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ROBERT B. DAUGHERTY CHARITABLE FOUNDATION 13F portfolio summary

ROBERT B. DAUGHERTY CHARITABLE FOUNDATION of ROBERT B. DAUGHERTY CHARITABLE FOUNDATION has 1 current stock holdings with a reported portfolio value of $115.7M. The portfolio 1 year return is +15.05%. Top holdings include VMI (100.00%).

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ROBERT B. DAUGHERTY CHARITABLE FOUNDATION 13F Portfolio

ROBERT B. DAUGHERTY CHARITABLE FOUNDATION
Latest SEC 13F filing: 2026-09-30

ROBERT B. DAUGHERTY CHARITABLE FOUNDATION runs ROBERT B. DAUGHERTY CHARITABLE FOUNDATION and currently holds 1 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $115.75M. Their top holdings are VMI. The top five represent 100.0% of reported portfolio weight. ROBERT B. DAUGHERTY CHARITABLE FOUNDATION ranks #977 out of 1000 investors tracked by Alpha Score. Their current best-performing preview position is VMI with returns of -19.84%.

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Top 5 Holdings
VMI100.0%
Top 5: 100.0%
Portfolio Returns
1 Year
+15.05%
#852/1000
3 Year
+15.05%
#967/1000
5 Year
+15.05%
#961/1000

Portfolio Value

$115.75M

Alpha Score

11.6

#977 of 1000

Holdings

1

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ROBERT B. DAUGHERTY CHARITABLE FOUNDATION Current 13F Holdings

Reported holdings from ROBERT B. DAUGHERTY CHARITABLE FOUNDATION's latest SEC 13F filing, ranked by portfolio weight.

1 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VMI
Valmont Industries, Inc.
100.00%$402.32$467.74+16.26%
Held