University of Texas/Texas A&M Investment Management Co Q3 2026 Portfolio Changes

The University of Texas/Texas A&M Investment Management Co reported substantial changes to its portfolio holdings for the period ending September 30, 2026.

Major Purchases

The university fund significantly increased its holdings in several sectors during this quarter:

• MO (Altria Group Inc), adding 129,366 shares, representing a massive 137.37% increase in its position. This stock allocation now stands at $15,299,761.
• CVX (Chevron Corporation) saw its stake grow by 50,617 shares, a substantial 245.19% increase, valued at $14,552,209.
• VTRS (Viatorics Inc) experienced a significant 337.16% jump in shares, adding 182,428 shares worth $4,191,400.
• BAC (Bank of America Corp) was added with a large increase of 234,170 shares, a 3962.94% jump, valued at $13,067,500.
• NVS (Novartis AG) also saw a considerable increase, adding 48,644 shares (988.9% increase) worth $7,636,477.

These additions suggest a strategic approach focused on capitalizing on growth opportunities and strengthening exposure to specific industries.

Major Sales

The most significant change was the divestment of BBRE (JPMorgan Exchange Traded Fund), which experienced a substantial reduction of 271,687 shares, a 11.34% decrease, lowering its portfolio allocation percentage to 26.53%.

Additionally, the fund sold shares in several other prominent holdings:

• AAPL (Apple Inc) saw its stake decrease by 58,354 shares, a 43.17% reduction, valued at $25,580,598.
• T (AT&T Inc) was sold entirely, with a 99.82% reduction (effectively exiting the position).
• VZ (Verizon Communications Inc) experienced a near-total reduction, with a 99.5% decrease in shares.

The decision to sell BBRE and other large positions like AAPL and T indicates a potential rebalancing strategy or a shift in investment focus.

Other Changes

Several other holdings showed notable changes, though not as significant as the major buys or sells:

• AMZN (Amazon.com Inc) experienced a decrease of 6,834 shares, a 7.08% reduction.
• META (Meta Platforms Inc) saw an increase of 3,487 shares, a modest 14.31% rise.
• TMUS (T-Mobile US Inc) experienced a substantial increase of 45,000 shares, a 74.13% jump.
• DAL (Delta Air Lines Inc) added 51,931 shares, a significant 345.38% increase.
• AAL (American Airlines Group Inc) saw its stake decrease by 74,031 shares, a 56.89% reduction.
• CVS (CVS Health Corp) added 46,141 shares, a considerable 75.27% increase.
• PFE (Pfizer Inc) experienced a sharp decrease of 160,951 shares, a 97.53% reduction.
• MOBI (Mobiya Medical Inc) saw its stake increase by 107,809 shares, a 100% jump.

These adjustments reflect ongoing portfolio management activities, including tactical shifts and responses to market dynamics.

For a detailed view of the fund's holdings and performance, please visit the University of Texas/Texas A&M Investment Management Co profile on Insiderset.