Top 4 University Of Maryland Foundation INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEMG | iShares Core MSCI Emerging Markets ETF | 53.99% | 365.5K | $30.3M | new | $71.50(+12.20%) | 2026-06-30 | |
| VTI | Vanguard Total Stock Market ETF | 36.15% | 54.8K | $20.3M | new | $215.55(+77.24%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5.34% | 4 | $3.0M | +0.00%(+0) | $325711.00(+141.24%) | 2026-06-30 | |
| CRBN | ISHARES TR | 4.51% | 10.0K | $2.5M | +0.00%(+0) | $124.79(+108.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.16% | +44.89% | +6.93% | +39.80% |
| Top 20 Holdings Unweighted | +13.93% | +47.86% | +7.60% | +44.21% |
University Of Maryland Foundation INC reports $56.07M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are IEMG (54.0%), VTI (36.1%) and BRK.A (5.3%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +44.89% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from University Of Maryland Foundation INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1624050). View University Of Maryland Foundation INC’s 13F filings on SEC