Roberts Glore & CO Inc has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $354 Million distributed in 217 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 $26.4M, Microsoft Corp with a value of $20M, Apple Inc. with a value of $17.1M, Alphabet Inc. with a value of $13.2M, and Vanguard Sht Trm Inflt Prot Fd with a value of $11.5M.
Examining the 13F form we can see an increase of $21.2M in the current position value, from $333M to 354M.
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
$354 Million
ETFs: $74.3 Million
Technology: $65.4 Million
Financial Services: $57.8 Million
Healthcare: $54.2 Million
Industrials: $33 Million
Communication Services: $28.2 Million
Consumer Cyclical: $16.1 Million
Consumer Defensive: $14.2 Million
Other: $10.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
