Roberts Glore & CO Inc Portfolio Holdings
Roberts Glore & CO Inc
- $320 Million
- Q1 2025
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 201
- Current Value $320 Million
- Prior Value $328 Million
- Filing
- Period Q1 2025
- Filing Date May 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 5 stocks
- Additional Purchases 48 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks