Fund HoldingsBruce & Co., Inc.

Total Portfolio Value
$369.50M
Total Bought
$10.24M
Total Sold
$33.71M
Net Transaction
-$23.46M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Vicor(VICR)65,00048,000-17,00010,46518,2294.93%+7,764
Beta Bionics550,700665,700+115,0005,51810,4322.82%+4,914
Uhaul B452,000417,000-35,00020,19124,0616.51%+3,870
Abbvie(ABBV)122,500121,000-1,50026,64330,4488.24%+3,806
Allstate(ALL)125,500122,500-3,00025,64529,1487.89%+3,503
Supernus(SUPN)100,000150,000+50,0005,1696,9771.89%+1,808
AerCap Holdings(AER)183,500185,000+1,50025,17326,9697.30%+1,797
Fate Theraputics789,188989,188+200,0009472,6710.72%+1,724
Personalis(PSNL)233,000233,00001,4843,1220.84%+1,638
Merck(MRK)192,800190,800-2,00023,19224,5186.64%+1,326
Uhaul73,90072,600-1,3003,5314,7511.29%+1,220
Apple(AAPL)38,90036,900-2,0009,87210,6772.89%+805
FocalTherics438,652438,65201,6322,2720.61%+640
Apogee50,00050,00001,6772,2870.62%+610
Eli Lilly(LLY)2,0002,00001,8402,3990.65%+559
Archer Daniels100,000100,00007,2697,6402.07%+371
XM Sirius(SIRI)55,78455,78401,2871,6480.45%+360
Mannkind(MNKD)195,073195,07304788310.22%+353
908 Devices68,28668,28604185940.16%+176
Ashland15,00015,00008349880.27%+154
Viatris(VTRS)58,27957,696-5837879160.25%+129
Kodiak Sciences(KOD)145,000145,00005,5275,6491.53%+122
Avista(AVA)201,500200,000-1,5008,0888,1822.21%+94
RLI(RLI)40,80040,000-8002,3272,3630.64%+36
WEC Energy(WEC)3,9453,94504574610.12%+4
XCEL Energy(XEL)184,500182,500-2,00014,65714,6553.97%-2
Caribou Biosciences250,000250,00004754400.12%-35
Bausch Health124,000124,00006706110.17%-58
Chemours(CC)250,000250,00005,5085,1301.39%-377
CMS Energy(CMS)156,000153,000-3,00012,10211,7053.17%-398
Venture Global(VG)100,000100,00001,5761,1130.30%-463
Duke Energy(DUK)145,816144,816-1,00019,09318,3314.96%-762
Darling Ingredients(DAR)106,000105,000-1,0006,5565,7351.55%-821
Pfizer(PFE)271,900268,200-3,7007,6356,4581.75%-1,177
Insteel343,423343,423011,64210,3712.81%-1,271
Bunge(BG)70,00070,00008,9047,4712.02%-1,433
Newmont(NEM)100,000100,000010,8259,3402.53%-1,485
Abbott113,800112,300-1,50011,68410,1902.76%-1,494
Lyondellbasell
SHS - A -
60,00060,00004,8343,1590.85%-1,675
Nextera Energy300,300294,300-6,00027,89225,8316.99%-2,061
AT & T(T)523,000518,000-5,00015,16210,7232.90%-4,439
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