☆Robert B. Daugherty Foundation
Quality Q
0.886
AUM ($M)
144
Positions
1
Turnover
0.00
Top-10 wt
100%
Herfindahl
1.000
History (qtrs)
3
Excess Return
not eligible
AI Eval Run AI Eval
Holdings · 1 positions · portfolio value $144M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆CUSIP:920253101 funds › | Valmont Industries, Inc. | HOLD | — | 100.0% | +0.0% | 144.4 | 250,000 | +0 | 2 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 144 | 1 | 0.00 | 100% | 1.000 | 0.886 | — | in |
| 2026Q1 | 100 | 1 | 0.00 | 100% | 1.000 | 0.858 | — | entered |
| 2025Q4 | 101 | 1 | 0.00 | 100% | 1.000 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status