Annie E. Casey Foundation, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Annie E. Casey Foundation, Inc. reported 3 stock positions worth $68.3 million. Its top holding was United Parcel Service Class B (UPS) at 77.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 18.5%) and iShares MSCI Emr MRK Ex Chna (EMXC, 3.7%).

Most Recent 13F
Q3 2025
Location
Baltimore, MD
CIK
0001832467
Portfolio Value
$68.3M (Q4 2024)
SEC Filing
0001104659-25-011358 ↗ filed Feb 11, 2025

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q4 2024: $68.3M $68.3M Q4 2024 Q1 2025: $74.1M Q1 2025 Q2 2025: $42.5M Q2 2025 Q3 2025: $35.2M Q3 2025

Holdings 3 stocks · $68.3M
UPS United Parcel Service Class B 77.79% 421,036 $53.1M —
IVV iShares Core S&P 500 ETF 18.50% 21,448 $12.6M —
EMXC iShares MSCI Emr MRK Ex Chna 3.71% 45,653 $2.5M —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 1$35.2MUPS
Q2 2025 1$42.5MUPS
Q1 2025 5$74.1MUPS, IVV, VOO, IEFA, IEMG
Q4 2024 3$68.3MUPS, IVV, EMXC