Fund HoldingsBruce & Co., Inc.

Total Portfolio Value
$322.53M
Total Bought
$0
Total Sold
$7.31M
Net Transaction
-$7.31M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Vicor(VICR)90,00090,00004,4759,8643.06%+5,389
AerCap Holdings(AER)183,500183,500022,20426,3808.18%+4,176
Merck(MRK)192,800192,800016,18220,2946.29%+4,112
Newmont(NEM)100,000100,00008,4319,9853.10%+1,554
Nextera Energy315,000310,300-4,70023,77924,9117.72%+1,132
Apple(AAPL)38,90038,90009,90510,5753.28%+670
Eli Lilly(LLY)2,0002,00001,5262,1490.67%+623
EDAP438,652438,65201,0131,4430.45%+430
Personalis(PSNL)253,000233,000-20,0001,6501,8550.58%+205
Ashland15,00015,00007198800.27%+161
Supernus(SUPN)82,10582,10503,9244,0811.27%+157
Viatris(VTRS)58,27958,27905777260.22%+149
Avista(AVA)201,500201,50007,6197,7662.41%+147
Mannkind(MNKD)195,073195,07301,0481,1060.34%+59
Kodiak Sciences(KOD)279,308165,000-114,3084,5724,6131.43%+41
WEC Energy(WEC)3,9453,94504524160.13%-36
RLI(RLI)40,80040,80002,6612,6100.81%-51
Pfizer(PFE)271,900271,90006,9286,7702.10%-158
XM Sirius(SIRI)55,78455,78401,2981,1150.35%-183
Caribou Biosciences250,000250,00005833980.12%-185
Fate Theraputics729,188729,18809197170.22%-202
Archer Daniels100,000100,00005,9745,7491.78%-225
Darling Ingredients(DAR)131,000106,000-25,0004,0443,8161.18%-228
908 Devices68,28668,28605983590.11%-240
Bausch Health171,000124,000-47,0001,1038620.27%-241
Bunge(BG)80,00070,000-10,0006,5006,2361.93%-264
Lyondellbasell
SHS - A -
60,00060,00002,9422,5980.81%-344
Uhaul73,90073,90004,2173,7251.16%-492
CMS Energy(CMS)156,000156,000011,42910,9093.38%-519
Venture Global(VG)100,000100,00001,4196820.21%-737
Allstate(ALL)125,500125,500026,93926,1238.10%-816
Chemours(CC)250,000250,00003,9602,9480.91%-1,012
Duke Energy(DUK)155,816155,816019,28218,2635.66%-1,019
XCEL Energy(XEL)194,500194,500015,68614,3664.45%-1,321
Abbvie(ABBV)127,500122,500-5,00029,52127,9908.68%-1,531
AT & T(T)523,000523,000014,77012,9914.03%-1,778
Uhaul B452,000452,000023,00721,1266.55%-1,880
Insteel343,423343,423013,16710,8763.37%-2,291
Abbott133,800113,800-20,00017,92114,2584.42%-3,663
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