SEC 13F Intelligence

Managers / Q2 2026

National Philanthropic Trust

CIK 0001785342 · 165 TOWNSHIP LINE ROAD, SUITE 1200, JENKINTOWN, PA, 19046 · 215-277-3010

Reported Value
$3.8B
Q2 2026
Positions
308
Filings on Record
10
2019–present window
Filed
Jun 12, 2026
original filing

Summary

National Philanthropic Trust reported $3.8B in U.S.-listed holdings across 308 positions for Q2 2026.

Its largest position, APO, represents 19.8% of the portfolio.

Compared with Q1 2026, the fund opened 56 new positions and exited 17.

Reported Value by Quarter

13F Reported Value
Q1 ’26: $4.6BQ1 ’26Q2 ’26: $3.8BQ2 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 63.3%ETP: 34.7%Other: 1.0%ADR: 0.6%Tracking Stk: 0.2%Other: 0.2%
  • Common Stock · 63.3% · $2.4B
  • ETP · 34.7% · $1.3B
  • Other · 1.0% · $36M
  • ADR · 0.6% · $23M
  • Tracking Stk · 0.2% · $8M
  • Other · 0.2% · $9M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$3.8B308Jun 12, 202613F-HRchanges · EDGAR ↗
Q1 2026$4.6B269May 15, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.