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University Of Maryland Foundation 13F Portfolio

Portfolio Manager
University Of Maryland Foundation INC
Performance
+8.32% (2026 Q2)
AUM (13F)
$56.07M
# of Holdings
4
Performance Rank
Allocation (Top 20)
99.99%
Latest filing
Q2 2026

University Of Maryland Foundation INC Holdings Map

Top 4 University Of Maryland Foundation INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEMG
iShares Core MSCI Emerging Markets ETF
53.99%365.5K$30.3Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 365.5K shares
$71.50(+12.20%)
2026-06-30
VTI
Vanguard Total Stock Market ETF
36.15%54.8K$20.3Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 54.8K shares
$215.55(+77.24%)
2026-06-30
BRK.A
BERKSHIRE HATHAWAY INC DEL
5.34%4$3.0M
+0.00%(+0)
2025-Q2: 4 shares2025-Q3: 4 shares2025-Q4: 4 shares2026-Q1: 4 shares2026-Q2: 4 shares
$325711.00(+141.24%)
2026-06-30
CRBN
ISHARES TR
4.51%10.0K$2.5M
+0.00%(+0)
2025-Q2: 10.0K shares2025-Q3: 10.0K shares2025-Q4: 10.0K shares2026-Q1: 10.0K shares2026-Q2: 10.0K shares
$124.79(+108.26%)
2026-06-30

About University Of Maryland Foundation INC’s portfolio

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 concentration

Portfolio concentration
IEMG — 54.0% ($30.27M)VTI — 36.2% ($20.27M)BRK.A — 5.3% ($3.00M)CRBN — 4.5% ($2.53M)
100%in top 4
  • IEMG54.0%
  • VTI36.2%
  • BRK.A5.3%
  • CRBN4.5%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
IEMGiShares Core MSCI Emerging Markets ETF54.0%
VTIVanguard Total Stock Market ETF36.1%

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Source filings

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

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