StockDriftsStockDriftsTop 2 Dan L Duncan Foundation Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 74.2% | 671.2K | $52.4M | +0.00%(+0) | — | 2024-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 25.8% | 92.0K | $18.2M | +0.49%(+451) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Dan L Duncan Foundation reports $70.60M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (74.2%) and VIG (25.8%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Dan L Duncan Foundation, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Dan L Duncan Foundation’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801470). View Dan L Duncan Foundation’s 13F filings on SEC