Fund HoldingsRoberts Foundation

Total Portfolio Value
$36.93M
Total Bought
$3.74M
Total Sold
$0
Net Transaction
+$3.74M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
BRIGHTSPRING HEALTH SVCS INC(BTSG)51,36482,025+30,6611,5183,0728.32%+1,554
PROCTER AND GAMBLE CO(PG)234,587236,273+1,68636,04433,86091.68%-2,184
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