2026 Q2 Portfolio Activity
In 2026 Q2, University of Maryland Foundation, Inc. maintained a portfolio of 4 distinct positions. The most significant new addition was iShares Core MSCI Emerging Mar, now representing 53.99% of the total fund value.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
IEMG (54.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
University of Maryland Foundation, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IEMG
iShares Core MS...
|
ETF | 53.99% | — |
#1
Prev: #—
|
9.5 |
—
|
365,458 | — |
NEW
|
365,458 | $30,275 |
$65.40
+19.4%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | ||
|
VTI
Vanguard Total ...
|
ETF | 36.15% | — |
#2
Prev: #—
|
9.0 |
—
|
54,783 | — |
NEW
|
54,783 | $20,272 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 5.34% | 56.32% |
#3
2
Prev: #1
|
4.1 |
—
|
no change | no change |
P
S
|
4 | $2,995 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CRBN
ISHARES TR
|
ETF | 4.51% | 43.68% |
#4
2
Prev: #2
|
3.3 |
—
|
no change | no change |
P
S
|
10,000 | $2,530 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-4 of 4 holdings