Latest JPB Foundation Stock Portfolio
$762Million– No. of Holdings #2
JPB Foundation Performance:
2026 Q1: -3.34%YTD: -3.34%2025: 12.07%
Performance for 2026 Q1 is -3.34%, and YTD is -3.34%, and 2025 is 12.07%.
About JPB Foundation and 13F Hedge Fund Stock Holdings
On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Freedom Together Foundation reported an equity portfolio of $762.2 Millions as of 31 Mar, 2026.
The top stock holdings of Freedom Together Foundation are SPY, CSD. The fund has invested 72.3% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 27.7% of portfolio in INVESCO EXCHANGE TRADED FD T.
The top stock holdings of Freedom Together Foundation are SPY, CSD. The fund has invested 72.3% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 27.7% of portfolio in INVESCO EXCHANGE TRADED FD T.
JPB Foundation Equity Portfolio Value
Last Reported on: 08 May, 2026
JPB Foundation Annual Return Estimates Vs S&P 500
Our best estimate is that Freedom Together Foundation made a return of -3.34% in the last quarter. In trailing 12 months, it's portfolio return was 13.07%.
- Performance
- S&P 500
New Buys
Additions
Reductions
Sold off
Sector Distribution
Freedom Together Foundation has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
Freedom Together Foundation has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by Freedom Together Foundation either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| CSD | 0.2 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| CSD | 0.4 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| SPY | -4.6 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| SPY | -26.8 M | |
JPB Foundation Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of JPB Foundation
Freedom Together Foundation has 2 stocks in it's portfolio. SPY proved to be the most loss making stock for the portfolio. CSD was the most profitable stock for Freedom Together Foundation last quarter.
Last Reported on: 08 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| CSD | invesco exchange traded fd t | 27.70 | 1,100,000 | 211,112,000 | unchanged | 0.00 | ||
| SPY | state str spdr s&p 500 etf t | 72.30 | 847,400 | 551,098,000 | unchanged | 0.00 | ||