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CIK: 0001358331
Total reported value
$369.5M
$369.5M
42 檔
33.3%
The Q1 2025 SEC filing reveals that Bruce & Co., Inc. held a total portfolio value of $369.5M, covering 42 public equity positions.
In Q1 2025, Bruce & Co., Inc. displayed an active expansion posture, initiating 42 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including UHAL-B, ABBV, ALL) accounted for 33.3% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 8.58% | +0.74% | -3.21% | |
| 2 | ABBV | Abbvie Inc | Stock-Healthcare | 8.57% | +0.62% | -7.27% | |
| 3 | ALL | Allstate CORP | Stock-Financials | 8.33% | +0.56% | -3.83% | |
| 4 | NEE | NextEra Energy, Inc. | Stock-Utilities | 7.16% | -0.99% | — | |
| 5 | DUK | Duke Energy CORP | Stock-Utilities | 6.88% | -0.50% | -10.21% | |
| 6 | T | At&t Inc | Stock-Comm Services | 6.10% | -1.44% | -12.94% | |
| 7 | AER | AerCap Holdings N.V. | Stock-Industrials | 6.01% | +0.10% | +22.33% | |
| 8 | MRK | Merck & Co., Inc. | Stock-Healthcare | 5.84% | +0.01% | -4.70% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 5.69% | -0.58% | -9.78% | |
| 10 | CMS | Cms Energy CORP | Stock-Utilities | 5.44% | -0.29% | -20.98% | |
| 11 | XEL | Xcel Energy Inc | Stock-Utilities | 4.42% | -0.22% | — | |
| 12 | IIIN | Insteel Industries Inc | Stock-Other | 2.90% | -0.52% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.77% | +0.07% | — | |
| 14 | AVA | Avista CORP | Stock-Utilities | 2.71% | -0.10% | — | |
| 15 | PFE | Pfizer Inc | Stock-Healthcare | 2.21% | -0.43% | — | |
| 16 | BG | Bunge Global SA | Stock-Consumer Staples | 1.96% | -0.53% | — | |
| 17 | UHAL | U-haul Holding Co | Stock-Other | 1.55% | +0.28% | — | |
| 18 | NEM | Newmont CORP | Stock-Materials | 1.55% | -0.57% | — | |
| 19 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.54% | -0.01% | — | |
| 20 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 1.41% | -0.33% | — | |
| 21 | RLI | Rli CORP | Stock-Financials | 1.05% | -0.03% | +100.00% | |
| 22 | VICR | Vicor CORP | Stock-Tech | 1.05% | +1.94% | — | |
| 23 | CC | Chemours Co/the | Stock-Materials | 0.87% | -0.19% | — | |
| 24 | SUPN | Supernus Pharmaceuticals Inc | Stock-Healthcare | 0.86% | +0.41% | — | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.12% | — | |
| 26 | AXDX 5 12-15-26Bond | Accelerate Diagnostics | Bond | 0.42% | — | — | |
| 27 | SIRIEUR | Sirius Xm Holdings Inc | Stock-Other | 0.40% | +0.08% | — | |
| 28 | VALE | Vale S.A. | Stock-Materials | 0.35% | -0.02% | — | |
| 29 | FOCL | Edap Tms SA -adr | Stock-Other | 0.35% | +0.15% | — | |
| 30 | VG | Venture Global Inc-cl A | Stock-Energy | 0.33% | -0.15% | — | |
| 31 | MNKD | Mannkind CORP | Stock-Other | 0.31% | +0.08% | — | |
| 32 | KOD | Kodiak Sciences Inc | Stock-Other | 0.29% | -0.05% | — | |
| 33 | ASH | Ashland Inc. | Stock-Materials | 0.29% | +0.03% | — | |
| 34 | PSNL | Personalis Inc | Stock-Other | 0.28% | +0.42% | — | |
| 35 | ✓ | Lava Therapeutics NV | Stock-Other | 0.21% | — | -32.39% | |
| 36 | VTRS | Viatris Inc | Stock-Healthcare | 0.16% | +0.02% | — | |
| 37 | OGN | Organon & Co | Stock-Healthcare | 0.15% | — | — | |
| 38 | FATE | Fate Therapeutics Inc | Stock-Other | 0.14% | +0.45% | +57.14% | |
