Annie E. Casey Foundation, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Annie E. Casey Foundation, Inc. reported 5 stock positions worth $74.1 million. Its top holding was United Parcel Service Class B (UPS) at 62.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 24.9%) and Vanguard S&P 500 ETF (VOO, 8.0%). Compared with Q4 2024, it opened 3 new positions, sold out of 1 and added to 1. The biggest buy was a new position in Vanguard S&P 500 ETF (VOO) and the biggest sale an exit from iShares MSCI Emr MRK Ex Chna (EMXC).
- Most Recent 13F
- Q3 2025
- Location
- Baltimore, MD
- CIK
- 0001832467
- Portfolio Value
- $74.1M (Q1 2025)
- SEC Filing
- 0001104659-25-048256 ↗ filed May 14, 2025
Holdings Value
Holdings 5 stocks · $74.1M
Portfolio Sells Q4 2024 → Q1 2025
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −3.71 |