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Latest DAN L DUNCAN FOUNDATION Stock Portfolio

$70.60Million– No. of Holdings #2

About DAN L DUNCAN FOUNDATION and 13F Hedge Fund Stock Holdings

On 2024-11-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, DAN L DUNCAN FOUNDATION reported an equity portfolio of $70.6 Millions as of 30 Sep, 2024.

The top stock holdings of DAN L DUNCAN FOUNDATION are IBCE, VIG. The fund has invested 74.2% of it's portfolio in ISHARES TR and 25.8% of portfolio in VANGUARD SPECIALIZED FUNDS.

The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SPECIALIZED FUNDS (VIG).
DAN L DUNCAN FOUNDATION Equity Portfolio Value
Last Reported on: 14 Nov, 2024

DAN L DUNCAN FOUNDATION Annual Return Estimates Vs S&P 500

  • Performance

New Buys

No new stocks were added by DAN L DUNCAN FOUNDATION

Additions

Ticker% Inc.
vanguard specialized funds0.49
Additions to existing portfolio by DAN L DUNCAN FOUNDATION

Reductions

None of the existing positions were reduced by DAN L DUNCAN FOUNDATION

Sold off

None of the stocks were completely sold off by DAN L DUNCAN FOUNDATION

Sector Distribution

  • Others
Sector%
Others100

Market Cap. Distribution

  • UNALLOCATED
Category%
UNALLOCATED100

Stocks belong to which Index?

  • Others
Index%
Others100
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

DAN L DUNCAN FOUNDATION Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of DAN L DUNCAN FOUNDATION

Last Reported on: 14 Nov, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions