Roberts Foundation Portfolio Holdings

Roberts Foundation

  • $155 Billion
  • Q1 2025

Roberts Foundation has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 2 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kkr & Co. Inc. with a value of $116B and Procter & Gamble CO with a value of $39.4B.

Examining the 13F form we can see an decrease of $53.7B in the current position value, from $209B to 155B.

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 $155 Billion
Financial Services: $116 Billion
Consumer Defensive: $39.4 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$107B
$116 Billion 74.56% of portfolio
1,000,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 2
  • Current Value $155 Billion
  • Prior Value $209 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Roberts Foundation Portfolio

Follow Roberts Foundation and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roberts Foundation, based on Form 13F filings with the SEC.

News

Stay updated on Roberts Foundation with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email