S&P 500 Index Master Portfolio

Master Investment Portfolio · Series S000004285

Equity fund · 99% stocks
$59.77B NAV
508 positions · as of 2026-06-30 · filed 2026-08-25
data updated 2026-09-08

Fund profile

This fund files no prospectus profile. Unit investment trusts and closed-end funds register on forms that carry no objective or fee tagging, and some fund families file without it — a gap in what was filed, not a fund without an objective or without fees.

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.29%
of net assets
Stocks99.38%
Cash & short-term0.91%

Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 10 new9 exited

Largest new: MRVL, HONA, Flex Ltd, Carnival Corp Ltd, CASY, VEEV, DD, FDXF

Largest exited: Coterra Energy Inc, Carnival Corp, DuPont de Nemours Inc, Hologic Inc, EPAM, CAG, POOL, CPB

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+30.95%
3-year
+79.92%
5-year
+85.03%
Volatility
13.43%
Worst 3-yr fall
-8.26%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorpNVDA7.42%$4.43B
Apple IncAAPL6.51%$3.89B
Microsoft CorpMSFT4.24%$2.54B
Amazon.com IncAMZN3.57%$2.13B
Alphabet IncGOOGL3.21%$1.92B
Broadcom IncAVGO2.74%$1.64B
Alphabet IncGOOG2.56%$1.53B
Micron Technology IncMU1.99%$1.19B
Meta Platforms IncMETA1.89%$1.13B
Tesla IncTSLA1.81%$1.08B
Showing 10 of 508Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 35.94% of net assets, top 25 50.59%, across 505 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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