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NEW COVENANT FUNDS

CIK: 0001070222 Equity
Report date: 2026-03-02
AUM $352M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-02

Holdings

From latest SEC N-PORT filing · US-listed stocks only

114 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ABBV ABBVIE INC. Since 2026-05-10 00287YBV0 Debt
0.01%
$0.02 20,000
2 ABBV ABBVIE INC. Since 2026-05-10 00287YDR7 Debt
0.03%
$0.11 110,000
3 LNT ALLIANT ENERGY CORPORATION Since 2026-05-10 018802AF5 Debt
0.04%
$0.14 135,000
4 AMZN AMAZON.COM, INC. Since 2026-05-10 023135BR6 Debt
0.01%
$0.02 20,000
5 AMZN AMAZON.COM, INC. Since 2026-05-10 023135BC9 Debt
0.13%
$0.47 470,000
6 AMZN AMAZON.COM, INC. Since 2026-05-10 023135CF1 Debt
0.04%
$0.14 140,000
7 AEP AMERICAN ELECTRIC POWER COMPANY, INC. Since 2026-05-10 02557TAE9 Debt
0.07%
$0.25 250,000
8 AXP AMERICAN EXPRESS COMPANY Since 2026-05-10 025816EK1 Debt
0.14%
$0.50 490,000
9 AXP AMERICAN EXPRESS COMPANY Since 2026-05-10 025816EK1 Debt
0.04%
$0.14 140,000
10 AXP AMERICAN EXPRESS COMPANY Since 2026-05-10 025816EF2 Debt
0.15%
$0.54 520,000
11 AMT AMERICAN TOWER CORPORATION Since 2026-05-10 03027XBA7 Debt
0.05%
$0.16 170,000
12 AMT AMERICAN TOWER CORPORATION Since 2026-05-10 03027XCN8 Debt
0.05%
$0.18 175,000
13 AAPL APPLE INC. Since 2026-05-10 037833BZ2 Debt
0.02%
$0.07 70,000
14 ATR APTARGROUP, INC. Since 2026-05-10 038336AB9 Debt
0.12%
$0.44 435,000
15 T AT&T INC. Since 2026-05-10 00206RJX1 Debt
0.03%
$0.12 120,000
16 T AT&T INC. Since 2026-05-10 00206RMM1 Debt
0.11%
$0.40 472,000
17 T AT&T INC. Since 2026-05-10 00206RDQ2 Debt
0.04%
$0.15 150,000
18 T AT&T INC. Since 2026-05-10 00206RMX7 Debt
0.08%
$0.29 289,000
19 BAC BANK OF AMERICA CORPORATION Since 2026-05-10 06051GJS9 Debt
0.27%
$0.96 971,000
20 BAC BANK OF AMERICA CORPORATION Since 2026-05-10 06051GJB6 Debt
0.03%
$0.10 110,000
21 BAC BANK OF AMERICA CORPORATION Since 2026-05-10 06051GJP5 Debt
0.02%
$0.08 90,000
22 BAC BANK OF AMERICA CORPORATION Since 2026-05-10 06051GHD4 Debt
0.07%
$0.23 234,000
23 BAC BANK OF AMERICA CORPORATION Since 2026-05-10 06051GLC1 Debt
0.17%
$0.61 584,000
24 BAC BANK OF AMERICA CORPORATION Since 2026-05-10 06051GFX2 Debt
0.04%
$0.13 130,000
25 BAC BANK OF AMERICA CORPORATION Since 2026-05-10 06051GGR4 Debt
0.06%
$0.21 210,000
26 BAC BANK OF AMERICA CORPORATION Since 2026-05-10 06051GHQ5 Debt
0.02%
$0.08 80,000
27 BAC BANK OF AMERICA CORPORATION Since 2026-05-10 06051GFL8 Debt
0.00%
$0.01 10,000
28 BRO BROWN & BROWN, INC. Since 2026-05-10 115236AK7 Debt
0.19%
$0.69 676,000
29 COF CAPITAL ONE FINANCIAL CORPORATION Since 2026-05-10 14040HCS2 Debt
0.01%
$0.03 30,000
30 COF CAPITAL ONE FINANCIAL CORPORATION Since 2026-05-10 14040HDE2 Debt
0.10%
$0.34 322,000
31 COF CAPITAL ONE FINANCIAL CORPORATION Since 2026-05-10 14040HDB8 Debt
0.06%
$0.19 189,000
32 COF CAPITAL ONE FINANCIAL CORPORATION Since 2026-05-10 14040HDC6 Debt
0.14%
$0.50 446,000
33 CARR CARRIER GLOBAL CORPORATION Since 2026-05-10 14448CAQ7 Debt
0.17%
$0.59 625,000
34 CNC CENTENE CORPORATION Since 2026-05-10 15135BAX9 Debt
0.09%
$0.33 380,000
35 CI THE CIGNA GROUP Since 2026-05-10 125523CP3 Debt
0.09%
