In this section you will find the quarterly holdings and community investment reports of the UUCEF. The holdings reports include the top 50 holdings as well as those held for shareholder advocacy purposes. These reports are maintained online as far back as June 2009. The community investment report list all the community investment holdings of the UUCEF.
The following documents are PDF files.
Holdings
Fiscal Year (FY) 2025
Fiscal Year (FY) 2024
- June 30, 2024
- June 30, 2024 – Advocacy Portfolio
- March 31, 2024
- March 31, 2024 – Advocacy Portfolio
- December 31, 2023
- December 31, 2023 – Advocacy Portfolio
- September 30, 2023
- September 30, 2023 – Advocacy Portfolio
Fiscal Year (FY) 2023
- June 30, 2023
- June 30, 2023 – Advocacy Portfolio
- April 30, 2023
- March 31, 2023
- March 31, 2023 – Advocacy Portfolio
- December 31, 2022
- December 31, 2022 – Advocacy Portfolio
- September 30, 2022
- September 30, 2022 – Advocacy Portfolio