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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

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 43.65%
74.59%
$1.222B
1.871M shares@ $653.22 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Increased 0.21%
11.95%
$195.658M
527,834 shares@ $370.69 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
New Position
8.13%
$133.169M
1.471M shares@ $90.53 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
New Position
4.73%
$77.382M
1.109M shares@ $69.76 avg price
PR
Permian Resources Corp
Recent Activity
Decreased -25%
0.63%
$10.294M
482,830 shares@ $21.33 avg price

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