Roberts Glore & CO Inc Portfolio Holdings
Roberts Glore & CO Inc
- $328 Million
- Q4 2024
Roberts Glore & CO Inc has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $328 Million distributed in 208 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 $26.1M, Apple Inc. with a value of $18M, Microsoft Corp with a value of $17.6M, Alphabet Inc. with a value of $10.9M, and Vanguard Mun Bd Fds Tax Exempt with a value of $10.3M.
Examining the 13F form we can see an decrease of $12.7M in the current position value, from $341M to 328M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 208
- Current Value $328 Million
- Prior Value $341 Million
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 10 stocks
- Additional Purchases 46 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks