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UOMF

University of Maryland Foundation Portfolio holdings

AUM $5.1M
1-Year Est. Return 10.69%
This Fund
S&P 500
This Quarter Est. Return
+0.74%
1 Year Est. Return
+10.69%
3 Year Est. Return
+38.12%
5 Year Est. Return
+35.94%
10 Year Est. Return
–
AUM
$5.32M
AUM Growth
+$38K
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 56.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.12T
$3.02M 56.71%
4
– –
CRBN icon
2
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$2.31M 43.29%
10,000
– –

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University of Maryland Foundation's Q4 2025 Portfolio in Review

As of Q4 2025, University of Maryland Foundation held 2 positions worth $5.32M, up 0.72% from $5.29M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 0%. University of Maryland Foundation opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 57% of assets, down from 57% a quarter earlier.

  • University of Maryland Foundation's ten largest holdings make up 100% of its $5.32M portfolio in Q4 2025.
  • University of Maryland Foundation opened 0 new positions and closed 0 in Q4 2025.
  • University of Maryland Foundation's portfolio value rose 0.72% quarter-over-quarter to $5.32M.

Based on University of Maryland Foundation's 13F filing for Q4 2025, filed 29 Jan 2026.