Roberts Glore & CO Inc Purchases in Q2 2025

Roberts Glore & CO Inc

  • $333 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
4.82K
New
$274.35 - $599.47 $1.32M - $2.89M
4.82K $1.5M
GOOGL
Alphabet Inc.

Communication Services
1.11K
+ 3.03%
$144.7 - $178.6 $160K - $197K
37.6K $6.63M
VTI
Vanguard Total Stock Market Et

ETFs
407
+ 1.44%
$243.75 - $303.93 $99.2K - $124K
28.6K $8.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
15.2K
+ 7.18%
$49.57 - $50.27 $753K - $763K
227K $11.4M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
22.9K
+ 19.64%
$17.11 - $21.71 $391K - $496K
139K $3.02M
AMZN
Amazon Com Inc

Consumer Cyclical
2
+ 0.01%
$167.32 - $223.3 $335 - $447
25.8K $5.65M
NVO
Novo Nordisk A S

Healthcare
9.51K
+ 85.76%
$58.08 - $81.05 $552K - $771K
20.6K $1.42M
ASML
Asml Holding Nv

Technology
482
+ 27.36%
$595.37 - $815.24 $287K - $393K
2.24K $1.8M
AMAT
Applied Materials Inc

Technology
2.36K
+ 98.95%
$126.95 - $183.52 $299K - $433K
4.74K $867K
DFSV
Dimensional ETF Tr Dimensional

ETFs
14.9K
+ 23.72%
$24.21 - $29.47 $361K - $439K
77.7K $2.29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
205
+ 4.21%
$456.74 - $568.03 $93.6K - $116K
5.07K $2.88M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.07K
+ 4.65%
$57.41 - $74.81 $61.1K - $79.7K
24K $1.78M
CEG
Constellation Energy Corp

Utilities
887
New
$170.96 - $322.76 $152K - $286K
887 $286K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
566
+ 2.1%
$75.29 - $91.16 $42.6K - $51.6K
27.5K $2.48M
XLK
Technology Sector Spdr

ETFs
950
New
$179.73 - $253.23 $171K - $241K
950 $240K
DELL
Dell Technologies Inc.

Technology
1.88K
New
$71.63 - $125.98 $134K - $236K
1.88K $230K
APH
Amphenol Corp

Technology
2.3K
New
$59.09 - $98.75 $136K - $227K
2.3K $226K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.93K
New
$57.46 - $75.58 $168K - $221K
2.93K $221K
ABT
Abbott Laboratories

Healthcare
317
+ 0.6%
$123.95 - $138.08 $39.3K - $43.8K
52.9K $7.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
619
New
$272.36 - $339.57 $169K - $210K
619 $210K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.89K
New
$67.83 - $92.33 $196K - $266K
2.89K $209K
VKTX
Viking Therapeutics, Inc.

Healthcare
7.84K
New
$19.98 - $29.49 $157K - $231K
7.84K $207K
COST
Costco Wholesale Corp

Consumer Defensive
204
New
$908.13 - $1056.85 $185K - $216K
204 $201K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.53K
+ 11.8%
$55.54 - $69.09 $84.7K - $105K
14.5K $998K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.14K
+ 4.9%
N/A
45.9K $3.94M
ADBE
Adobe Inc.

Technology
443
+ 22.18%
$340.0 - $420.68 $151K - $186K
2.44K $943K
UPS
United Parcel Service Inc

Industrials
2.18K
+ 28.02%
$91.92 - $110.2 $201K - $241K
9.98K $1.01M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
183
+ 14.21%
$468.22 - $566.51 $85.7K - $104K
1.47K $833K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.46K
+ 13.8%
$102.02 - $103.5 $149K - $151K
12K $1.24M
IIPR
Innovative Industrial Properties Inc

Real Estate
2.13K
+ 56.08%
$48.03 - $58.9 $102K - $125K
5.93K $327K
VBR
Vanguard Small Cap Value ETF

ETFs
15
+ 0.12%
$162.76 - $195.77 $2.44K - $2.94K
12.3K $2.4M
CET
Central Securities Corp

Financial Services
183
+ 0.53%
$40.74 - $47.86 $7.46K - $8.76K
34.5K $1.65M
EMR
Emerson Electric CO

Industrials
289
+ 10.81%
$94.15 - $133.33 $27.2K - $38.5K
2.96K $394K
NEM
Newmont Corp

Basic Materials
200
+ 2.36%
$44.18 - $59.46 $8.84K - $11.9K
8.68K $505K
PHO
Invesco Exchange Traded Fd Tr

ETFs
45
+ 0.27%
$58.13 - $69.92 $2.62K - $3.15K
16.6K $1.16M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
1.97K
+ 2.26%
$7.35 - $9.25 $14.5K - $18.2K
89K $823K
HD
Home Depot, Inc.

Consumer Cyclical
236
+ 8.5%
$335.24 - $380.78 $79.1K - $89.9K
3.01K $1.1M
MEDP
Medpace Holdings, Inc.

Healthcare
140
+ 3.29%
$277.23 - $315.28 $38.8K - $44.1K
4.39K $1.38M
ELV
Elevance Health, Inc.

Healthcare
484
+ 20.82%
$372.27 - $452.69 $180K - $219K
2.81K $1.09M
FTNT
Fortinet, Inc.

Technology
100
+ 1.37%
$84.71 - $108.69 $8.47K - $10.9K
7.39K $780K
EBAY
Ebay Inc

Consumer Cyclical
250
+ 2.93%
$59.52 - $79.36 $14.9K - $19.8K
8.8K $654K
NKE
Nike, Inc.

Consumer Cyclical
350
+ 5.64%
$53.27 - $72.04 $18.6K - $25.2K
6.56K $465K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
4.63K
+ 21.02%
$18.94 - $22.97 $87.8K - $106K
26.7K $570K
QCOM
Qualcomm Inc

Technology
305
+ 13.9%
$124.66 - $159.48 $38K - $48.6K
2.5K $398K
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 2.13%
$221.86 - $362.89 $4.44K - $7.26K
958 $304K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
3.93K
+ 26.64%
$14.06 - $16.54 $55.2K - $64.9K
18.7K $295K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
1
+ 0.02%
$70.93 - $86.0 $70.9 - $86
5.42K $464K
APD
Air Products & Chemicals, Inc.

Basic Materials
228
+ 8.63%
$248.61 - $294.96 $56.7K - $67.3K
2.87K $809K
DCI
Donaldson CO Inc

Industrials
260
+ 4.7%
$59.18 - $71.02 $15.4K - $18.5K
5.79K $401K
Activity Summary
Buys All Purchases 70 New Holdings 12 Increased Positions 58 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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