Roberts Foundation Portfolio Holdings

Roberts Foundation

  • $34.9 Billion
  • Q2 2025

Roberts Foundation has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $34.9 Billion distributed in 2 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $33.7B and Brightspring Health Svcs Inc with a value of $1.21B.

Examining the 13F form we can see an decrease of $120B in the current position value, from $155B to 34.9B.

Roberts Foundation is based out at San Mateo, CA

Below you can find more details about Roberts Foundation portfolio as well as his latest detailed transactions.

Portfolio value $34.9 Billion
Consumer Defensive: $33.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$368B
$33.7 Billion 96.53% of portfolio
211,380
Q2 2025 Reduced 8.68%
Brightspring Health Svcs Inc
-
$1.21 Billion 3.47% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 2
  • Current Value $34.9 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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