The Analysis of Roberts Foundation's Holdings


Currently, Roberts Foundation holds 2 types of securities in its portfolio with a total value $37.6M. In the most recent quarter, they have increased their positions in PG (+23.2K shares, valued at $3.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
PG PROCTER AND GAMBLE CO234.6K shares10.98%2025-09-302025-10-29history
BTSG BRIGHTSPRING HEALTH SVCS INC51.4K shares0.00%2025-09-302025-10-29history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available