2026 Q3 Portfolio Activity
In 2026 Q3, William Marsh Rice University maintained a portfolio of 2 distinct positions.
Position History
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Total Positions
2
Quarter
2026 Q3
Top Holding
VOO (61.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
William Marsh Rice University Full Holdings List — 2026 Q3
| 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 | 61.39% | 63.91% |
#1
Prev: #1
|
6.5 |
—
|
-19,951 | -9.8% |
P
S
|
184,014 | $128,968,052 |
$535.30
+30.5%
|
2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-22 | ||
|
BSM
BLACK STONE MIN...
|
Energy | 38.61% | 36.09% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
5,663,476 | $81,100,976 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 |
Showing 1-2 of 2 holdings