Bruce & Co., Inc. Top Holdings and 13F Report (2026) About Bruce & Co., Inc.Investment ActivityBruce & Co., Inc. has $349.66 million in total holdings as of March 31, 2026.Bruce & Co., Inc. owns shares of 41 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.34% of the portfolio was purchased this quarter.About 2.24% of the portfolio was sold this quarter.This quarter, Bruce & Co., Inc. has purchased 39 new stocks and bought additional shares in 2 stocks.Bruce & Co., Inc. sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Nextera Energy $27,891,864AbbVie $26,642,525Allstate $25,644,670Aercap $25,172,530Merck $23,191,912 Largest New Holdings this Quarter 08659B102 - Beta Bionics $5,518,014 Holding037598109 - Apogee Enterprises $1,677,000 Holding Largest Purchases this Quarter Beta Bionics 550,700 shares (about $5.52M)Apogee Enterprises 50,000 shares (about $1.68M)Supernus Pharmaceuticals 17,895 shares (about $924.99K)Fate Therapeutics 60,000 shares (about $72.00K) Largest Sales this Quarter Vicor 25,000 shares (about $4.03M)Duke Energy 10,000 shares (about $1.31M)Nextera Energy 10,000 shares (about $928.80K)Xcel Energy 10,000 shares (about $794.40K)Kodiak Sciences 20,000 shares (about $762.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBruce & Co., Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNextera Energy$27,891,864$928,800 â–¼-3.2%300,3008.0%CommonABBVAbbVie$26,642,5250.0%122,5007.6%MedicalALLAllstate$25,644,6700.0%125,5007.3%FinanceAERAercap$25,172,5300.0%183,5007.2%TransportationMerck$23,191,9120.0%192,8006.6%CommonUhaul B$20,190,8400.0%452,0005.8%CommonDUKDuke Energy$19,093,147$1,309,400 â–¼-6.4%145,8165.5%UtilitiesTAT&T$15,161,7700.0%523,0004.3%Computer and TechnologyXELXcel Energy$14,656,680$794,400 â–¼-5.1%184,5004.2%UtilitiesCMSCMS Energy$12,102,4800.0%156,0003.5%UtilitiesABTAbbott Laboratories$11,683,8460.0%113,8003.3%MedicalInsteel$11,642,4470.0%343,4233.3%CommonNEMNewmont$10,825,0000.0%100,0003.1%Basic MaterialsVICRVicor$10,465,000$4,025,000 â–¼-27.8%65,0003.0%Computer and TechnologyAAPLApple$9,872,4310.0%38,9002.8%Computer and TechnologyBunge$8,904,0000.0%70,0002.5%CommonAVAAvista$8,088,2100.0%201,5002.3%UtilitiesPFEPfizer$7,634,9520.0%271,9002.2%MedicalADMArcher Daniels Midland$7,269,0000.0%100,0002.1%Consumer StaplesDARDarling Ingredients$6,556,1000.0%106,0001.9%Consumer StaplesKODKodiak Sciences$5,527,400$762,400 â–¼-12.1%145,0001.6%MedicalBeta Bionics$5,518,014$5,518,014 â–²New Holding550,7001.6%CommonCCChemours$5,507,5000.0%250,0001.6%Basic MaterialsSUPNSupernus Pharmaceuticals$5,169,000$924,993 â–²21.8%100,0001.5%MedicalLYBLyondellBasell Industries$4,833,6000.0%60,0001.4%Basic MaterialsUhaul$3,530,9420.0%73,9001.0%CommonRLIRLI$2,327,2320.0%40,8000.7%FinanceLLYEli Lilly and Company$1,839,5400.0%2,0000.5%MedicalAPOGApogee Enterprises$1,677,000$1,677,000 â–²New Holding50,0000.5%IndustrialsEDAPEdap Tms$1,631,7850.0%438,6520.5%MedicalVenture Global$1,576,0000.0%100,0000.5%CommonPSNLPersonalis$1,484,2100.0%233,0000.4%MedicalSIRISirius XM$1,287,4950.0%55,7840.4%Consumer DiscretionaryFATEFate Therapeutics$947,026$72,000 â–²8.2%789,1880.3%MedicalAshland$834,1500.0%15,0000.2%CommonVTRSViatris$787,3490.0%58,2790.2%MedicalBausch Health$669,6000.0%124,0000.2%CommonMNKDMannKind$477,9290.0%195,0730.1%MedicalCRBUCaribou Biosciences$475,0000.0%250,0000.1%MedicalWECWEC Energy Group$456,7130.0%3,9450.1%UtilitiesMASS908 Devices$417,9100.0%68,2860.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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