0% 0.3 5,274 -177 5
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.2% -0.0% 0.3 588 +78 4
ABT funds › ABBOTT LABORATORIES ADD 0.2% -0.1% 0.3 3,248 +229 5
UPS funds › UNITED PARCEL SVCS INC ADD 0.2% +0.0% 0.3 2,696 +337 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.2% -0.1% 0.3 6,745 +677 5
SHW funds › SHERWIN WILLIAMS CO ADD 0.2% -0.0% 0.3 821 +18 5
MCD funds › MCDONALDS CORP ADD 0.2% -0.1% 0.3 1,040 +77 5
LOW funds › LOWES COS INC ADD 0.2% -0.0% 0.3 1,267 +44 5
USB funds › US BANCORP TRIM 0.2% -0.1% 0.3 4,575 -1,204 5
MMM funds › 3M CO ADD 0.2% -0.0% 0.3 1,658 +84 2
PH funds › PARKER-HANNIFIN CORP NEW 0.2% +0.2% 0.3 273 +273 1
COF funds › CAPITAL ONE FINL CORP NEW 0.2% +0.2% 0.3 1,288 +1,288 1
T funds › AT&T INC ADD 0.2% -0.1% 0.3 12,314 +1,132 5
WM funds › WASTE MGMT INC DEL ADD 0.2% -0.0% 0.3 1,130 +78 5
AMGN funds › AMGEN INC ADD 0.2% -0.0% 0.2 690 +70 2
TJX funds › TJX COS INC NEW ADD 0.2% -0.0% 0.2 1,643 +85 5
QCOM funds › QUALCOMM INC NEW 0.2% +0.2% 0.2 1,322 +1,322 1
SRE funds › SEMPRA TRIM 0.2% -0.0% 0.2 2,634 -40 4
BLK funds › BLACKROCK INC ADD 0.2% -0.0% 0.2 248 +18 5
PFE funds › PFIZER INC ADD 0.2% -0.0% 0.2 9,883 +752 3
SLB funds › SLB LIMITED ADD 0.2% -0.0% 0.2 5,108 +623 2
EQIX funds › EQUINIX INC ADD 0.2% -0.0% 0.2 226 +17 2
HWM funds › HOWMET AEROSPACE INC NEW 0.2% +0.2% 0.2 873 +873 1
VONV funds › VANGUARD SCOTTSDALE FDS HOLD 0.2% -0.0% 0.2 2,184 +0 3
MPC funds › MARATHON PETE CORP TRIM 0.2% -0.0% 0.2 900 -17 2
PEP funds › PEPSICO INC ADD 0.2% -0.0% 0.2 1,685 +177 5
WMB funds › WILLIAMS COS INC NEW 0.2% +0.2% 0.2 2,962 +2,962 1
CAT funds › CATERPILLAR INC TRIM 0.2% -0.0% 0.2 205 -93 2
PANW funds › PALO ALTO NETWORKS INC NEW 0.2% +0.2% 0.2 634 +634 1
ADI funds › ANALOG DEVICES INC NEW 0.2% +0.2% 0.2 541 +541 1
SCZ funds › ISHARES TR HOLD 0.2% -0.0% 0.2 2,552 +0 5
SCHW funds › SCHWAB CHARLES CORP NEW 0.2% +0.2% 0.2 2,239 +2,239 1
TT funds › TRANE TECHNOLOGIES PLC NEW 0.2% +0.2% 0.2 420 +420 1
ETN funds › EATON CORP PLC TRIM 0.2% -0.1% 0.2 476 -394 5
CEG funds › CONSTELLATION ENERGY CORP NEW 0.2% +0.2% 0.2 815 +815 1
FDX funds › FEDEX CORP EXIT 0.0% -0.3% 0.0 0 -795 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 133 107 0.07 55% 0.043 0.387 in
2026Q1 112 96 0.05 58% 0.047 0.429 in
2025Q4 111 90 0.04 60% 0.051 0.424 in
2025Q3 107 87 0.09 60% 0.052 0.336 in
2025Q2 112 83 0.09 62% 0.065 0.390 entered
2025Q1 95 86 0.00 57% 0.049 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status