The University of Maryland Foundation, Inc. has submitted its latest holdings report, shedding light on its investment strategies and portfolio adjustments. This filing, dated November 4, 2026, is crucial as it provides insight into how the foundation allocates its resources and the types of securities it prioritizes.

Background

The University of Maryland Foundation, Inc. is a Maryland-based entity focused on managing and investing funds for the benefit of the University of Maryland. The foundation's primary goal is to support the university's mission through strategic investments. It operates under the Central Index Key (CIK) 0001624050 and is categorized as an "other" entity type.

What the Filing Says

The recent filing, designated as a 13F-HR, indicates that the foundation's holdings as of September 30, 2026, total approximately $70,370. The report includes details on five specific securities, showcasing a diverse investment strategy.

Impact

This filing may affect various stakeholders, including the university community, potential investors, and other foundations in the education sector. By revealing its investment allocations, the foundation may influence similar entities regarding how to manage their portfolios effectively.

What's Next

The filing does not say what happens next.

Portfolio Breakdown

The filing details five specific securities held by the University of Maryland Foundation, Inc., illustrating a diverse investment strategy. The largest position is in the iShares Core MSCI Emerging Markets ETF, valued at approximately $29,661, with 365,458 shares held. This indicates a significant commitment to emerging markets.

Following this, the foundation holds shares in the Vanguard Total Stock Market ETF valued at $20,502, with 54,783 shares. This investment suggests a strategy aimed at capturing overall market performance.

Additionally, the foundation has invested in Blue Owl Capital Corporation, holding 1,397,304 shares valued at $14,658. This position reflects an interest in the financial services sector.

Other notable investments include Berkshire Hathaway Inc. Class A shares, with a small holding of 4 shares valued at $2,988, and iShares TR MSCI Low Carbon Target ETF, with 10,000 shares valued at $2,561. These investments highlight a blend of both growth-oriented and value-oriented strategies.

Management and Oversight

The filing is signed by Thomas Gilbert, who serves as the Chief Financial Officer and Chief Operating Officer of the foundation. His contact information is provided, indicating a level of transparency and accessibility for stakeholders interested in the foundation's financial activities.

Conclusion

While the filing provides a comprehensive overview of the foundation's current holdings, it does not include specific details about the rationale behind these investment choices or any forward-looking statements regarding future investment strategies.