Roberts Foundation

Latest statistics and disclosures from Roberts Foundation's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are PG, 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 $266k.
  • Roberts Foundation has $35M in assets under management (AUM), dropping by 2.30%.
  • Central Index Key (CIK): 0001595747

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Positions held by Roberts Foundation consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Roberts Foundation

Roberts Foundation holds 1 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Procter & Gamble Company (PG) 100.0 $35M 240k 146.64
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Past Filings by Roberts Foundation

SEC 13F filings are viewable for Roberts Foundation going back to 2025