Roberts Foundation
Latest statistics and disclosures from Roberts Foundation's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PG, BTSG, and represent 100.00% of Roberts Foundation's stock portfolio.
- Added to shares of these 1 stock: PG.
- Roberts Foundation was a net buyer of stock by $3.6M.
- Roberts Foundation has $38M in assets under management (AUM), dropping by 7.66%.
- Central Index Key (CIK): 0001595747
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Portfolio Holdings for Roberts Foundation
Roberts Foundation holds 2 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Procter & Gamble Company (PG) | 96.0 | $36M | +10% | 235k | 153.65 |
|
| Brightspring Health Svcs (BTSG) | 4.0 | $1.5M | 51k | 29.56 |
|
Past Filings by Roberts Foundation
SEC 13F filings are viewable for Roberts Foundation going back to 2025
- Roberts Foundation 2025 Q3 filed Oct. 29, 2025
- Roberts Foundation 2025 Q2 filed Aug. 5, 2025
- Roberts Foundation 2025 Q1 filed April 30, 2025