Thomas Gilbert

University Of Maryland Foundation, Inc.

Assets Managed

$5.101M

Holdings

Last Quarter

2026 - Q1

Filed Date

2mo 22d ago

Growth Rate

-4.18%(2Q avg: -1.73%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in University Of Maryland Foundation, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2 positions.

Assets under management

The assets under management (AUM) of University Of Maryland Foundation, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.101M in assets, with a quarterly growth rate of -4.18% and a 2-quarter average growth rate of -1.73%. The portfolio is managed by Thomas Gilbert, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	56.33%	$2.873M 4 shares@ $718250.0 avg price
CRBN Ishares Msci Acwi Low Carbon Recent Activity	43.68%	$2.228M 10,000 shares@ $222.8 avg price

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