Leona M. & Harry B. Helmsley Charitable Trust — 13F Holdings

2026 Q3  ·  2 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, Leona M. & Harry B. Helmsley Charitable Trust maintained a portfolio of 2 distinct positions.
Position History hover any row below to update
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Leona M. & Harry B. Helmsley Charitable Trust AUM $10M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
2
Quarter
2026 Q3
Top Holding
SPY (95.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPY
STATE STR SPDR ...
ETF 95.48% — #1
Prev: #—
9.5
—
321,615 —
NEW
 321,615 $209,159,099 2026 Q3 13F Filing 2026-09-30 2026-10-20
EFA
ISHARES TR
ETF 4.52% — #2
Prev: #—
6.8
—
101,851 —
NEW
 101,851 $9,892,788 2026 Q3 13F Filing 2026-09-30 2026-10-20
Showing 1-2 of 2 holdings

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