Roberts Glore & CO Inc Portfolio Holdings
Roberts Glore & CO Inc
- $330 Million
- Q1 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 209
- Current Value $330 Million
- Prior Value $318 Million
- Filing
- Period Q1 2024
- Filing Date May 09, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 13 stocks
- Additional Purchases 37 stocks
- Sold out of 0 stocks
- Reduced holdings in 114 stocks