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CIK: 0001515721
Total reported value
$144.4M
$144.4M
1 檔
69.2%
In Q1 2026, Robert B. Daugherty Foundation's U.S. equity holdings reached a combined market value of $144.4M, distributed across 1 disclosed stock positions.
During Q1 2026, Robert B. Daugherty Foundation's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VMI | Valmont Industries | Stock-Industrials | 100.00% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VMI | Valmont Industries | — | — | Unchanged |
According to official SEC Form 13F filings, Robert B. Daugherty Foundation reported a total U.S. public equity portfolio value of $144.4M across 1 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VMI) accounted for 69.2% of total reported equity market value during Q1 2026.
During Q1 2026, Robert B. Daugherty Foundation's top holdings by market value included VMI (100.0%). The largest single position, VMI, represented 100.0% of total portfolio value.
In Q1 2026, Robert B. Daugherty Foundation made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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