13F
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Hirtle Callaghan & Co LLC

13F equity value
$2.9B
Positions
112
Top 10 concentration
77.5%
Quarters / total new picks
20 / 165
13F equity value over time
$0M$1B$3B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 20 quarters, returned +1.6% per quarter — versus -0.3% per quarter from simply owning every 13F stock. It beat that baseline in only 60.0% of quarters (excess t = 1.28, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+2.4%
t-stat
1.28
Quarterly win rate
60%
Annualized excess
+5.6%
$1 → follow vs universe
$1.19 vs $0.90
Cumulative return: $1 invested in new picks vs universe
1.00 20180630: universe 0.92120181231: universe 0.91120190331: universe 0.89620210331: universe 0.90420210930: universe 0.81120211231: universe 0.69020220331: universe 0.74120220630: universe 0.68720220930: universe 0.73720221231: universe 0.68520230331: universe 0.72220230630: universe 0.69620231231: universe 0.72720240331: universe 0.74320240930: universe 0.73720241231: universe 0.68820250331: universe 0.75020250630: universe 0.77320250930: universe 0.87020251231: universe 0.900 20180630: follow 0.97420181231: follow 0.99220190331: follow 1.00220210331: follow 1.12820210930: follow 1.22220211231: follow 1.02120220331: follow 1.06520220630: follow 0.93320220930: follow 0.98420221231: follow 0.97320230331: follow 1.04020230630: follow 0.71120231231: follow 0.80820240331: follow 0.81920240930: follow 0.80620241231: follow 0.79820250331: follow 0.87220250630: follow 0.92020250930: follow 0.97220251231: follow 1.186 0.63 0.98 1.32 2018201920212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 112 · 2026 Q1

Ticker Value Weight QoQ
SPY $649M
22.2%
HOLD
IEFA $357M
12.2%
ADD
IVV $295M
10.1%
ADD
EFA $194M
6.7%
HOLD
IEMG $159M
5.4%
HOLD
VEA $147M
5.1%
ADD
VOO $143M
4.9%
HOLD
GOVT $128M
4.4%
HOLD
EEM $108M
3.7%
HOLD
VWO $81M
2.8%
HOLD
VTI $69M
2.4%
TRIM
VUG $63M
2.2%
TRIM
VTV $59M
2.0%
HOLD
IWF $39M
1.3%
TRIM
BND $34M
1.2%
ADD
VCIT $32M
1.1%
HOLD
SPMB $31M
1.1%
HOLD
VONE $28M
1.0%
ADD
VTEB $21M
0.7%
HOLD
GOOGL $19M
0.7%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ACWXAMATEQIXJBLNETPSXTHR

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.