$0.30 302,000
36 CI THE CIGNA GROUP Since 2026-05-10 125523AH3 Debt
0.06%
$0.22 220,000
37 CI THE CIGNA GROUP Since 2026-05-10 125523CX6 Debt
0.03%
$0.11 110,000
38 CI THE CIGNA GROUP Since 2026-05-10 125523CZ1 Debt
0.03%
$0.11 110,000
39 C CITIGROUP INC. Since 2026-05-10 172967NE7 Debt
0.03%
$0.10 110,000
40 C CITIGROUP INC. Since 2026-05-10 172967KY6 Debt
0.08%
$0.28 287,000
41 C CITIGROUP INC. Since 2026-05-10 172967LP4 Debt
0.10%
$0.34 340,000
42 C CITIGROUP INC. Since 2026-05-10 172967NN7 Debt
0.01%
$0.05 50,000
43 C CITIGROUP INC. Since 2026-05-10 172967JC6 Debt
0.01%
$0.04 40,000
44 C CITIGROUP INC. Since 2026-05-10 172967KA8 Debt
0.03%
$0.09 90,000
45 C CITIGROUP INC. Since 2026-05-10 17327CAT0 Debt
0.22%
$0.78 776,000
46 C CITIGROUP INC. Since 2026-05-10 172967NS6 Debt
0.04%
$0.14 140,000
47 CVS CVS HEALTH CORPORATION Since 2026-05-10 126650DQ0 Debt
0.00%
$0.02 20,000
48 CVS CVS HEALTH CORPORATION Since 2026-05-10 126650CX6 Debt
0.05%
$0.17 164,000
49 CVS CVS HEALTH CORPORATION Since 2026-05-10 126650BV1 Debt
0.08%
$0.27 259,811
50 CVS CVS HEALTH CORPORATION Since 2026-05-10 126650BS8 Debt
0.23%
$0.81 767,178
51 DAL Delta Air Lines Since 2026-05-10 24736XAA6 Debt
0.10%
$0.37 370,979
52 D Dominion Energy, Inc. Since 2026-05-10 25746UDZ9 Debt
0.05%
$0.17 165,000
53 ETR ENTERGY CORPORATION Since 2026-05-10 29364GAR4 Debt
0.06%
$0.20 205,000
54 EXC EXELON CORPORATION Since 2026-05-10 30161NAC5 Debt
0.10%
$0.36 343,000
55 FISV FISERV, INC. Since 2026-05-10 337738BP2 Debt
0.02%
$0.08 85,000
56 FISV FISERV, INC. Since 2026-05-10 337738BL1 Debt
0.08%
$0.29 290,000
57 FISV FISERV, INC. Since 2026-05-10 337738BH0 Debt
0.02%
$0.07 70,000
58 GPN GLOBAL PAYMENTS INC. Since 2026-05-10 37940XAV4 Debt
0.07%
$0.26 260,000
59 GS THE GOLDMAN SACHS GROUP, INC. Since 2026-05-10 38145GAH3 Debt
0.03%
$0.09 90,000
60 GS THE GOLDMAN SACHS GROUP, INC. Since 2026-05-10 38141GZR8 Debt
0.01%
$0.03 30,000
61 GS THE GOLDMAN SACHS GROUP, INC. Since 2026-05-10 38141GWZ3 Debt
0.19%
$0.65 650,000
62 GS THE GOLDMAN SACHS GROUP, INC. Since 2026-05-10 38141GC44 Debt
0.01%
$0.04 35,000
63 HD THE HOME DEPOT, INC. Since 2026-05-10 437076CA8 Debt
0.13%
$0.44 450,000
64 HMC HONDA MOTOR CO., LTD. Since 2026-05-10 438127AB8 Debt
0.18%
$0.62 632,000
65 HUM HUMANA INC. Since 2026-05-10 444859BR2 Debt
0.01%
$0.03 30,000
66 HUM HUMANA INC. Since 2026-05-10 444859BT8 Debt
0.04%
$0.16 160,000
67 HUM HUMANA INC. Since 2026-05-10 444859BZ4 Debt
0.06%
$0.21 200,000
68 H HYATT HOTELS CORPORATION Since 2026-05-10 448579AU6 Debt
0.07%
$0.26 255,000
69 INTC INTEL CORPORATION Since 2026-05-10 458140BU3 Debt
0.08%
$0.27 305,000
70 JPM JPMORGAN CHASE & CO. Since 2026-05-10 46647PBL9 Debt
0.05%
$0.18 190,000
71 JPM JPMORGAN CHASE & CO. Since 2026-05-10 46647PAR7 Debt
0.03%
$0.10 100,000
72 JPM JPMORGAN CHASE & CO. Since 2026-05-10 46647PAV8 Debt
0.19%
$0.68 673,000
73 JPM JPMORGAN CHASE & CO. Since 2026-05-10 46647PAV8 Debt
0.03%
$0.10 100,000
74 JPM JPMORGAN CHASE & CO. Since 2026-05-10 46647PAX4 Debt
0.06%
$0.20 200,000
75 JPM JPMORGAN CHASE & CO. Since 2026-05-10 46647PDF0 Debt
0.29%
$1.01 998,000
76 JPM JPMORGAN CHASE & CO. Since 2026-05-10 46647PEU6 Debt
