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The Analysis of Bruce & Co., Inc.'s Holdings & P&L

Currently, Bruce & Co., Inc. holds 41 types of securities in its portfolio with a total value $349.7M. In the most recent quarter, they have increased their positions in BBNX (+550.7K shares, valued at $5.5M), APOG (+50.0K shares, valued at $1.7M), SUPN (+17.9K shares, valued at $925.0K); decreased their positions in VICR (-25.0K shares, valued at $4.0M), N/A (-10.0K shares, valued at $1.3M), N/A (-10.0K shares, valued at $928.8K); initiated new positions in BBNX (+550.7K shares, valued at $5.5M), APOG (+50.0K shares, valued at $1.7M).

1M P&L

+2.9M+0.97%

3M P&L

+3.3M+1.11%

HY P&L

+31.7M+11.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General57.2M

21.2%

2Rental & Leasing Services30.1M

11.1%

3Insurance - Property & Casualty28.7M

10.6%

Top Industries by Stock Count

1Drug Manufacturers - General4 stocks

12.5%

2Biotechnology4 stocks

12.5%

3Medical Devices2 stocks

6.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Nextera Energy Nextera Energy300.3K shares-3.22%2026-03-312026-05-14

ABBV Abbvie122.5K shares0.00%2026-03-312026-05-14

ALL Allstate125.5K shares0.00%2026-03-312026-05-14

AER AerCap Holdings183.5K shares0.00%2026-03-312026-05-14

MRK Merck192.8K shares0.00%2026-03-312026-05-14

UHAL.B Uhaul B452.0K shares0.00%2026-03-312026-05-14

Duke Energy Duke Energy145.8K shares-6.42%2026-03-312026-05-14

T AT & T523.0K shares0.00%2026-03-312026-05-14

Sponsored

XEL XCEL Energy184.5K shares-5.14%2026-03-312026-05-14

CMS CMS Energy156.0K shares0.00%2026-03-312026-05-14

ABT Abbott113.8K shares0.00%2026-03-312026-05-14

IIIN Insteel343.4K shares0.00%2026-03-312026-05-14

NEM Newmont100.0K shares0.00%2026-03-312026-05-14

VICR Vicor65.0K shares-27.78%2026-03-312026-05-14

AAPL Apple38.9K shares0.00%2026-03-312026-05-14

Bunge Bunge70.0K shares0.00%2026-03-312026-05-14

Sponsored

AVA Avista201.5K shares0.00%2026-03-312026-05-14

PFE Pfizer271.9K shares0.00%2026-03-312026-05-14

ADM Archer Daniels100.0K shares0.00%2026-03-312026-05-14

DAR Darling Ingredients106.0K shares0.00%2026-03-312026-05-14

KOD Kodiak Sciences145.0K shares-12.12%2026-03-312026-05-14

BBNX Beta Bionics550.7K sharesnew addition2026-03-312026-05-14

CC Chemours250.0K shares0.00%2026-03-312026-05-14

SUPN Supernus100.0K shares21.80%2026-03-312026-05-14

Sponsored

LYB Lyondellbasell60.0K shares0.00%2026-03-312026-05-14

UHAL Uhaul73.9K shares0.00%2026-03-312026-05-14

RLI RLI40.8K shares0.00%2026-03-312026-05-14

LLY Eli Lilly2.0K shares0.00%2026-03-312026-05-14

APOG Apogee50.0K sharesnew addition2026-03-312026-05-14

EDAP EDAP438.7K shares0.00%2026-03-312026-05-14

Venture Global Venture Global100.0K shares0.00%2026-03-312026-05-14

PSNL Personalis233.0K shares0.00%2026-03-312026-05-14

Sponsored

SIRI XM Sirius55.8K shares0.00%2026-03-312026-05-14

FATE Fate Theraputics789.2K shares8.23%2026-03-312026-05-14

Ashland Ashland15.0K shares0.00%2026-03-312026-05-14

VTRS Viatris58.3K shares0.00%2026-03-312026-05-14

Bausch Health Bausch Health124.0K shares0.00%2026-03-312026-05-14

