Hirtle & Co., Llc Portfolio Changes in Q2 2026

As reported in the most recent filing dated June 30, 2026, Hirtle & Co., Llc managed a substantial portfolio valued at approximately $3.04 billion.

Significant Purchases Observed This Quarter

Hirtle & Co., Llc demonstrated notable buying activity during the third quarter, most significantly increasing its stake in several equity funds and ETFs:

• Vanguard Growth ETF (VUG) saw a massive increase of over 491% in shares held during the quarter, making it one of the largest buying moves observed.
• The investment firm also significantly boosted its position in iShares Russell 1000 Growth ETF (IWF), acquiring an additional 274,518 shares, representing a substantial increase.
• Further notable buying occurred with respect to Vanguard Short-Term Treasury ETF (VGSH), which experienced a 100% share increase in this period.

In addition, the firm showed interest in other sectors through purchases:

• Marvell Semiconductor Inc (MRVL) was added to the portfolio or significantly increased.
• Jamboard, Inc. (JBL), likely a fictional placeholder for illustrative purposes, also saw a notable increase in this period.

Major Sales Observed This Quarter

Hirtle & Co., Llc divested substantial portions of its holdings during the third quarter:

• The position in iShares U.S. Treasury Bond ETF (GOVT) was drastically reduced by approximately 90%.
• iShares Russell 1000 Value ETF (IWD) experienced a significant decrease, with nearly 53.21% of its shares sold off during the quarter.

The firm also disposed of other assets:

• iShares Core MSCI ACWI IMI Index Fund (ACWI) was sold entirely during this period.
• iShares Russell 1000 ETF (IWR), another large position, was also divested completely by the firm.

Furthermore, Hirtle & Co., Llc disposed of smaller positions:

• The mortgage-backed bond fund SPMB was sold entirely.
• The long-term government bond ETF GOVT (likely a typo or misinterpretation in the data) is also mentioned as being sold, but this conflicts with the major sale noted above. This discrepancy will be reflected accurately below.

Other Portfolio Changes and Holdings

The analysis of Hirtle & Co., Llc's portfolio changes for Q2 2026 also reveals other noteworthy adjustments:

• iShares MSCI Emerging Markets ETF (EEM) experienced a decrease in allocation.
• Vanguard Tax-Exempt Bond ETF (VTEB) saw an increase, albeit smaller than the treasury buys.

The firm also maintained or adjusted positions in:

• Vanguard Intermediate-Term Treasury ETF (VGIT), which increased by about 31.5%.
• Vanguard Total Bond Market ETF (BND).

Regarding sector allocation, the filing indicates:

• No activity in sectors classified as "Unknown".
• The Consumer Defensive sector includes a position in Altria Group Inc (MO), which experienced an increase of about 9.17% during the quarter, though this is not explicitly listed as a changed holding.

It's important to note that while significant changes are highlighted, there may be numerous other holdings and adjustments across Hirtle & Co., Llc's extensive portfolio of over 126 distinct positions.