Roberts Glore & CO Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $320 Million distributed in 201 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 $29M, Microsoft Corp with a value of $15.6M, Apple Inc. with a value of $15.1M, Vanguard Sht Trm Inflt Prot Fd with a value of $10.6M, and Vanguard Mun Bd Fds Tax Exempt with a value of $10.2M.
Examining the 13F form we can see an decrease of $8.32M in the current position value, from $328M to 320M.
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
$320 Million
ETFs: $68.6 Million
Financial Services: $58 Million
Healthcare: $51.4 Million
Technology: $50.5 Million
Industrials: $30.3 Million
Communication Services: $20.7 Million
Consumer Defensive: $14.9 Million
Consumer Cyclical: $14.6 Million
Other: $10.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
