Adventist Health System Sunbelt Healthcare Corp.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Adventist Health System Sunbelt Healthcare Corp. reported 23 stock positions worth $2.5 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 28.5% of the portfolio, followed by iShares JP Morgan Usd Emergi (EMB, 24.8%) and Microsoft (MSFT, 5.3%). Compared with Q4 2024, it opened 6 new positions, sold out of 3, added to 5 and reduced 4. The biggest buy was iShares JP Morgan Usd Emergi (EMB, shares +25%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- Altamonte Springs, FL
- CIK
- 0001103139
- Portfolio Value
- $2.5B (Q1 2025)
- SEC Filing
- 0001172661-25-001866 ↗ filed May 14, 2025
Holdings Value
Holdings 23 stocks · $2.5B
| IVV iShares Core S&P 500 ETF | 28.47% | 1,277,136 | $717.6M | Reduce -45.8% |
| EMB iShares JP Morgan Usd Emergi | 24.79% | 6,898,100 | $624.9M | Add +25.5% |
| MSFT Microsoft Corp. | 5.35% | 359,000 | $134.8M | New |
| NVDA Nvidia Corp. | 5.12% | 1,190,000 | $129.0M | New |
| XEMD Bondbloxx-JPM Usd Em MK 1-10 | 4.24% | 2,537,900 | $107.0M | Add +107.2% |
| XHYT Bondbloxx Usd HY Bond TMT | 4.19% | 3,087,000 | $105.7M | No change |
| AAPL Apple Inc. | 3.75% | 425,000 | $94.4M | New |
| SPHY SS SPDR P High Yield ETF | 3.44% | 3,705,263 | $86.8M | Reduce -60.4% |
| IAUM iShares Gold Trust Micro | 2.86% | 2,310,184 | $72.0M | Add +5918.6% |
| XHYI Bondbloxx Usd HY Bond Indus | 2.81% | 1,888,800 | $70.9M | No change |
| XHYC Bondbloxx Usd HY Bond CCS | 2.53% | 1,726,800 | $63.8M | No change |
| XHYF Bondbloxx Usd HY Bond F REIT | 2.06% | 1,386,300 | $51.9M | No change |
| JPST JPMorgan Ultra-Short Income | 2.01% | 1,000,000 | $50.6M | No change |
| AVGO Broadcom Inc. | 1.66% | 250,000 | $41.9M | New |
| XHYH Bondbloxx Usd HY Bond Health | 1.53% | 1,117,300 | $38.7M | No change |
| ALLW State Street Brgwtr All WTHR | 1.30% | 1,300,500 | $32.7M | New |
| JAAA Janus Henderson Aaa Clo ETF | 1.19% | 592,100 | $30.0M | Add +100.2% |
| XHYD Bondbloxx Usd HY Bond Cnoncs | 0.92% | 613,500 | $23.1M | No change |
| SCHP Schwab U.S. Tips ETF | 0.92% | 859,595 | $23.1M | Reduce -20.7% |
| EUSA iShares MSCI USA Equal Weigh | 0.40% | 106,400 | $10.0M | New |
| XHYE Bondbloxx Usd HY Bond Energy | 0.25% | 162,500 | $6.3M | No change |
| IXUS iShares Core Intl Stock ETF | 0.20% | 72,470 | $5.1M | Add +240.7% |
| GOVT iShares US Treasury Bond ETF | 0.01% | 13,957 | $321K | Reduce -97.7% |
Portfolio Sells Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Reduce -45.8% | 28.47% | −15.91 |
| JPMB JPMorgan Usd Emerging Market | Sold out | 0.00% | −9.92 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −6.18 |
| SPHY SS SPDR P High Yield ETF | Reduce -60.4% | 3.44% | −3.58 |
| GOVT iShares US Treasury Bond ETF | Reduce -97.7% | 0.01% | −0.43 |
| COMB Graniteshares Bcom Broad STR | Sold out | 0.00% | −0.11 |
| SCHP Schwab U.S. Tips ETF | Reduce -20.7% | 0.92% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| EMB iShares JP Morgan Usd Emergi | Add +25.5% | 24.79% | +9.13 |
| MSFT Microsoft Corp. | New | 5.35% | +5.35 |
| NVDA Nvidia Corp. | New | 5.12% | +5.12 |
| AAPL Apple Inc. | New | 3.75% | +3.75 |
| IAUM iShares Gold Trust Micro | Add +5918.6% | 2.86% | +2.82 |
| XEMD Bondbloxx-JPM Usd Em MK 1-10 | Add +107.2% | 4.24% | +2.61 |
| AVGO Broadcom Inc. | New | 1.66% | +1.66 |
| ALLW State Street Brgwtr All WTHR | New | 1.30% | +1.30 |
| JAAA Janus Henderson Aaa Clo ETF | Add +100.2% | 1.19% | +0.71 |
| EUSA iShares MSCI USA Equal Weigh | New | 0.40% | +0.40 |
| IXUS iShares Core Intl Stock ETF | Add +240.7% | 0.20% | +0.16 |
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 |