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Jordan Irving — Institutional Investor Profile | Buyside Digest

Jordan Irving

Institutional Investor • Glenmede Investment Management

Value

$7.1B

Stocks

42 Stocks

Turnover

0.0%

CIK

0001644465EDGAR ↗

Website ↗

Top Holdings

VOO(14.01%) SPY(6.63%) JPM(4.27%) ORCL(4.21%) PVAL(3.50%)

About Investor

GIM's client-focused approach centers on providing traditional long-only equity strategies and liquid alternatives through multiple access channels including The Glenmede Funds, separately managed accounts, and collective investment vehicles. The firm serves 2,174 accounts with a client base comprising high-net-worth individuals and investment companies. GIM emphasizes risk management through diversification, quantitative modeling, and fundamental analysis while maintaining a clean regulatory record with no disciplinary history. The firm made strategic decisions to exit the fixed income business as of December 31, 2024, to focus on core competencies. Recent innovations include the launch of the Glenmede Energy Resilience Strategy in November 2025, demonstrating commitment to thematic investing aligned with macroeconomic trends.

Investor Philosophy

Investment philosophy details pending verification.

Jordan Irving Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
VOO	None	Vanguard S&P 500 ETF	General	$983.6M	14.0%	No Change
SPY	None	SPDR S&P 500 ETF Trust	General	$465.8M	6.6%	No Change
JPM	None	JPMorgan Chase & Company	Financials	$299.5M	4.3%	No Change
ORCL	None	Oracle Corporation	Information Technology	$295.7M	4.2%	No Change
PVAL	None	PUTNAM ETF TRUST	General	$245.9M	3.5%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$229.5M	3.3%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$227.7M	3.2%	No Change
LLY	None	Eli Lilly and Company	Health Care	$216.0M	3.1%	No Change
JNJ	None	Johnson & Johnson	Health Care	$214.8M	3.1%	No Change
VB	None	Vanguard Small-Cap Etf - US ETP	General	$213.8M	3.0%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
GOOGLAlphabet Inc.	$229.5M	-100.0%	0.0%	Sold Out
DFAEDIMENSIONAL ETF TRUST	$154.7M	-100.0%	0.0%	Sold Out
RSPInvesco S&P 500 Equal Weight ETF	$94.5M	-100.0%	0.0%	Sold Out
IEOISHARES TR	$91.7M	-100.0%	0.0%	Sold Out
AIAAIA Group	$82.3M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

General35.7%

Information Technology16.2%

Financials10.8%

Consumer Discretionary8.3%

Health Care7.9%

Sector	Stocks	Value	Exposure
General	9	$2504.9M	35.7%
Information Technology	9	$1140.2M	16.2%
Financials	5	$760.6M	10.8%
Consumer Discretionary	4	$586.7M	8.3%
Health Care	3	$551.6M	7.9%
Industrials	4	$475.8M	6.8%
Consumer Staples	4	$417.5M	6.0%
Communication Services	2	$345.9M	4.9%
Energy	2	$238.9M	3.4%