Robert B. Daugherty Foundation Portfolio Concentration: A Deep Dive

The Robert B. Daugherty Foundation's portfolio, as of September 30, 2026, presents a clear case of high concentration. According to the latest data, the entire portfolio, valued at $115,745,000, is invested in a single holding: Valmont Industries, Inc. (VMI).

Valmont Industries, Inc. (VMI) is the sole stock in this portfolio, representing 100% of its value. This indicates a significant level of focus on one company within the Industrials sector. The stock allocation remains unchanged from the previous period, with no change in shares held.

The foundation's sector allocation is equally straightforward. All $115,745,000, or 100%, is invested in the Industrials sector, specifically through its position in VMI. This single-stock holding means the portfolio's sector exposure is entirely dependent on the performance of this one company.

This level of concentration means the portfolio's value is entirely exposed to the risks associated with Valmont Industries, Inc. (VMI). Investors analyzing the Robert B. Daugherty Foundation should be aware that any adverse event affecting VMI could have a substantial impact on the entire portfolio. The portfolio's simplicity is evident, with only one holding and one sector represented.

Valmont Industries, Inc. (VMI) is a company operating within the Industrials space. For detailed information about VMI, you can visit its profile on InsiderSet. The Robert B. Daugherty Foundation's decision to concentrate its assets in this one stock is reflected in the data, showing no other positions or sectors.

In summary, the Robert B. Daugherty Foundation's portfolio is characterized by extreme concentration. As of September 30, 2026, it holds only one stock, Valmont Industries, Inc. (VMI), which accounts for 100% of its value and 100% of its Industrials sector allocation. This strategy limits diversification but also focuses all resources on the potential performance of this single company.