Robert B. Daugherty Foundation portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · in Form 13F holdings
See latest portfolio changes
$115.75M
Full value: $115,745,000 · USD · 30 Sep 2026Quarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 1 | $115,745,000 | $0 | $0 | $0 | VMI | 13F-HR | 02 Oct 2026, 15:14 |
| Q2 2026 | 1 | $144,400,000 | $0 | $0 | $0 | VMI | 13F-HR | 02 Jul 2026, 09:48 |
| Q1 2026 | 1 | $99,982,500 | $0 | $0 | $0 | VMI | 13F-HR | 01 Apr 2026, 16:00 |
| Q4 2025 | 1 | $100,580,000 | $0 | $0 | $0 | VMI | 13F-HR | 22 Jan 2026, 13:51 |
Showing 1-4 of 4 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 02 Oct 2026
- Latest reported 13F value
- $115,745,000
- Largest 13F holdings
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VMI
- Form 13F summary
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- Robert B. Daugherty Foundation Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Robert B. Daugherty Foundation reported 1 equity holding with a total reported market value of $115,745,000 for Q3 2026.
- Manager signature
- Kim Yungtum - Executive Director
- Manager location
- Omaha, NE
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value