Roberts Foundation Portfolio Holdings by Sector
Roberts Foundation
- $209 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Asset Management | Financial Services
KKR 1 stocks |
$148 Million
70.84% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$38.6 Million
18.47% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Software—Application | Technology
APP 1 stocks |
$22.3 Million
10.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|