Free Trial

Summit Rock Advisors, Lp Top Holdings and 13F Report (2025)

About Summit Rock Advisors, Lp

Investment Activity

  • Summit Rock Advisors, Lp has $355.44 thousand in total holdings as of June 30, 2025.
  • Summit Rock Advisors, Lp owns shares of 1 different stock, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 100.00% of the portfolio was purchased this quarter.
  • About 40,500.62% of the portfolio was sold this quarter.
  • This quarter, Summit Rock Advisors, Lp has purchased 2 new stocks and bought additional shares in 0 stocks.
  • Summit Rock Advisors, Lp sold shares of 0 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

922042718 - Vanguard FTSE All-World ex-US Small-Cap ETF
$355,442 Holding

Largest Purchases this Quarter

Vanguard FTSE All-World ex-US Small-Cap ETF
2,645 shares (about $355.44K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSummit Rock Advisors, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$355,442$355,442 New Holding2,645100.0%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$0$119,225,863 -100.0%00.0%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$0$24,730,352 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data