— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Diana Davis Spencer Foundation

Q3 2025 · Filed 2025-11-14
Market Value
$297M
+1.8%
Holdings
4
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 10.24% 9.67% +0.57% $30M
VCLT 12.05% 11.99% +0.06% $36M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BND 40.24% 40.56% -0.32% $120M
BIV 37.47% 37.78% -0.31% $111M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $150M 50.5%
Large Cap 1 $111M 37.5%
Mid Cap 1 $36M 12.0%

Portfolio Analytics

Avg Market Cap
$515.2B
Median Market Cap
$221.4B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.24
# Stocks
0
# ETFs / Funds
4

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BND 40.24% 1,608,100 $120M $74.37 $1M
2 BIV 37.47% 1,426,000 $111M $78.09 $1M
3 VCLT 12.05% 461,000 $36M $77.65 $807K
4 VOO 10.24% 49,675 $30M $612.38 $2M
View SEC EDGAR Filings for Diana Davis Spencer Foundation →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms