Latest University of Massachusetts Foundation, Inc. Stock Portfolio

About University of Massachusetts Foundation, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, University of Massachusetts Foundation, Inc. reported an equity portfolio of $198.6 Millions as of 30 Jun, 2025.

The top stock holdings of University of Massachusetts Foundation, Inc. are VB, IJR, EMGF. The fund has invested 37.1% of it's portfolio in VANGUARD INDEX FDS and 26.6% of portfolio in ISHARES TR.

The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR).

University of Massachusetts Foundation, Inc. Annual Return Estimates Vs S&P 500

New Buys

No new stocks were added by University of Massachusetts Foundation, Inc.

Additions

Ticker	% Inc.
ishares tr	2.43

Additions to existing portfolio by University of Massachusetts Foundation, Inc.

Reductions

None of the existing positions were reduced by University of Massachusetts Foundation, Inc.

Sold off

None of the stocks were completely sold off by University of Massachusetts Foundation, Inc.

Sector Distribution

Sector	%
Others	100

Market Cap. Distribution

Category	%
UNALLOCATED	100

Stocks belong to which Index?

Index	%
Others	100

Top 5 Winners (%)		%
IJR	ishares tr	10.4 %

Top 5 Winners ($)		$
IJR	ishares tr	5.0 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

University of Massachusetts Foundation, Inc. Holdings Map

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

Current Stock Holdings of University of Massachusetts Foundation, Inc.

Last Reported on: 12 Aug, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
EMGF	ishares inc	21.19	700,928	42,076,700	unchanged	0.00

IBCE	ishares tr	15.11	359,506	30,011,600	unchanged	0.00

IJR	ishares tr	26.55	84,914	52,723,100	added	2.43

VB	vanguard index fds	37.15	242,779	73,787,800	unchanged	0.00