StockDrifts LogoStockDrifts

Annie E. Casey Foundation 13F Portfolio

Portfolio Manager
Annie E. Casey Foundation, Inc.
Performance
+11.31% (2025 Q3)
AUM (13F)
$35.17M
# of Holdings
1
Performance Rank
N/A
Allocation (Top 20)
100%
Latest filing
Q3 2025

Annie E. Casey Foundation, Inc. Holdings Map

Top 1 Annie E. Casey Foundation, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
UPS
UNITED PARCEL SERVICE INC
100%421.0K$35.2M
+0.00%(+0)
2024-Q4: 421.0K shares2025-Q1: 421.0K shares2025-Q2: 421.0K shares2025-Q3: 421.0K shares
$131.54(-23.57%)
2025-09-30

About Annie E. Casey Foundation, Inc.’s portfolio

Annie E. Casey Foundation, Inc. reports $35.17M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is UPS (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +4.22% cumulatively over 3 quarters. Figures reflect the Q3 2025 filing.

Portfolio concentration

Unlock alerts, watchlists & AI chat

Sign up free to track Annie E. Casey Foundation, Inc., compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Annie E. Casey Foundation, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1832467). View Annie E. Casey Foundation, Inc.’s 13F filings on SEC

More 13F analyses

View all