UO
University of Maryland Foundation, Inc.
Concentrated strategyQuality / disciplined sizingLong-term holder
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%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 4.28
- Momentum/Contrarian
- 50
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 98.21
Recent moves
Trim BRK-A
0.0% -$146.0K
Add CRBN
0.0% -$77.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | 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% | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| 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 | — |
Holding changes this quarter
| # | 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 |
FAQ
What is University of Maryland Foundation, Inc. and what type of investor is it?
University of Maryland Foundation, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $5.1M, spread across 2 disclosed positions.
What are University of Maryland Foundation, Inc.'s largest equity positions?
Based on the latest 13F filing, University of Maryland Foundation, Inc.'s top holdings by market value are:
1. Berkshire Hathaway Inc-cl A (BRK-A) — $2.9M (56.3%)
2. Ish Low Car Opt Ms Ac Etf-us (CRBN) — $2.2M (43.7%)
What changes did University of Maryland Foundation, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for University of Maryland Foundation, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does University of Maryland Foundation, Inc. focus on?
Sector breakdown data is not yet available for University of Maryland Foundation, Inc.. Check back after the next 13F processing cycle.