UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO

data from 30/09/2025

Capitalization

$ 691.139 M 8.69 %

Average holding period

4 ans

Performance

$ 1.249 B 210 415.91 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BBRE JPM BETABLDRS MSCI US REIT 37.02% 255.844 M $ 2679560 2021/09/30 8.709 M $ 3.66 %
2025/09/30 MSFT MICROSOFT CORP 4.83% 33.386 M $ 64457 2023/09/30 1.114 M $ 4.13 %
2025/09/30 NVDA NVIDIA CORP 4.39% 30.307 M $ 162434 2022/12/31 4.315 M $ 18.10 %
2025/09/30 GOOGL ALPHABET INC 2.83% 19.578 M $ 80536 2023/09/30 5.619 M $ 37.94 %
2025/09/30 MA MASTERCARD INC 2.53% 17.506 M $ 30777 2023/06/30 227.129 K $ 1.22 %
2025/09/30 AMZN AMAZON.COM INC 2.47% 17.043 M $ 77618 2023/09/30 14.798 K $ 0.08 %
2025/09/30 AVGO BROADCOM INC 1.81% 12.514 M $ 37933 2023/12/31 1.969 M $ 19.68 %
2025/09/30 META META PLATFORMS INC 1.80% 12.408 M $ 16896 2023/09/30 -56.295 K $ -0.50 %
2025/09/30 C CITIGROUP INC 1.75% 12.071 M $ 118930 2025/09/30 0.000 $ 0.00 %
2025/09/30 BAC BANK OF AMERICA CORP 1.34% 9.246 M $ 179225 2023/12/31 1.530 M $ 9.02 %
2025/09/30 SSNC SS&C TECHNOLOGIES HOLDINGS INC 1.34% 9.241 M $ 104115 2023/12/31 243.883 K $ 7.20 %
2025/09/30 WMT WALMART INC 1.29% 8.910 M $ 86454 2023/09/30 9.509 K $ 5.40 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.25% 8.651 M $ 46657 2024/03/31 1.712 M $ 21.39 %
2025/09/30 CSCO CISCO SYSTEMS INC 1.24% 8.576 M $ 125350 2025/09/30 0.000 $ 0.00 %
2025/09/30 HD HOME DEPOT INC/THE 1.23% 8.514 M $ 21013 2025/09/30 0.000 $ 0.00 %
2025/09/30 BLK BLACKROCK INC 1.11% 7.655 M $ 6566 2025/09/30 0.000 $ 0.00 %
2025/09/30 ECL ECOLAB INC 1.01% 6.990 M $ 25523 2024/06/30 61.902 K $ 1.64 %
2025/09/30 TSLA TESLA INC 1.00% 6.904 M $ 15524 2024/12/31 87.163 K $ 40.00 %
2025/09/30 TXN TEXAS INSTRUMENTS INC 0.93% 6.449 M $ 35101 2019/12/31 -764.480 K $ -11.51 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.88% 6.115 M $ 139142 2023/12/31 9.955 K $ 1.57 %
2025/09/30 IMTX IMMATICS NV 0.86% 5.942 M $ 697431 2020/09/30 2.190 M $ 58.36 %
2025/09/30 EVR EVERCORE INC 0.84% 5.792 M $ 17171 2025/06/30 1.616 M $ 24.92 %
2025/09/30 NFLX NETFLIX INC 0.82% 5.677 M $ 4735 2023/12/31 -1.239 M $ -10.47 %
2025/09/30 IVV ISHARES CORE S&P 500 ETF 0.80% 5.524 M $ 8253 2023/09/30 437.971 K $ 7.80 %
2025/09/30 LRCX LAM RESEARCH CORP 0.79% 5.426 M $ 40526 2025/09/30 0.000 $ 0.00 %
2025/09/30 GM GENERAL MOTORS CO 0.76% 5.235 M $ 85860 2025/06/30 1.485 M $ 23.90 %
2025/09/30 XOM EXXON MOBIL CORP 0.75% 5.201 M $ 46128 2023/09/30 193.470 K $ 4.59 %
2025/09/30 LLY ELI LILLY & CO 0.69% 4.797 M $ 6287 2023/09/30 -114.321 K $ -2.12 %
2025/09/30 STM STMICROELECTRONICS NV 0.67% 4.645 M $ 164359 2025/09/30 0.000 $ 0.00 %
2025/09/30 PNC PNC FINANCIAL SERVICES GROUP I 0.63% 4.354 M $ 21668 2025/09/30 0.000 $ 0.00 %
2025/09/30 CVX CHEVRON CORP 0.57% 3.947 M $ 25417 2025/09/30 0.000 $ 0.00 %
2025/09/30 LOW LOWE'S COS INC 0.57% 3.925 M $ 15619 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADBE ADOBE INC 0.56% 3.881 M $ 11001 2023/06/30 -476.386 K $ -8.82 %