| 39 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.12% | -0.01% | — | |
| 40 | MASS | 908 Devices Inc | Stock-Other | 0.10% | +0.04% | — | |
| 41 | CRBU | Caribou Biosciences Inc | Stock-Other | 0.07% | -0.02% | — | |
| 42 | 1K0 | Igm Biosciences Inc | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UHAL-B | U-haul Holding Co-non Voting | — | NEW | New buy |
| 2 | ABBV | Abbvie Inc | — | NEW | New buy |
| 3 | ALL | Allstate CORP | — | NEW | New buy |
| 4 | NEE | NextEra Energy, Inc. | — | NEW | New buy |
| 5 | DUK | Duke Energy CORP | — | NEW | New buy |
| 6 | T | At&t Inc | — | NEW | New buy |
| 7 | AER | AerCap Holdings N.V. | — | NEW | New buy |
| 8 | MRK | Merck & Co., Inc. | — | NEW | New buy |
| 9 | ABT | Abbott Laboratories | — | NEW | New buy |
| 10 | CMS | Cms Energy CORP | — | NEW | New buy |
| 11 | XEL | Xcel Energy Inc | — | NEW | New buy |
| 12 | IIIN | Insteel Industries Inc | — | NEW | New buy |
| 13 | AAPL | Apple Inc | — | NEW | New buy |
| 14 | AVA | Avista CORP | — | NEW | New buy |
| 15 | PFE | Pfizer Inc | — | NEW | New buy |
| 16 | BG | Bunge Global SA | — | NEW | New buy |
| 17 | UHAL | U-haul Holding Co | — | NEW | New buy |
| 18 | NEM | Newmont CORP | — | NEW | New buy |
| 19 | ADM | Archer-daniels-midland Co | — | NEW | New buy |
| 20 | DAR | Darling Ingredients Inc | — | NEW | New buy |
| 21 | RLI | Rli CORP | — | NEW | New buy |
| 22 | VICR | Vicor CORP | — | NEW | New buy |
| 23 | CC | Chemours Co/the | — | NEW | New buy |
| 24 | SUPN | Supernus Pharmaceuticals Inc | — | NEW | New buy |
| 25 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 26 | AXDX 5 12-15-26Bond | Accelerate Diagnostics | — | NEW | New buy |
| 27 | SIRIEUR | Sirius Xm Holdings Inc | — | NEW | New buy |
| 28 | VALE | Vale S.A. | — | NEW | New buy |
| 29 | FOCL | Edap Tms SA -adr | — | NEW | New buy |
| 30 | VG | Venture Global Inc-cl A | — | NEW | New buy |
| 31 | MNKD | Mannkind CORP | — | NEW | New buy |
| 32 | KOD | Kodiak Sciences Inc | — | NEW | New buy |
| 33 | ASH | Ashland Inc. | — | NEW | New buy |
| 34 | PSNL | Personalis Inc | — | NEW | New buy |
| 35 | ✓ | Lava Therapeutics NV | — | NEW | New buy |
| 36 | VTRS | Viatris Inc | — | NEW | New buy |
| 37 | OGN | Organon & Co | — | NEW | New buy |
| 38 | FATE | Fate Therapeutics Inc | — | NEW | New buy |
| 39 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 40 | MASS | 908 Devices Inc | — | NEW | New buy |
| 41 | CRBU | Caribou Biosciences Inc | — | NEW | New buy |
| 42 | 1K0 | Igm Biosciences Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Bruce & Co., Inc. reported a total U.S. public equity portfolio value of $369.5M across 42 disclosed positions in Q1 2025.
During Q1 2025, Bruce & Co., Inc.'s top holdings by market value included UHAL-B (8.6%)、ABBV (8.6%)、ALL (8.3%). The largest single position, UHAL-B, represented 8.6% of total portfolio value.
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Top New Position Initiated
UHAL-B
市值: $26.7M
In Q1 2025, Bruce & Co., Inc. made 42 total portfolio adjustments, initiating 42 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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