Bruce & Co., Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $236 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Allstate Corp with a value of $25.3M, Abb Vie Inc. with a value of $23.7M, Aer Cap Holdings N.V. with a value of $21.5M, Duke Energy Corp with a value of $20.7M, and At&T Inc. with a value of $19.5M.

Examining the 13F form we can see an increase of $2.09M in the current position value, from $234M to 236M.

Bruce & Co., Inc. is based out at Chicago, IL

Below you can find more details about Bruce & Co., Inc. portfolio as well as his latest detailed transactions.

Portfolio value $236 Million
Healthcare: $59.6 Million
Utilities: $55.6 Million
Industrials: $38.7 Million
Financial Services: $28.2 Million
Communication Services: $20.8 Million
Technology: $12.1 Million
Basic Materials: $11 Million
Consumer Defensive: $10.2 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $236 Million
  • Prior Value $234 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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