Arkolith/Funds/New Covenant Trust Company, N.A.

New Covenant Trust Company, N.A.

CIK 2023097Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

New Covenant Trust Company, N.A. holds a focused book of 107 stocks worth $132.7M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Welltower Inc and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 13% of the equity book.

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Use Arkolith to show New Covenant Trust Company, N.A.'s latest
holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
71
existing
Trimmed
16
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
55%
Top 20 holdings
69%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

48% mapped to company sectors

ETF / fund or unclassified
52%
Information Technology
23%
Consumer Discretionary
7%
Financials
6%
Health Care
4%
Industrials
2%
Utilities
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as New Covenant Trust Company, N.A.

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$915.9B
JPMORGAN CHASE & CO80 / 80$680.2B
MORGAN STANLEY80 / 80$676.4B
ROYAL BANK OF CANADA80 / 80$185.9B
WELLS FARGO & COMPANY/MN80 / 80$183.2B
UBS Group AG80 / 80$180.4B
RAYMOND JAMES FINANCIAL INC80 / 80$113.3B
BANK OF MONTREAL /CAN/80 / 80$83.6B

Ranked by how many of New Covenant Trust Company, N.A.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

107 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$17.3M46.8K
13.1%
−0.6%
Reduced · −292 sh
2Vanguard Star FDS
VG TL INTL STK F
$11.0M129.0K
8.3%
+1.1%
Added · +1K sh
3Vanguard BD Index FDS
TOTAL BND MRKT
$8.1M110.9K
6.1%
+2.3%
Added · +3K sh
4Vanguard World FD
ESG US STK ETF
$7.6M57.5K
5.7%
−16%
Reduced · −11K sh
5Vanguard World FD
ESG INTL STK ETF
$5.7M69.3K
4.3%
−0.3%
Reduced · −178 sh
6Apple Inc
COM
$5.6M19.4K
4.2%
+4.8%
Added · +893 sh
7Nvidia Corporation
COM
$5.1M25.7K
3.9%
+8.7%
Added · +2K sh
8Vanguard Index FDS
S&P 500 ETF SHS
$4.9M7.1K
3.7%
−0.6%
Reduced · −43 sh
9Microsoft Corp
COM
$3.8M10.1K
2.8%
+6.5%
Added · +610 sh
10Amazon Com Inc
COM
$3.2M13.2K
2.4%
+6.2%
Added · +767 sh
11Vanguard Whitehall FDS
HIGH DIV YLD
$3.1M19.5K
2.3%
Held
12Vanguard Index FDS
MID CAP ETF
$2.7M33.3K
2.0%
+366%
Added · +26K sh
13Alphabet Inc
CAP STK CL A
$1.9M5.4K
1.4%
+9.8%
Added · +477 sh
14Ishares TR
ESG OPTIMIZED
$1.9M12.1K
1.4%
−7.2%
Reduced · −940 sh
15Alphabet Inc
CAP STK CL C
$1.9M5.3K
1.4%
+8.9%
Added · +434 sh
16JPMorgan Chase & Co
COM
$1.8M5.6K
1.4%
+1.5%
Added · +85 sh
17Broadcom Inc
COM
$1.8M4.8K
1.4%
+7.6%
Added · +337 sh
18Vanguard Index FDS
SMALL CP ETF
$1.8M5.8K
1.3%
+5.6%
Added · +309 sh
19Eli Lilly & Co
COM
$1.5M1.2K
1.1%
+5.9%
Added · +69 sh
20Tesla Inc
COM
$1.4M3.4K
1.1%
+16%
Added · +470 sh
21Vanguard Intl Equity Index F
ALLWRLD EX US
$1.3M15.1K
1.0%
Held
22Meta Platforms Inc
CL A
$1.2M2.2K
0.9%
+8.5%
Added · +172 sh
23Ge Aerospace
COM NEW
$1.2M3.3K
0.9%
+2.7%
Added · +87 sh
24Micron Technology Inc
COM
$1.2M1.0K
0.9%
−0.2%
Reduced · −2 sh
25Walmart Inc
COM
$1.1M10.0K
0.9%
+11%
Added · +958 sh
26State STR SPDR S&P 500 ETF T
TR UNIT
$1.1M1.5K
0.8%
Held
27Johnson & Johnson
COM
$1.0M4.0K
0.8%
+6.1%
Added · +234 sh
28Berkshire Hathaway Inc Del
CL B NEW
$980K2.0K
0.7%
+6.2%
Added · +115 sh
29Intel Corp
COM
$977K7.0K
0.7%
−0.6%
Reduced · −42 sh
30Advanced Micro Devices Inc
COM
$975K1.7K
0.7%
+3.9%
Added · +63 sh
31Visa Inc
COM CL A
$909K2.6K
0.7%
+2.0%
Added · +52 sh
32Applied Matls Inc
COM
$845K1.2K
0.6%
+2.7%
Added · +31 sh
33Ge Vernova Inc
COM
$845K719
0.6%
+60%
Added · +270 sh
34Merck & Co Inc
COM
$806K6.3K
0.6%
+4.0%
Added · +241 sh
35Fidelity Covington Trust
FUN LAR COR ETF
$694K11.8K
0.5%
−1.6%
Reduced · −188 sh
36Bank Of Amer Corp
COM
$688K12.1K
0.5%
+2.5%
Added · +295 sh
37Mastercard Incorporated
CL A
$636K1.2K
0.5%
+5.4%
Added · +63 sh
38Oracle Corp
COM
$629K4.3K
0.5%
+8.5%
Added · +335 sh
39NextEra Energy Inc
COM
$625K7.1K
0.5%
+11%
Added · +697 sh
40Lam Research Corp
COM NEW
$611K1.4K
0.5%
+38%
Added · +390 sh
41Abbvie Inc
COM
$573K2.3K
0.4%
+9.1%
Added · +189 sh
42Deere & Co
COM
$548K864
0.4%
+1.4%
Added · +12 sh
43Disney Walt Co
COM
$541K5.6K
0.4%
+4.5%
Added · +240 sh
44Morgan Stanley
COM NEW
$532K2.5K
0.4%
+3.8%
Added · +94 sh
45Linde PLC
SHS
$523K1.0K
0.4%
+5.2%
Added · +50 sh
46Union Pac Corp
COM
$520K1.9K
0.4%
+1.7%
Added · +32 sh
47Cisco Sys Inc
COM
$506K4.3K
0.4%
+7.1%
Added · +287 sh
48Unitedhealth Group Inc
COM
$489K1.2K
0.4%
+5.4%
Added · +60 sh
49Home Depot Inc
COM
$487K1.4K
0.4%
+5.1%
Added · +67 sh
50Goldman Sachs Group Inc
COM
$475K470
0.4%
+3.3%
Added · +15 sh
Showing 50 of 107 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 2026107$132.7M13F-HR
Q1 2026Mar 31, 2026Apr 17, 202696$112.0M13F-HR
Q4 2025Dec 31, 2025Jan 13, 202690$110.9M13F-HR
Q3 2025Sep 30, 2025Oct 7, 202587$107.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.