2025/09/30 SCHW CHARLES SCHWAB CORP/THE 0.56% 3.865 M $ 40484 2025/03/31 189.355 K $ 4.64 %
2025/09/30 VT VANGUARD TOT WORLD STK ETF 0.55% 3.831 M $ 27798 2019/12/31 257.965 K $ 7.22 %
2025/09/30 MCO MOODY'S CORP 0.54% 3.728 M $ 7824 2025/06/30 -87.106 K $ -5.01 %
2025/09/30 GLW CORNING INC 0.51% 3.558 M $ 43375 2023/09/30 71.303 K $ 55.98 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MANUFACTU 0.50% 3.487 M $ 12484 2023/12/31 857.049 K $ 23.31 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.50% 3.450 M $ 639 2023/12/31 -243.341 K $ -6.74 %
2025/09/30 MRK MERCK & CO INC 0.49% 3.398 M $ 40489 2025/09/30 0.000 $ 0.00 %
2025/09/30 CSX CSX CORP 0.49% 3.388 M $ 95406 2024/06/30 46.000 $ 8.83 %
2025/09/30 CBRE CBRE GROUP INC 0.48% 3.339 M $ 21191 2024/12/31 529.286 K $ 12.45 %
2025/09/30 ELV ELEVANCE HEALTH INC 0.48% 3.337 M $ 10328 2024/03/31 -1.163 M $ -16.93 %
2025/09/30 USB US BANCORP 0.44% 3.070 M $ 63518 2025/06/30 206.569 K $ 6.81 %
2025/09/30 JPM JPMORGAN CHASE & CO 0.44% 3.027 M $ 9597 2023/09/30 28.174 K $ 8.80 %
2025/09/30 KO COCA-COLA CO/THE 0.43% 2.993 M $ 45125 2025/03/31 -109.797 K $ -6.26 %
2025/09/30 PM PHILIP MORRIS INTERNATIONAL IN 0.42% 2.891 M $ 17824 2023/12/31 -981.293 K $ -10.94 %
2025/09/30 CPNG COUPANG INC 0.41% 2.837 M $ 88107 2025/09/30 0.000 $ 0.00 %
2025/09/30 GEV GE VERNOVA INC 0.38% 2.655 M $ 4317 2024/12/31 0.000 $ 0.00 %
2025/09/30 OEF ISHARES S&P 100 ETF 0.38% 2.630 M $ 7903 2025/03/31 225.156 K $ 9.36 %
2025/09/30 TMUS T-MOBILE US INC 0.36% 2.471 M $ 10324 2023/12/31 42.588 K $ 0.47 %
2025/09/30 COF CAPITAL ONE FINANCIAL CORP 0.34% 2.326 M $ 10943 2023/09/30 0.000 $ 0.00 %
2025/09/30 DUK DUKE ENERGY CORP 0.34% 2.322 M $ 18760 2024/12/31 21.815 K $ 4.87 %
2025/09/30 NBIX NEUROCRINE BIOSCIENCES INC 0.31% 2.144 M $ 15274 2025/09/30 0.000 $ 0.00 %
2025/09/30 HPE HEWLETT PACKARD ENTERPRISE CO 0.31% 2.136 M $ 86958 2025/09/30 0.000 $ 0.00 %
2025/09/30 CI CIGNA GROUP/THE 0.30% 2.069 M $ 7178 2024/12/31 -255.884 K $ -12.80 %
2025/09/30 XLK TECHNOLOGY SELECT SECT SPDR 0.30% 2.055 M $ 7292 2023/09/30 126.716 K $ 11.31 %
2025/09/30 XLF FINANCIAL SELECT SECTOR SPDR 0.28% 1.943 M $ 36073 2023/09/30 43.342 K $ 2.86 %
2025/09/30 IP INTERNATIONAL PAPER CO 0.28% 1.905 M $ 41051 2025/09/30 0.000 $ 0.00 %
2025/09/30 ZTS ZOETIS INC 0.26% 1.816 M $ 12414 2025/06/30 -160.435 K $ -6.18 %
2025/09/30 LPLA LPL FINANCIAL HOLDINGS INC 0.26% 1.778 M $ 5343 2025/03/31 0.000 $ 0.00 %
2025/09/30 INTU INTUIT INC 0.26% 1.771 M $ 2593 2024/06/30 -63.983 K $ -13.30 %
2025/09/30 MGRC MCGRATH RENTCORP 0.24% 1.674 M $ 14268 2025/09/30 0.000 $ 0.00 %
2025/09/30 BOND PIMCO ACTIVE BOND EXCHANGE-T 0.24% 1.656 M $ 17742 2021/12/31 20.758 K $ 1.27 %
2025/09/30 DIS WALT DISNEY CO/THE 0.23% 1.580 M $ 13801 2025/03/31 -48.995 K $ -7.67 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.21% 1.470 M $ 6545 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.21% 1.459 M $ 9019 2024/12/31 189.392 K $ 14.02 %
