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University of Maryland Foundation, Inc.

CIK:0001624050
Endowment
$2B AUM
3 holdings
Adelphi, MD, US
Founded:1980
22 employees
Latest filing:Jun 30, 2025

The University of Maryland Foundation, Inc. (also known as University System of Maryland Foundation Inc) is a nonprofit, charitable foundation headquartered in Adelphi, Maryland. Founded over 40 years ago, it serves as the philanthropic and investment management arm for the University System of Maryland, supporting more than 20 institutional clients and directly benefiting over 200,000 students, faculty, and staff. The foundation manages endowment assets, accepts and prudently manages gifts and donations, and distributes funds for student aid, faculty support, and other university-related needs. It operates as an endowment and gift management organization supporting the mission and priorities of Maryland's public higher education institutions.

Investment Strategy

The Foundation invests its endowment across a professionally managed, diversified portfolio covering a range of asset classes to manage risk and optimize returns. Strategies include allocation to public equities, fixed income, alternative investments, and private capital. The investment approach emphasizes prudent risk management, capital preservation, and maximizing long-term growth while supporting liquidity needs for ongoing university initiatives. The Foundation's philosophy is to provide sustainable, reliable funding for its beneficiaries through broad diversification and engagement with leading investment managers, adjusting strategy as market dynamics and institutional needs evolve.

Top Buys
V
VPLVANGUARD INTL EQUITY INDEX FHS
-$4.5M
B
BRK-ABERKSHIRE HATHAWAY INC DEL
-$279.0K
C
CRBNISHARES TR
+$206.0K
Top Sells
V
VTIVANGUARD INDEX FDS
-$53.4M
I
ITOTISHARES CORE
-$39.5M
V
VBRVANGUARD INDEX FDS
-$38.8M
V
VPLVANGUARD INTL EQUITY INDEX FHS
-$4.5M
I
IEMGI SHARES INC
-$3.5M

Top Holdings

V
VPLVANGUARD INTL EQUITY INDEX FHS
+69.6%$11.5M
B
BRK-ABERKSHIRE HATHAWAY INC DEL
+17.6%$2.9M
C
CRBNISHARES TR
+12.8%$2.1M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VPL
VANGUARD INTL EQUITY INDEX FHS69.61%$11.5M140,307$71.52$82.18-$4.5M
B
BRK-A
BERKSHIRE HATHAWAY INC DEL17.60%$2.9M4$339590.00$728800.00-$279.0K
C
CRBN
ISHARES TR12.79%$2.1M10,000$129.41$211.82+$206.0K

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+17.6%