Adventist Health System Sunbelt Healthcare Corp.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Adventist Health System Sunbelt Healthcare Corp. reported 20 stock positions worth $2.0 billion. Its top holding was JPMorgan Usd Emerging Market (JPMB) at 24.9% of the portfolio, followed by iShares JP Morgan Usd Emergi (EMB, 12.7%) and SS SPDR P High Yield ETF (SPHY, 12.6%). Compared with Q1 2024, it opened 2 new positions, added to 11 and reduced 7. The biggest buy was a new position in SS Financial Select Sector (XLF) and the biggest sale JPMorgan Usd Emerging Market (JPMB, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- Altamonte Springs, FL
- CIK
- 0001103139
- Portfolio Value
- $2.0B (Q2 2024)
- SEC Filing
- 0001172661-24-003495 ↗ filed Aug 14, 2024
Holdings Value
Holdings 20 stocks · $2.0B
| JPMB JPMorgan Usd Emerging Market | 24.95% | 12,851,700 | $497.0M | Reduce -10.0% |
| EMB iShares JP Morgan Usd Emergi | 12.70% | 2,860,100 | $253.1M | Add +133.8% |
| SPHY SS SPDR P High Yield ETF | 12.64% | 10,844,100 | $251.9M | Reduce -1.8% |
| XLF SS Financial Select Sector | 10.73% | 5,200,000 | $213.8M | New |
| IXUS iShares Core Intl Stock ETF | 10.05% | 2,962,386 | $200.1M | Reduce -19.5% |
| IAUM iShares Gold Trust Micro | 7.83% | 6,721,063 | $155.9M | Add +6.6% |
| IVV iShares Core S&P 500 ETF | 3.72% | 135,551 | $74.2M | Reduce -54.4% |
| XHYE Bondbloxx Usd HY Bond Energy | 3.51% | 1,783,500 | $69.9M | Add +115.0% |
| XHYH Bondbloxx Usd HY Bond Health | 2.78% | 1,599,900 | $55.4M | Add +172.6% |
| XHYC Bondbloxx Usd HY Bond CCS | 2.75% | 1,470,500 | $54.7M | Add +69.5% |
| XHYI Bondbloxx Usd HY Bond Indus | 2.50% | 1,325,600 | $49.9M | Add +15.5% |
| XHYF Bondbloxx Usd HY Bond F REIT | 1.89% | 1,025,400 | $37.7M | Add +17.2% |
| XHYT Bondbloxx Usd HY Bond TMT | 1.24% | 751,200 | $24.8M | Add +0.1% |
| JAAA Janus Henderson Aaa Clo ETF | 0.76% | 295,800 | $15.1M | Add +199.7% |
| SCHP Schwab U.S. Tips ETF | 0.56% | 214,800 | $11.2M | Reduce -64.1% |
| GOVT iShares US Treasury Bond ETF | 0.44% | 386,326 | $8.7M | Add +1.5% |
| XEMD Bondbloxx-JPM Usd Em MK 1-10 | 0.40% | 194,500 | $8.0M | New |
| IGV iShares Expanded Tech-Softwa | 0.33% | 75,100 | $6.5M | Reduce -3.8% |
| XHYD Bondbloxx Usd HY Bond Cnoncs | 0.18% | 94,000 | $3.5M | Add +24.5% |
| COMB Graniteshares Bcom Broad STR | 0.04% | 40,282 | $820K | Reduce -0.7% |
Portfolio Sells Q1 2024 → Q2 2024
| JPMB JPMorgan Usd Emerging Market | Reduce -10.0% | 24.95% | −7.71 |
| IVV iShares Core S&P 500 ETF | Reduce -54.4% | 3.72% | −5.37 |
| IXUS iShares Core Intl Stock ETF | Reduce -19.5% | 10.05% | −4.49 |
| SPHY SS SPDR P High Yield ETF | Reduce -1.8% | 12.64% | −2.44 |
| SCHP Schwab U.S. Tips ETF | Reduce -64.1% | 0.56% | −1.25 |
| IGV iShares Expanded Tech-Softwa | Reduce -3.8% | 0.33% | −0.06 |
| COMB Graniteshares Bcom Broad STR | Reduce -0.7% | 0.04% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| XLF SS Financial Select Sector | New | 10.73% | +10.73 |
| EMB iShares JP Morgan Usd Emergi | Add +133.8% | 12.70% | +6.32 |
| XHYE Bondbloxx Usd HY Bond Energy | Add +115.0% | 3.51% | +1.62 |
| XHYH Bondbloxx Usd HY Bond Health | Add +172.6% | 2.78% | +1.61 |
| XHYC Bondbloxx Usd HY Bond CCS | Add +69.5% | 2.75% | +0.85 |
| JAAA Janus Henderson Aaa Clo ETF | Add +199.7% | 0.76% | +0.46 |
| XEMD Bondbloxx-JPM Usd Em MK 1-10 | New | 0.40% | +0.40 |
| XHYD Bondbloxx Usd HY Bond Cnoncs | Add +24.5% | 0.18% | +0.01 |
| XHYF Bondbloxx Usd HY Bond F REIT | Add +17.2% | 1.89% | 0.00 |
| XHYI Bondbloxx Usd HY Bond Indus | Add +15.5% | 2.50% | −0.04 |
| GOVT iShares US Treasury Bond ETF | Add +1.5% | 0.44% | −0.07 |
| XHYT Bondbloxx Usd HY Bond TMT | Add +0.1% | 1.24% | −0.25 |
| IAUM iShares Gold Trust Micro | Add +6.6% | 7.83% | −0.31 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $3.1B | IVV, EMB, XEMD, IXUS, VUSB |
| Q1 2026 | 21 | $2.9B | EMB, VUSB, XEMD, IVV, IXUS |
| Q4 2025 | 24 | $3.4B | IVV, EMB, XEMD, IXUS, EMLC |
| Q3 2025 | 22 | $2.3B | IVV, EMB, IAUM, IXUS, XEMD |
| Q2 2025 | 20 | $1.3B | IVV, EMB, IXUS, XEMD, IAUM |
| Q1 2025 | 23 | $2.5B | IVV, EMB, MSFT, NVDA, XEMD |
| Q4 2024 | 20 | $3.1B | IVV, EMB, JPMB, SPHY, XLF |
| Q3 2024 | 21 | $2.4B | JPMB, EMB, SPHY, XLF, IXUS |
| Q2 2024 | 20 | $2.0B | JPMB, EMB, SPHY, XLF, IXUS |
| Q1 2024 | 18 | $1.7B | JPMB, SPHY, IXUS, IVV, IAUM |