2025/09/30 WWD WOODWARD INC 0.21% 1.436 M $ 5684 2025/09/30 0.000 $ 0.00 %
2025/09/30 AEP AMERICAN ELECTRIC POWER CO INC 0.21% 1.433 M $ 12742 2023/09/30 3.190 K $ 8.42 %
2025/09/30 APP APPLOVIN CORP 0.20% 1.403 M $ 1952 2024/12/31 0.000 $ 0.00 %
2025/09/30 FAST FASTENAL CO 0.20% 1.385 M $ 28248 2025/06/30 335.258 K $ 16.76 %
2025/09/30 NSP INSPERITY INC 0.20% 1.372 M $ 27893 2025/09/30 0.000 $ 0.00 %
2025/09/30 AAPL APPLE INC 0.17% 1.196 M $ 4696 2022/12/31 194.031 K $ 24.11 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.17% 1.178 M $ 15149 2025/09/30 0.000 $ 0.00 %
2025/09/30 FLS FLOWSERVE CORP 0.17% 1.161 M $ 21844 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLI INDUSTRIAL SELECT SECT SPDR 0.17% 1.160 M $ 7520 2023/09/30 40.166 K $ 4.55 %
2025/09/30 PFGC PERFORMANCE FOOD GROUP CO 0.16% 1.110 M $ 10672 2025/09/30 0.000 $ 0.00 %
2025/09/30 HCA HCA HEALTHCARE INC 0.16% 1.107 M $ 2597 2023/09/30 14.481 K $ 11.25 %
2025/09/30 XLV HEALTH CARE SELECT SECTOR 0.14% 980.035 K $ 7042 2023/09/30 23.682 K $ 3.25 %
2025/09/30 QCOM QUALCOMM INC 0.14% 969.879 K $ 5830 2025/06/30 85.164 K $ 4.46 %
2025/09/30 A AGILENT TECHNOLOGIES INC 0.14% 951.330 K $ 7412 2025/03/31 0.000 $ 0.00 %
2025/09/30 NOK NOKIA OYJ 0.13% 932.010 K $ 193765 2025/09/30 0.000 $ 0.00 %
2025/09/30 TLN TALEN ENERGY CORP 0.13% 922.649 K $ 2169 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRH CRH PLC 0.13% 919.273 K $ 7667 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMT AMERICAN TOWER CORP 0.13% 893.519 K $ 4646 2024/12/31 -351.833 K $ -12.99 %
2025/09/30 CNC CENTENE CORP 0.13% 891.108 K $ 24975 2025/09/30 0.000 $ 0.00 %
2025/09/30 YUM YUM! BRANDS INC 0.13% 884.336 K $ 5818 2025/09/30 0.000 $ 0.00 %
2025/09/30 NVS NOVARTIS AG 0.11% 790.728 K $ 6166 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADI ANALOG DEVICES INC 0.11% 761.916 K $ 3101 2025/03/31 144.752 K $ 3.23 %
2025/09/30 HWM HOWMET AEROSPACE INC 0.11% 755.682 K $ 3851 2025/09/30 0.000 $ 0.00 %
2025/09/30 AS AMER SPORTS INC 0.11% 747.716 K $ 21517 2025/09/30 0.000 $ 0.00 %
2025/09/30 AIG AMERICAN INTERNATIONAL GROUP I 0.10% 713.772 K $ 9088 2025/06/30 -191.203 K $ -8.24 %
2025/09/30 TEAM ATLASSIAN CORP 0.10% 708.749 K $ 4438 2025/09/30 0.000 $ 0.00 %
2025/09/30 FTV FORTIVE CORP 0.10% 673.515 K $ 13748 2025/09/30 0.000 $ 0.00 %
2025/09/30 BBIO BRIDGEBIO PHARMA INC 0.09% 600.790 K $ 11567 2025/06/30 79.899 K $ 20.29 %
2025/09/30 RNTX REIN THERAPEUTICS INC 0.08% 585.793 K $ 511610 2024/06/30 -127.902 K $ -17.86 %
2025/09/30 ALK ALASKA AIRGROUP INC 0.08% 552.608 K $ 11101 2025/09/30 0.000 $ 0.00 %
2025/09/30 XEL XCEL ENERGY INC 0.08% 529.790 K $ 6569 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLC COMM SERV SELECT SECTOR SPDR 0.07% 509.464 K $ 4304 2023/09/30 21.352 K $ 9.07 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.07% 483.080 K $ 996 2023/09/30 0.000 $ 0.00 %