CIK: 0001624050
Total reported value
$5.1M
Reporting period: 2026-03-31 · Number of holdings: 2
University of Maryland Foundation, Inc. disclosed 2 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $5.1M and a quarterly turnover rate of 4.3%.
Browse other institutions with under $100M AUMBrowse other institutions starting with "U"
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim BRK-A
0.0% -$146.0K
Add CRBN
0.0% -$77.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 56.32% | -0.39% | — | |
| 2 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 43.68% | +0.39% | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
+6.2%
Based on 3 months of available history
Based on 44% of reported portfolio value with available pricing
Not enough sector-mapped data yet
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 2 | $5.1M | 4 | |
| 2025-12-31 | 2 | $5.3M | 1 | |
| 2025-09-30 | 2 | $5.3M | 100 | |
| 2025-06-30 | 3 | $16.6M | 0 | |
| 2025-03-31 | 8 | $156.7M | 100 | |
| 2024-12-31 | 8 | $178.1M | 0 | |
| 2024-09-30 | 7 | $141.0M | 0 | |
| 2024-06-30 | 6 | $93.8M | 0 | |
| 2024-03-31 | 6 | $104.1M | 0 | |
| 2023-12-31 | 6 | $96.4M | 0 | |
| 2023-09-30 | 6 | $83.6M | 0 | |
| 2023-06-30 | 6 | $97.5M | 0 | |
| 2023-03-31 | 6 | $91.7M | 0 | |
| 2022-12-31 | 6 | $87.9M | 0 | |
| 2022-09-30 | 6 | $101.1M | 0 | |
| 2022-06-30 | 7 | $120.9M | 0 | |
| 2022-03-31 | 6 | $83.0M | 0 | |
| 2021-12-31 | 5 | $56.7M | 0 | |
| 2021-09-30 | 5 | $51.2M | 0 | |
| 2021-06-30 | 5 | $79.1M | 100 | |
| 2021-03-31 | 5 | $71.5M | 8 | |
| 2020-12-31 | 5 | $72.2M | 30 | |
| 2020-09-30 | 5 | $67.9M | 20 | |
| 2020-06-30 | 5 | $68.9M | 80 | |
| 2020-03-31 | 7 | $103.3M | 56 | |
| 2019-12-31 | 8 | $136.1M | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRBN | Ish Low Car Opt Ms Ac Etf-us | +0.4% | — | Unchanged |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-29 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-04 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-31 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-01 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-05 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-05 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-06 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-25 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-31 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-31 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-28 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-05 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-06 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-02 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-01 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-03 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-28 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-03 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-09 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-06 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-05 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-04 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-06 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-06 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001730910
Total reported value
$5.1M
1 stks
2017-12-31
Stale — no recent filing
AUM within 0.3% of this institution
CIK 0000908758
Total reported value
$5.1M
1 stks
2026-03-31
AUM within 0.4% of this institution
CIK 0001317575
Total reported value
$5.0M
15 stks
2013-09-30
Stale — no recent filing
AUM within 1.2% of this institution
Institutions with overlapping top holdings
CIK 0000035442
Total reported value
$8.5B
1,564 stks
2026-03-31
1 of the top 5 holdings overlap, including Berkshire Hathaway Inc-cl A
CIK 0000040417
Total reported value
$1.5B
69 stks
2026-03-31
1 of the top 5 holdings overlap, including Berkshire Hathaway Inc-cl A
CIK 0000104889
Total reported value
$966.7M
6 stks
2026-03-31
1 of the top 5 holdings overlap, including Berkshire Hathaway Inc-cl A