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University of Maryland Foundation, Inc.
University of Maryland Foundation, Inc. is an institution, managing $5.3M across 2 long positions as of Q3 2025 with 57% Financial Services concentration, with only 2 positions, and 57% allocation to BRK.A.
- Portfolio Value
- $5.3M
- Positions
- 2
- Top Holding
- BRK.A at 57.08%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in University of Maryland Foundation, Inc.'s portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $3.0M | 57.08% | — | 0.00% 4.0 shares | |
ETF ETF | $2.3M | 42.92% | — | — 10.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in University of Maryland Foundation, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold |
Analytics
Portfolio insights and performance metrics for University of Maryland Foundation, Inc.
GthenA