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Home > Institutional Investor > National Philanthropic Trust > Profile

Instuitional Investor - National Philanthropic Trust

Fund Profile
Filing Period:
Fund Name: National Philanthropic Trust
Portfolio Value $6,915,269,961
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,524,853 $1,141,947,163 16.51%
2.
Apollo Global Management Inc.
 APO 9,138,579 $1,081,185,281 15.63%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 560,071 $384,662,293 5.56%
4.
Alphabet Inc.
 GOOGL 1,048,556 $374,722,510 5.42%
5.
Alphabet Inc.
 GOOGL 823,597 $291,001,528 4.21%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.