Fund Universe

← Fund Universe

☆FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC.

CIK 2145869 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.849
AUM ($M)
124
Positions
5
Turnover
0.03
Top-10 wt
100%
Herfindahl
0.236
History (qtrs)
3
Excess Return
not eligible

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Holdings · 5 positions · portfolio value $124M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 32.9% +0.5% 40.7 54,482 +1,700 2 —
☆IWM funds › ISHARES TR ADD — 25.4% +1.7% 31.4 104,532 +3,500 2 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 18.2% -2.2% 22.5 30 +0 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 15.8% -0.4% 19.5 273,651 +7,000 2 —
☆EEM funds › ISHARES TR ADD — 7.8% +0.4% 9.7 141,872 +3,000 2 —

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 124 5 0.03 100% 0.236 0.849 — in
2026Q1 106 5 0.02 100% 0.234 0.841 — entered
2025Q4 104 5 0.00 100% 0.237 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