CHAI TRUST CO LLC - Portfolio overview

CHAI TRUST CO LLC has 11 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Real Estate.

Largest reported holdings by portfolio allocation

1. ARDT - ARDENT HEALTH INC, 56.38%
2. VTI - VANGUARD INDEX FDS, 14.06%
3. RSP - INVESCO EXCHANGE TRADED FD T, 7.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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