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Summit Rock Advisors, LP · 13F Holdings
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Summit Rock Advisors, LP

No.9353 Data as of 2026Q2
Latest AUM (Q2 2026)
$76.1M
QoQ Change Q1 2026
+$60.2M+376.7%
Holdings
3
New Buys
2
Adds
0
Reduces
1
Exits
0
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IINVESCO EXCH TRADED FD TR IICQQQ
40.27%—$30.7M537,658$00+537,658New Buy
IISHARES INCEWC
38.71%—$29.5M511,329$00+511,329New Buy
IISHARES TRIEFA
21.02%100%$16.0M165,763$16.0M176,440-10,677-6.05%Reduce

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q1 2013–Q2 2026 · 54 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-13 01:45 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

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