Executive Overview

Portfolio Command

A consolidated view of capital under stewardship, conglomerate composition, and public-benefit performance across the fiscal cycle.

Board-Ready Summary
Capital Under Stewardship
$602.0M
12 deployments
Active Subsidiaries
6
9 total in portfolio
Aggregate Revenue
$956.5M
Trailing twelve months
Impact Attainment
77%
Across all benefit metrics

Equity by Sector

EnergyUtilitiesAgricultureIndustrials$0$150.0M$300.0M$450.0M$600.0M

Capital Instruments

equity$440.0M
debt$90.0M
convertible$60.0M
grant$12.0M

Impact Goals — Social & Community

Public-benefit performance against stated social and community commitments.

View all
Community
FY2026 YTD
34agencies
Public Agencies Onboarded
Civic Ledger Labs
Target 50 agencies68%
Social
FY2026 YTD
485,000individuals
Patients Served
Meridian Health Collective
Target 600,000 individuals81%
Social
FY2026 YTD
18routes
Transit-Desert Routes Served
Northwind Mobility
Target 25 routes72%
Community
FY2026 YTD
142farms
Regenerative Growers Onboarded
Terraform Foods
Target 200 farms71%

Portfolio Holdings

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Prism Tax Solutions
Financial Services · United States
$12.0M
100% stake
Helios Grid Systems
Energy · United States
$420.0M
78% stake
Meridian Health Collective
Healthcare · United States
$310.0M
65% stake
Aqualis Water Partners
Utilities · United Kingdom
$240.0M
52% stake
Civic Ledger Labs
Technology · United States
$95.0M
41% stake
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