Annie E. Casey Foundation, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $74.1 Billion distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $46.3B, Ishares Core S&P 500 ETF with a value of $18.4B, Vanguard Index Fds S&P 500 ETF with a value of $5.92B, Ishares Tr with a value of $2.35B, and Ishares Inc with a value of $1.07B.

Examining the 13F form we can see an increase of $5.81B in the current position value, from $68.3B to 74.1B.

Annie E. Casey Foundation, Inc. is based out at Baltimore, MD

Below you can find more details about Annie E. Casey Foundation, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $74.1 Billion
Industrials: $46.3 Billion
ETFs: $27.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $74.1 Billion
  • Prior Value $68.3 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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