Latest DAN L DUNCAN FOUNDATION Stock Portfolio
About DAN L DUNCAN FOUNDATION and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, DAN L DUNCAN FOUNDATION reported an equity portfolio of $70.6 Millions as of 30 Sep, 2024.
The top stock holdings of DAN L DUNCAN FOUNDATION are IBCE, VIG. The fund has invested 74.2% of it's portfolio in ISHARES TR and 25.8% of portfolio in VANGUARD SPECIALIZED FUNDS.
The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SPECIALIZED FUNDS (VIG).
The top stock holdings of DAN L DUNCAN FOUNDATION are IBCE, VIG. The fund has invested 74.2% of it's portfolio in ISHARES TR and 25.8% of portfolio in VANGUARD SPECIALIZED FUNDS.
The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SPECIALIZED FUNDS (VIG).
DAN L DUNCAN FOUNDATION Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| vanguard specialized funds | 0.49 |
Additions to existing portfolio by DAN L DUNCAN FOUNDATION
Reductions
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| 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| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IBCE | ishares tr | 74.20 | 671,206 | 52,387,600 | unchanged | 0.00 | ||
| VIG | vanguard specialized funds | 25.80 | 91,966 | 18,214,800 | added | 0.49 | ||