Roberts Foundation Portfolio Holdings

Roberts Foundation

  • $209 Billion
  • Q4 2024

Roberts Foundation has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $209 Billion distributed in 3 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kkr & Co. Inc. with a value of $148B, Procter & Gamble CO with a value of $38.6B, and App Lovin Corp with a value of $22.3B.

Examining the 13F form we can see an increase of $209B in the current position value.

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 $209 Billion
Financial Services: $148 Billion
Consumer Defensive: $38.6 Billion
Technology: $22.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$148 Billion 70.84% of portfolio
1,000,000
Q4 2024 New
$397B
$38.6 Billion 18.47% of portfolio
230,062
Q4 2024 New
$112B
$22.3 Billion 10.69% of portfolio
68,941
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 3
  • Current Value $209 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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