C.T. Fitzpatrick - Vulcan Value Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  SPDR S&P 500 ETF Trust (SPY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.08 SEC
2025   Q4 6,023 0.08 Add 1,887.79% 0.08 $688.03 $4,144,000 SEC
2025   Q3 303 <0.01 Buy <0.01 $670.28 $203,095 SEC
2025   Q1 0 0.00 Sell 100.00% 0.13 SEC
2024   Q4 13,518 0.13 Buy 0.13 $584.64 $7,903,164 SEC
2024   Q1 0 0.00 Sell 100.00% 0.02 SEC
2023   Q4 3,472 0.02 Buy 0.02 $472.64 $1,641,000 SEC
2023   Q1 0 0.00 Sell 100.00% 0.17 SEC
2022   Q4 33,614 0.17 Buy 0.17 $380.88 $12,803,000 SEC
2022   Q1 0 0.00 Sell 100.00% 0.02 SEC
2021   Q4 7,670 0.02 Buy 0.02 $474.97 $3,643,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.03 SEC
2016   Q4 15,126 0.03 Buy 0.03 $223.52 $3,381,000 SEC
2016   Q1 0 0.00 Sell 100.00% <0.01 SEC
2015   Q4 1,220 <0.01 Buy <0.01 $204.10 $249,000 SEC
2015   Q2 0 0.00 Sell 100.00% <0.01 SEC
2015   Q1 1,456 <0.01 Buy <0.01 $206.73 $301,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.02 SEC
2014   Q3 6,335 0.02 Buy 0.02 $197.00 $1,248,000 SEC