Institutional Manager · CIK 0001624050
University of Maryland Foundation, Inc.
ADELPHI, MD · File #028-19929
Latest AUM
$5,324
Positions
2
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | BERKSHIRE HATHAWAY INC DEL | BRK-A | 0 | $0 | +$2 |
| REDUCE | ISHARES TR | 46434V464 | 0 | $0 | +$36 |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $5,324
- 13F HOLDINGS REPORTQ/E Sep 20252 pos · $5,286
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $16,564
- 13F HOLDINGS REPORTQ/E Mar 20258 pos · $156,695
- 13F HOLDINGS REPORTQ/E Dec 20248 pos · $178,132
- 13F HOLDINGS REPORTQ/E Sep 20247 pos · $140,963
- 13F HOLDINGS REPORTQ/E Jun 20246 pos · $93,822
- 13F HOLDINGS REPORTQ/E Mar 20246 pos · $104,073
- 13F HOLDINGS REPORTQ/E Dec 20236 pos · $83,574
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $3,019 | 56.71% |
| 2 | ISHARES TR | 46434V464 | 10,000 | $2,305 | 43.29% |