Diana Davis Spencer Foundation

CIK 1633391 · View on SEC EDGAR ↗

Portfolio value
$55.2M
#8,678 of 9,443 by 13F value · top 91.9%
Positions
2
As of
June 30, 2026

Portfolio value QoQ: +40.5% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
2
Effective number of positions
1.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $10,522,727 · sells $0

Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 40.0% still held

New positions
0
Increased
2
Decreased
0
Closed
3
On this page

Sector breakdown

Other/Unmapped
100.0%

Full portfolio 2 positions

Type Streak 8Q trend
VOO $34,223,055 61.97% 49,829 $4,539,759 Up ×1
VIG $21,000,971 38.03% 88,754 $11,381,337 Up ×1

Top movers (QoQ)

Security Action Shares Δ Value Δ
VIG Bought more +44K +$11.4M
VOO Bought more +154 +$4.5M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
BND March 31, 2026 1,608,100 $119,111,967
BIV March 31, 2026 1,426,000 $111,056,880 No longer tracked
VCLT March 31, 2026 461,000 $34,966,850