0.07%
$0.24 240,000
77 JPM JPMORGAN CHASE & CO. Since 2026-05-10 46647PEK8 Debt
0.03%
$0.10 100,000
78 KVUE KENVUE INC. Since 2026-05-10 49177JAD4 Debt
0.04%
$0.15 150,000
79 KR THE KROGER CO. Since 2026-05-10 501044BT7 Debt
0.18%
$0.62 565,000
80 LKQ LKQ CORPORATION Since 2026-05-10 501889AD1 Debt
0.20%
$0.70 682,000
81 META META PLATFORMS, INC. Since 2026-05-10 30303MAD4 Debt
0.17%
$0.59 590,000
82 MCO MOODY'S CORPORATION Since 2026-05-10 615369AW5 Debt
0.25%
$0.89 1,000,000
83 OXY OCCIDENTAL PETROLEUM CORPORATION Since 2026-05-10 674599DG7 Debt
0.23%
$0.81 1,346,000
84 ORCL ORACLE CORPORATION Since 2026-05-10 68389XCC7 Debt
0.04%
$0.13 130,000
85 ORCL ORACLE CORPORATION Since 2026-05-10 68389XBP9 Debt
0.06%
$0.20 245,000
86 ORCL ORACLE CORPORATION Since 2026-05-10 68389XCN3 Debt
0.02%
$0.07 70,000
87 PAYX PAYCHEX, INC. Since 2026-05-10 704326AA5 Debt
0.09%
$0.32 310,000
88 PFE PFIZER INC. Since 2026-05-10 717081EW9 Debt
0.03%
$0.09 100,000
89 PNC THE PNC FINANCIAL SERVICES GROUP, INC. Since 2026-05-10 693475BU8 Debt
0.27%
$0.94 834,000
90 R RYDER SYSTEM, INC. Since 2026-05-10 78355HKW8 Debt
0.18%
$0.62 609,000
91 SO THE SOUTHERN COMPANY Since 2026-05-10 842587DJ3 Debt
0.12%
$0.42 425,000
92 SBUX STARBUCKS CORPORATION Since 2026-05-10 855244BL2 Debt
0.12%
$0.43 420,000
93 STT STATE STREET CORPORATION Since 2026-05-10 857477CC5 Debt
0.15%
$0.54 520,000
94 SYK STRYKER CORPORATION Since 2026-05-10 863667BK6 Debt
0.12%
$0.43 420,000
95 UBS UBS Group AG Since 2026-05-10 902613AK4 Debt
0.15%
$0.52 575,000
96 UNH UNITEDHEALTH GROUP INCORPORATED Since 2026-05-10 91324PDW9 Debt
0.01%
$0.02 20,000
97 UNH UNITEDHEALTH GROUP INCORPORATED Since 2026-05-10 91324PDX7 Debt
0.01%
$0.03 30,000
98 UNH UNITEDHEALTH GROUP INCORPORATED Since 2026-05-10 91324PED0 Debt
0.01%
$0.02 20,000
99 UNH UNITEDHEALTH GROUP INCORPORATED Since 2026-05-10 91324PDP4 Debt
0.01%
$0.03 30,000
100 UNH UNITEDHEALTH GROUP INCORPORATED Since 2026-05-10 91324PEH1 Debt
0.06%
$0.20 200,000
101 UNH UNITEDHEALTH GROUP INCORPORATED Since 2026-05-10 91324PFJ6 Debt
0.01%
$0.05 50,000
102 USB U.S. BANCORP Since 2026-05-10 91159HJM3 Debt
0.03%
$0.10 100,000
103 USB U.S. BANCORP Since 2026-05-10 91159HJC5 Debt
0.02%
$0.06 60,000
104 VZ VERIZON COMMUNICATIONS INC. Since 2026-05-10 92343VGN8 Debt
0.14%
$0.48 546,000
105 VZ VERIZON COMMUNICATIONS INC. Since 2026-05-10 92343VGJ7 Debt
0.17%
$0.61 664,000
106 WEC WEC ENERGY GROUP INC. Since 2026-05-10 92939UAU0 Debt
0.07%
$0.26 260,000
107 WFC WELLS FARGO & COMPANY Since 2026-05-10 949746SH5 Debt
0.05%
$0.19 190,000
108 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3K7 Debt
0.01%
$0.02 20,000
109 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U2S1 Debt
0.08%
$0.28 290,000
110 WFC WELLS FARGO & COMPANY Since 2026-05-10 94974BGL8 Debt
0.06%
$0.20 200,000
111 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U2L6 Debt
0.06%
$0.22 220,000
112 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3F8 Debt
0.01%
$0.02 20,000
113 WMB THE WILLIAMS COMPANIES, INC. Since 2026-05-10 96949LAD7 Debt
0.11%
$0.39 390,000
114 WPC W.P. CAREY INC. Since 2026-05-10 92936UAN9 Debt
0.11%
$0.38 380,000