Summit Rock Advisors, LP

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
2
Quarter
2025 Q4
Top Holding
KWEB (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-2 of 2
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
KWEB
KRANESHARES TRU...
Bond/Debt 100.00% #1
Prev: #—
10.0 6,708 no change
NEW
6,708 $228,447 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VSS
VANGUARD INTL E...
ETF 0.00% 100.00%
Sold All 😨
(Was: #1)
0.3 -2,645 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-2 of 2 holdings

Unlock Full Summit Rock Advisors, LP Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics