Fund HoldingsBruce & Co., Inc.

Total Portfolio Value
$303.97M
Total Bought
$23.57M
Total Sold
$3.00M
Net Transaction
+$20.57M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Nextera Energy293,600333,300+39,70018,76423,6017.76%+4,837
RLI(RLI)2,00022,400+20,4002973,1511.04%+2,855
Abbvie(ABBV)138,000161,500+23,50025,13027,7009.11%+2,571
Apple(AAPL)35,10039,700+4,6006,0198,3622.75%+2,343
AT & T(T)961,000984,000+23,00016,91418,8046.19%+1,891
Newmont(NEM)65,600100,000+34,4002,3514,1871.38%+1,836
Duke Energy(DUK)203,890205,816+1,92619,71820,6296.79%+911
Acorda Theraputics0002,8503,5001.15%+650
Vicor(VICR)45,00070,000+25,0001,7212,3210.76%+600
WEC Energy(WEC)04,509+4,50903540.12%+354
Pfizer(PFE)268,500276,400+7,9007,4517,7342.54%+283
Bunge(BG)50,00050,00005,1265,3391.76%+213
Mannkind(MNKD)195,073195,07308841,0180.33%+135
XEL Energy(XEL)193,000196,000+3,00010,37410,4683.44%+95
Organon(OGN)31,19031,370+1805866490.21%+63
IGM Bioscience65,000100,000+35,0006276870.23%+60
Warner Bros. Discovery(WBD)10,64211,851+1,20993880.03%-5
CMS Energy(CMS)316,000320,000+4,00019,06719,0506.27%-18
Ashland15,00015,00001,4611,4170.47%-43
Fate Theraputics143,000300,000+157,0001,0509840.32%-66
Viatris(VTRS)58,25258,833+5816966250.21%-70
Avista(AVA)201,500201,50007,0576,9742.29%-83
Personalis(PSNL)300,000300,00004473510.12%-96
Archer Daniels50,00050,00003,1413,0230.99%-118
Uhaul70,80575,105+4,3004,7824,6361.53%-146
908 Devices68,28668,28605163520.12%-164
Accelerate Diagnostic0001,5101,2850.42%-225
Uhaul B493,350542,950+49,60032,89732,58810.72%-309
Caribou Biosciences200,000300,000+100,0001,0284920.16%-536
XM Sirius(SIRI)557,843557,84302,1641,5790.52%-586
Supernus(SUPN)82,10582,10502,8012,1960.72%-604
EDAP553,652553,65204,0693,0120.99%-1,057
Allstate(ALL)127,200130,500+3,30022,00720,8366.85%-1,171
Lava Theraputics771,874771,87402,5701,3890.46%-1,181
Abbott150,000152,300+2,30017,04915,8255.21%-1,224
Kodiak Sciences(KOD)423,000423,00002,2259940.33%-1,231
Merck(MRK)220,700224,500+3,80029,12127,7939.14%-1,328
Darling Ingredients(DAR)150,000150,00006,9775,5131.81%-1,464
Insteel343,423343,423013,12610,6323.50%-2,493
Bausch Health644,000550,000-94,0006,8333,8341.26%-2,999
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