Roberts Glore & CO Inc has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $330 Million distributed in 209 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $25M, Microsoft Corp with a value of $17.9M, Apple Inc. with a value of $13.6M, Vanguard Mun Bd Fds Tax Exempt with a value of $12M, and Alphabet Inc. with a value of $9.5M.
Examining the 13F form we can see an increase of $11.4M in the current position value, from $318M to 330M.
Roberts Glore & CO Inc is based out at Deerfield, IL
Below you can find more details about Roberts Glore & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$330 Million
ETFs: $67 Million
Healthcare: $60.3 Million
Financial Services: $53.6 Million
Technology: $53.3 Million
Industrials: $31.3 Million
Communication Services: $23 Million
Consumer Defensive: $16.6 Million
Consumer Cyclical: $14.6 Million
Other: $10.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions