AI Portfolio Summary
In 2026 Q1, William Marsh Rice University maintained a portfolio of 2 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 10.5%.
Total Positions
2
Quarter
2026 Q1
Top Holding
VOO (61.2%)
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 | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 61.19% | 63.01% |
#1
Prev: #1
|
8.0 | 21,499 | 10.5% |
P
S
|
225,914 | $134,994,911 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BSM
BLACK STONE MIN...
|
Energy | 38.81% | 36.99% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
5,663,476 | $85,631,757 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-2 of 2 holdings