RBDF
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Robert B. Daugherty Foundation’s Valmont Industries VMI Stock Holding History

Robert B. Daugherty Foundation’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$116M Hold
250,000
– – 100% 1
2026
Q2 		$144M Hold
250,000
– – 100% 1
2026
Q1 		$100M Hold
250,000
– – 100% 1
2025
Q4 		$101M Buy
+250,000
New +$102M 100% 1

Other funds holding VMI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Robert B. Daugherty Foundation's VMI Position: Q3 2026 in Review

Robert B. Daugherty Foundation held its Valmont Industries (VMI) position steady in Q3 2026 at 250,000 shares worth $116M. The position accounts for 100% of the portfolio, ranked #1.

Robert B. Daugherty Foundation first reported a position in VMI in Q4 2025 and has held it in 4 quarters since. The position peaked at $144M in Q2 2026. 19 funds tracked by Wall St. Rank hold VMI as of Q3 2026.

  • Robert B. Daugherty Foundation held 250,000 shares of Valmont Industries worth $116M as of Q3 2026.
  • Robert B. Daugherty Foundation left its Valmont Industries share count unchanged in Q3 2026.
  • Valmont Industries made up 100% of Robert B. Daugherty Foundation's portfolio in Q3 2026, its #1 holding.
  • Robert B. Daugherty Foundation first reported a position in Valmont Industries in Q4 2025 and has held it in 4 quarters since.
  • Robert B. Daugherty Foundation's Valmont Industries position peaked at $144M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2026.

Based on Robert B. Daugherty Foundation's 13F filing for Q3 2026, filed 2 Oct 2026.