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CIK: 0001624050
Total reported value
$56.1M
$56.1M
2 檔
9.4%
According to the latest 13F quarterly dataset, University of Maryland Foundation, Inc. managed an equity portfolio of $56.1M at the end of Q3 2025, spanning 2 distinct U.S. exchange-listed positions.
In Q3 2025, University of Maryland Foundation, Inc. adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 57.08% | -50.98% | — | |
| 2 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 42.92% | -39.17% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +55% | — | Unchanged |
| 2 | CRBN | Ish Low Car Opt Ms Ac Etf-us | +41.7% | — | Unchanged |
| 3 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | Sold out |
| 4 | ITOT | Ishares Core S&p Total U.s. | — | EXIT | Sold out |
| 5 | VBR | Vanguard Small-cap Value ETF | — | EXIT | Sold out |
| 6 | VPL | Vanguard Ftse Pacific ETF | — | EXIT | Sold out |
| 7 | IEMG | Ishares Core Msci Emerging | — | EXIT | Sold out |
| 8 | VT | Vanguard Tot World Stk ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, University of Maryland Foundation, Inc. reported a total U.S. public equity portfolio value of $56.1M across 2 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-A, CRBN) accounted for 9.4% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
VTI
前期市值: $53.4M
During Q3 2025, University of Maryland Foundation, Inc.'s top holdings by market value included BRK-A (57.1%)、CRBN (42.9%). The largest single position, BRK-A, represented 57.1% of total portfolio value.
In Q3 2025, University of Maryland Foundation, Inc. made 6 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 6 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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