Adventist Health System Sunbelt Healthcare Corp 13F annual report

Adventist Health System Sunbelt Healthcare Corp is an investment fund managing more than $1.99 trillion ran by Jeff Pearson. There are currently 10 companies in Mr. Pearson’s portfolio. The largest investments include J P Morgan Exchange Traded F and Ishares Tr, together worth $1.04 trillion.

$1.99 trillion Assets Under Management (AUM)

As of 7th August 2024, Adventist Health System Sunbelt Healthcare Corp’s top holding is 12,851,700 shares of J P Morgan Exchange Traded F currently worth over $497 billion and making up 24.9% of the portfolio value. In addition, the fund holds 6,419,463 shares of Ishares Tr worth $543 billion. The third-largest holding is Spdr Ser Tr worth $252 billion and the next is Select Sector Spdr Tr worth $214 billion, with 5,200,000 shares owned.

Currently, Adventist Health System Sunbelt Healthcare Corp's portfolio is worth at least $1.99 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Adventist Health System Sunbelt Healthcare Corp

The Adventist Health System Sunbelt Healthcare Corp office and employees reside in Altamonte Springs, Florida. According to the last 13-F report filed with the SEC, Jeff Pearson serves as the Executive Director of Investments at Adventist Health System Sunbelt Healthcare Corp.

Recent trades

In the most recent 13F filing, Adventist Health System Sunbelt Healthcare Corp revealed that it had opened a new position in Select Sector Spdr Tr and bought 5,200,000 shares worth $214 billion.

The investment fund also strengthened its position in Ishares Tr by buying 759,945 additional shares. This makes their stake in Ishares Tr total 6,419,463 shares worth $543 billion.

On the other hand, Jeff Pearson disclosed a decreased stake in J P Morgan Exchange Traded F by 0.1%. This leaves the value of the investment at $497 billion and 12,851,700 shares.

One of the largest hedge funds

The two most similar investment funds to Adventist Health System Sunbelt Healthcare Corp are Hirtle Callaghan & Co and Cardinal Capital Management ct. They manage $1.99 trillion and $1.99 trillion respectively.

Jeff Pearson investment strategy

Adventist Health System Sunbelt Healthcare Corp’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Industrials — making up 15.3% of the total portfolio value. The fund focuses on investments in the United States as 20.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $597 million.

The complete list of Adventist Health System Sunbelt Healthcare Corp trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
J P Morgan Exchange Traded F	10.01% 12,851,700	$496,984,235,000	24.95%
Ishares Tr	13.43% 6,419,463	$542,623,588,000	27.24%
Spdr Ser Tr	1.80% 10,844,100	$251,908,443,000	12.64%
Select Sector Spdr Tr	Opened 5,200,000	$213,772,000,000	10.73%
Ishares Gold Tr	6.62% 6,721,063	$155,928,662,000	7.83%
BondBloxx ETF Trust	56.83% 8,050,100	$295,911,598,000	14.85%
Janus Detroit Str Tr	199.70% 295,800	$15,050,304,000	0.76%
Schwab Strategic Tr	64.06% 214,800	$11,171,748,000	0.56%
BondBloxx ETF Trust	Opened 194,500	$7,990,060,000	0.40%
Graniteshares Etf Tr	0.74% 40,282	$820,142,000	0.04%
No transactions found
Showing first 500 out of 10 holdings