Key facts
- Annie E. Casey Foundation, Inc. reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q3 2025.
- Latest reported holdings value: $35,169,137.
13F Filings History of Annie E. Casey Foundation, Inc.
- Latest 13F report
- Q3 2025 - 06 Nov 2025
- Value $
- $35,169,137
- Signature - Title
- Alexander Perry - Vice President and Chief Investment Officer
- Location
- Baltimore, MD
- Summary
- This page shows a list of all the recent 13F filings made by Annie E. Casey Foundation, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Annie E. Casey Foundation, Inc. reported 1 stock holding with total value $35,169,137 as of Q3 2025.
Follow Filing Activity
Follow Annie E. Casey Foundation, Inc. and return when a new 13F portfolio filing changes the record on this page.
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Holdings Value
Change
- Most recent filing was accepted on 06 Nov 2025, 11:06.
- Reported value moved from $42,499,374 to $35,169,137.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1 | $35,169,137 | $0 | $0 | $0 | UPS | 13F-HR | 06 Nov 2025, 11:06 |
| Q2 2025 | 1 | $42,499,374 | $0 | -$27,750,026 | -$27,750,026 | UPS | 13F-HR | 14 Aug 2025, 14:23 |
| Q1 2025 | 5 | $74,059,776 | +$15,698,395 | -$2,531,459 | +$13,166,936 | UPS, IVV, VOO, IEFA, IEMG | 13F-HR | 14 May 2025, 09:43 |
| Q4 2024 | 3 | $68,250,108 | $0 | $0 | $0 | UPS, IVV, EMXC | 13F-HR | 11 Feb 2025, 13:04 |