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 Market Cap. of $2 Billions to $10 Billions

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

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
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