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Latest University of Massachusetts Foundation, Inc. Stock Portfolio

$198Million | No. of Holdings #4

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

On 2025-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, University of Massachusetts Foundation, Inc. reported an equity portfolio of $198.6 Millions as of 30 Jun, 2025. <br><br> 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. <br><br> The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR).
University of Massachusetts Foundation, Inc. Equity Portfolio Value
Last Reported on: 12 Aug, 2025
$198Million
  as of Aug 12, 2025

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

  • Performance

New Buys

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

Additions

Ticker% Inc.
ishares tr2.43
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

  • Others
Sector%
Others100

Market Cap. Distribution

  • UNALLOCATED
Category%
UNALLOCATED100

Stocks belong to which Index?

  • Others
Index%
Others100
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.

$198.60MTotal Value
4.00Positions
12 Aug, 2025Last Reported
Current holdings of Current Stock Holdings of University of Massachusetts Foundation, Inc., last reported on 12 Aug, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
EMGF
Ishares Inc

Ishares Inc

EMGF
University of Massachusetts Foundation, Inc.'s holding in Ishares Inc over time
21.19%700,928
$42.08M
21.19%
unchanged 0 percentunchanged
IBCE
Ishares Tr

Ishares Tr

IBCE
University of Massachusetts Foundation, Inc.'s holding in Ishares Tr over time
15.11%359,506
$30.01M
15.11%
unchanged 0 percentunchanged
IJR
Ishares Tr

Ishares Tr

IJR
University of Massachusetts Foundation, Inc.'s holding in Ishares Tr over time
26.55%84,914
$52.72M
26.55%
increased 2.43 percentadded
VB
Vanguard Index Fds

Vanguard Index Fds

VB
University of Massachusetts Foundation, Inc.'s holding in Vanguard Index Fds over time
37.15%242,779
$73.79M
37.15%
unchanged 0 percentunchanged