MNKD Mannkind195.1K shares0.00%2026-03-312026-05-14

CRBU Caribou Biosciences250.0K shares0.00%2026-03-312026-05-14

WEC Energy WEC Energy3.9K shares0.00%2026-03-312026-05-14

Sponsored

MASS 908 Devices68.3K shares0.00%2026-03-312026-05-14

Nextera Energy

-3.22%

Shares300.3K

Event2026-03-31

Filed2026-05-14

ABBV

Abbvie

0.00%

Shares122.5K

Event2026-03-31

Filed2026-05-14

ALL

Allstate

0.00%

Shares125.5K

Event2026-03-31

Filed2026-05-14

AER

AerCap Holdings

0.00%

Shares183.5K

Event2026-03-31

Filed2026-05-14

MRK

Merck

0.00%

Shares192.8K

Event2026-03-31

Filed2026-05-14

UHAL.B

Uhaul B

0.00%

Shares452.0K

Event2026-03-31

Filed2026-05-14

Duke Energy

-6.42%

Shares145.8K

Event2026-03-31

Filed2026-05-14

AT & T

0.00%

Shares523.0K

Event2026-03-31

Filed2026-05-14

XEL

XCEL Energy

-5.14%

Shares184.5K

Event2026-03-31

Filed2026-05-14

CMS

CMS Energy

0.00%

Shares156.0K

Event2026-03-31

Filed2026-05-14

ABT

Abbott

0.00%

Shares113.8K

Event2026-03-31

Filed2026-05-14

IIIN

Insteel

0.00%

Shares343.4K

Event2026-03-31

Filed2026-05-14

NEM

Newmont

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-14

VICR

Vicor

-27.78%

Shares65.0K

Event2026-03-31

Filed2026-05-14

AAPL

Apple

0.00%

Shares38.9K

Event2026-03-31

Filed2026-05-14

Bunge

0.00%

Shares70.0K

Event2026-03-31

Filed2026-05-14

AVA

Avista

0.00%

Shares201.5K

Event2026-03-31

Filed2026-05-14

PFE

Pfizer

0.00%

Shares271.9K

Event2026-03-31

Filed2026-05-14

ADM

Archer Daniels

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-14

DAR

Darling Ingredients

0.00%

Shares106.0K

Event2026-03-31

Filed2026-05-14

KOD

Kodiak Sciences

-12.12%

Shares145.0K

Event2026-03-31

Filed2026-05-14

BBNX

Beta Bionics

New

Shares550.7K

Event2026-03-31

Filed2026-05-14

Chemours

0.00%

Shares250.0K

Event2026-03-31

Filed2026-05-14

SUPN

Supernus

21.80%

Shares100.0K

Event2026-03-31

Filed2026-05-14

LYB

Lyondellbasell

0.00%

Shares60.0K

Event2026-03-31

Filed2026-05-14

UHAL

Uhaul

0.00%

Shares73.9K

Event2026-03-31

Filed2026-05-14

RLI

0.00%

Shares40.8K

Event2026-03-31

Filed2026-05-14

LLY

Eli Lilly

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

APOG

Apogee

New

Shares50.0K

Event2026-03-31

Filed2026-05-14

EDAP

0.00%

Shares438.7K

Event2026-03-31

Filed2026-05-14

Venture Global

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-14

PSNL

Personalis

0.00%

Shares233.0K

Event2026-03-31

Filed2026-05-14

SIRI

XM Sirius

0.00%

Shares55.8K

Event2026-03-31

Filed2026-05-14

FATE

Fate Theraputics

8.23%

Shares789.2K

Event2026-03-31

Filed2026-05-14

Ashland

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-14

VTRS

Viatris

0.00%

Shares58.3K

Event2026-03-31

Filed2026-05-14

Bausch Health

0.00%

Shares124.0K

Event2026-03-31

Filed2026-05-14

MNKD

Mannkind

0.00%

Shares195.1K

Event2026-03-31

Filed2026-05-14

CRBU

Caribou Biosciences

0.00%

Shares250.0K

Event2026-03-31

Filed2026-05-14

WEC Energy

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

MASS

908 Devices

0.00%

Shares68.3K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available