Latest imported 13F data
โณ
Showing Q2 2025 data
HedgeTrack has imported Q4 2025 data overall, but University of Massachusetts Foundation, Inc.'s latest available filing here is Q2 2025.

University of Massachusetts Foundation, Inc.

โ€ขCIK: 1802874โ€ขFiling: Q2 2025

**University of Massachusetts Foundation, Inc.** manages $199M across a concentrated portfolio of four holdings. The strategy demonstrates a significant allocation to broad market indices, notably VTI at $73.8M and IVV at $52.7M. Further diversification is evident through substantial positions in international equities, with IEMG comprising $42.1M and IEFA holding $30.0M. This structure suggests a core mandate focused on capturing global market beta exposure.

Total AUM
$198.6M
QoQ Performance
+11.4%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q2 2025

Top Holdings Allocation

VTI
IVV
IEMG
IEFA
VTI37.2%
IVV26.5%
IEMG21.2%
IEFA15.1%

๐Ÿ“ˆ Biggest Buys

IVV
ISHARES TR
+2.4%
26.5% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other73.5%
ETF26.5%

Changes from Q1 2025

โ†‘1 increased

Historical Filings

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022