Ensign Peak Advisors

Ensign Peak Advisors

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

1,706

Market Value

$53.7B

Portfolio Analysis

AIPreview
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I. Institutional Overview

Ensign Peak Advisors, the primary investment arm managing the substantial financial reserves of the Church of Jesus Christ of Latter-day Saints, represents one of the most significant and sophisticated pools of institutional capital globally. As of the first quarter of 2026, specifically the reporting period ending March 31, 2026, the institution's 13F...

The institutional portrait of Ensign Peak Advisors is one of a "diversified giant" that blends the characteristics of a passive index-tracking fund with the strategic tilts of an active value-and-growth manager. With a staggering 1,706 individual holdings, the institution demonstrates an extreme commitment to diversification. This breadth of holdings...

The current scale of $53.66 billion indicates a robust and stable capital position. While many hedge funds operate with higher turnover and more concentrated bets, Ensign Peak's profile is that of a "permanent capital" vehicle. Its investment horizon is measured in decades rather than quarters, allowing it to act as a stabilizing force in the market. The...

Based on the latest available 13F filing.

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Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
NVDA7.5%7.6%7.3%6.7%
AAPL5.5%5.5%5.0%4.3%
MSFT4.6%5.8%5.9%5.9%
AMZN3.4%3.7%3.3%3.1%
GOOGL3.3%3.3%2.7%2.0%
META2.6%2.9%3.5%3.8%
AVGO2.5%2.6%2.3%1.9%
GOOG2.4%2.3%1.5%1.2%
JPM1.7%1.7%1.8%1.7%
MA1.5%-1.4%1.5%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

NVDA+17.47%
GOOGL+24.42%
AMZN+15.96%
MU+194.78%
AAPL+16.49%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

XOM-13.59%
BSX-24.83%
CVX-10.19%
ABT-17.31%
NOW-16.74%

Sector Analysis

Energy5.3%
Others1.6%
Materials1.7%
Utilities3.1%
Financials12.3%
Healthcare12.0%
Technology32.2%
Industrials8.3%