Fund

Lilly Endowment Portfolio

LILLY ENDOWMENT INC · U.S. private foundation holding Eli Lilly stockSEC 13F filings0 people copyingHoldings come from the latest quarterly 13F filing, long stock positions only. A 13F shows holdings as of quarter end and is filed up to 45 days after the quarter ends.Rebalances after each quarterly 13F filing

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Return · Past 2 years+95.0%$1,000 → $1,950

Nov 15, 2024Nov 11, 2026

Max drawdown−31.9%Worst drop from a highVolatilityHighHow much it swingsFiling timing9/30 holdingsQuarter-end holdings, filed 10/19

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$3,835+$1,435 (+59.8%)

Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

1 stock · filed 10/19

LLY100.0%

Latest filings

Filed 10/19

10/19

Bought LLY

Holdings as of 9/30, filed 10/19

Bought LLY 100.0%