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Roberts Foundation Top Holdings and 13F Report (2025)

About Roberts Foundation

Investment Activity

  • Roberts Foundation has $34.89 million in total holdings as of June 30, 2025.
  • Roberts Foundation owns shares of 2 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 3.47% of the portfolio was purchased this quarter.
  • About 340.54% of the portfolio was sold this quarter.
  • This quarter, Roberts Foundation has purchased 2 new stocks and bought additional shares in 0 stocks.
  • Roberts Foundation sold shares of 1 stock and completely divested from 1 stock this quarter.

Largest Holdings

Procter & Gamble
$33,677,062
BRIGHTSPRING HEALTH SVCS INC
$1,211,677

Largest New Holdings this Quarter

10950A106 - BRIGHTSPRING HEALTH SVCS INC
$1,211,677 Holding

Largest Purchases this Quarter

BRIGHTSPRING HEALTH SVCS INC
51,364 shares (about $1.21M)

Largest Sales this Quarter

Procter & Gamble
20,092 shares (about $3.20M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRoberts Foundation

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$33,677,062$3,201,057 ▼-8.7%211,38096.5%Consumer Staples
BRIGHTSPRING HEALTH SVCS INC
$1,211,677$1,211,677 ▲New Holding51,3643.5%COM
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$0$115,610,000 ▼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data