Fund Holdings

Bruce & Co., Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Beta Bionics0550,700+550,70005,518,0141.58%+5,518,014
Nextera Energy310,300300,300-10,00024,910,88427,891,8647.98%+2,980,980
Merck(MRK)192,800192,800020,294,12823,191,9126.63%+2,897,784
Darling Ingredients(DAR)106,000106,00003,816,0006,556,1001.87%+2,740,100
Bunge(BG)70,00070,00006,235,6608,904,0002.55%+2,668,340
Chemours(CC)250,000250,00002,947,5005,507,5001.58%+2,560,000
Lyondellbasell
SHS - A -
60,00060,00002,598,0004,833,6001.38%+2,235,600
AT & T(T)523,000523,000012,991,32015,161,7704.34%+2,170,450
Apogee050,000+50,00001,677,0000.48%+1,677,000
Archer Daniels100,000100,00005,749,0007,269,0002.08%+1,520,000
CMS Energy(CMS)156,000156,000010,909,08012,102,4803.46%+1,193,400
Supernus(SUPN)82,105100,000+17,8954,080,6195,169,0001.48%+1,088,381
Kodiak Sciences(KOD)165,000145,000-20,0004,613,4005,527,4001.58%+914,000
Venture Global(VG)100,000100,0000682,0001,576,0000.45%+894,000
Pfizer(PFE)271,900271,90006,770,3107,634,9522.18%+864,642
Newmont(NEM)100,000100,00009,985,00010,825,0003.10%+840,000
Duke Energy(DUK)155,816145,816-10,00018,263,19319,093,1475.46%+829,954
Insteel343,423343,423010,876,20611,642,4473.33%+766,241
Vicor(VICR)90,00065,000-25,0009,864,00010,465,0002.99%+601,000
Avista(AVA)201,500201,50007,765,8108,088,2102.31%+322,400
XCEL Energy(XEL)194,500184,500-10,00014,365,77014,656,6804.19%+290,910
Fate Theraputics729,188789,188+60,000716,500947,0260.27%+230,526
EDAP438,652438,65201,443,1651,631,7850.47%+188,620
XM Sirius(SIRI)55,78455,78401,115,4011,287,4950.37%+172,094
Caribou Biosciences250,000250,0000397,500475,0000.14%+77,500
Viatris(VTRS)58,27958,2790725,574787,3490.23%+61,775
908 Devices68,28668,2860358,502417,9100.12%+59,408
WEC Energy(WEC)3,9453,9450416,040456,7130.13%+40,673
Ashland15,00015,0000880,050834,1500.24%-45,900
Bausch Health124,000124,0000861,800669,6000.19%-192,200
Uhaul73,90073,90003,725,2993,530,9421.01%-194,357
RLI(RLI)40,80040,80002,610,3842,327,2320.67%-283,152
Eli Lilly(LLY)2,0002,00002,149,3601,839,5400.53%-309,820
Personalis(PSNL)233,000233,00001,854,6801,484,2100.42%-370,470
Allstate(ALL)125,500125,500026,122,82525,644,6707.33%-478,155
Mannkind(MNKD)195,073195,07301,106,064477,9290.14%-628,135
Apple(AAPL)38,90038,900010,575,3549,872,4312.82%-702,923
Uhaul B452,000452,000021,126,48020,190,8405.77%-935,640
AerCap Holdings(AER)183,500183,500026,379,96025,172,5307.20%-1,207,430
Abbvie(ABBV)122,500122,500027,990,02526,642,5257.62%-1,347,500
Abbott113,800113,800014,258,00211,683,8463.34%-2,574,156
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