Friends of the Cornell LAB of Ornithology

Riverside, CTfiles as FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC.

$124m in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 2.6% of the portfolio this quarter.

Value
$124m
Stocks
5
Top 10 share
100.0%
Turnover
2.6%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

  • State STR Spdr S&P 500 ETF TSPY
    32.9% of the fund
    +3%
  • Ishares TRIWM
    25.4% of the fund
    +3%
  • Vanguard Tax-Managed FDSVEA
    15.8% of the fund
    +3%
  • Ishares TREEM
    7.8% of the fund
    +2%

Cut

Sold some of their stake.

None this quarter.

Sold out

Sold their entire stake.

None this quarter.

Holdings

  • State STR Spdr S&P 500 ETF TSPY
    Share
    32.9%
    Value
    $41m
    Shares
    54,482

    +3%

  • Ishares TRIWM
    Share
    25.4%
    Value
    $31m
    Shares
    104,532

    +3%

  • Berkshire Hathaway INC DELBRK-A
    Share
    18.2%
    Value
    $22m
    Shares
    30

    Held

  • Vanguard Tax-Managed FDSVEA
    Share
    15.8%
    Value
    $19m
    Shares
    273,651

    +3%

  • Ishares TREEM
    Share
    7.8%
    Value
    $10m
    Shares
    141,872

    +2%

Over time and by industry

Value over time

Dec '25
 
Jun '26

Value is up 18.7% since 31 December 2025.

Where the money is

Other100.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.