Tim Burch
Unc Management Company, Inc.
Assets Managed
$1.639B
Holdings
5
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
48.26%(2Q avg: 36.29%)
Sustained Growth
3 quarters
Portfolio positions
This chart displays the top 10 holdings in Unc Management Company, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5 positions.
Assets under management
The assets under management (AUM) of Unc Management Company, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.639B in assets, with a quarterly growth rate of 48.26% and a 2-quarter average growth rate of 36.29%. The portfolio is managed by Tim Burch, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IVV Ishares Core S&p 500 Etf
| 74.59% | $1.222B 1.871M shares@ $653.22 avg price | Increased 43.65% |
IWV Ishares Russell 3000 Etf
| 11.95% | $195.658M 527,834 shares@ $370.69 avg price | Increased 0.21% |
IEFA Ishares Core Msci Eafe Etf
| 8.13% | $133.169M 1.471M shares@ $90.53 avg price | New Position |
IEMG Ishares Core Msci Emerging
| 4.73% | $77.382M 1.109M shares@ $69.76 avg price | New Position |
PR Permian Resources Corp
| 0.63% | $10.294M 482,830 shares@ $21.33 avg price | Decreased -25% |
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