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CIK: 0001358331
Total reported value
$369.5M
$369.5M
41 檔
31.6%
According to the latest 13F quarterly dataset, Bruce & Co., Inc. managed an equity portfolio of $369.5M at the end of Q2 2025, spanning 41 distinct U.S. exchange-listed positions.
During Q2 2025, Bruce & Co., Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ALL | Allstate CORP | Stock-Financials | 8.19% | +0.56% | — | |
| 2 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 7.97% | +0.74% | — | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 7.67% | +0.62% | — | |
| 4 | NEE | NextEra Energy, Inc. | Stock-Utilities | 7.09% | -0.99% | — | |
| 5 | AER | AerCap Holdings N.V. | Stock-Industrials | 6.96% | +0.10% | — | |
| 6 | DUK | Duke Energy CORP | Stock-Utilities | 6.73% | -0.50% | — | |
| 7 | T | At&t Inc | Stock-Comm Services | 6.31% | -1.44% | — | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 5.90% | -0.58% | — | |
| 9 | MRK | Merck & Co., Inc. | Stock-Healthcare | 4.95% | +0.01% | -4.93% | |
| 10 | CMS | Cms Energy CORP | Stock-Utilities | 4.40% | -0.29% | -13.27% | |
| 11 | XEL | Xcel Energy Inc | Stock-Utilities | 4.29% | -0.22% | — | |
| 12 | IIIN | Insteel Industries Inc | Stock-Other | 4.14% | -0.52% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.59% | +0.07% | — | |
| 14 | AVA | Avista CORP | Stock-Utilities | 2.48% | -0.10% | — | |
| 15 | PFE | Pfizer Inc | Stock-Healthcare | 2.14% | -0.43% | — | |
| 16 | BG | Bunge Global SA | Stock-Consumer Staples | 2.08% | -0.53% | — | |
| 17 | NEM | Newmont CORP | Stock-Materials | 1.89% | -0.57% | — | |
| 18 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.71% | -0.01% | — | |
| 19 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 1.61% | -0.33% | -7.09% | |
| 20 | UHAL | U-haul Holding Co | Stock-Other | 1.45% | +0.28% | — | |
| 21 | VICR | Vicor CORP | Stock-Tech | 1.32% | +1.94% | +28.57% | |
| 22 | RLI | Rli CORP | Stock-Financials | 0.96% | -0.03% | — | |
| 23 | CC | Chemours Co/the | Stock-Materials | 0.93% | -0.19% | +25.00% | |
| 24 | SUPN | Supernus Pharmaceuticals Inc | Stock-Healthcare | 0.84% | +0.41% | — | |
| 25 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.75% | -0.53% | — | |
| 26 | PSNL | Personalis Inc | Stock-Other | 0.54% | +0.42% | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.12% | — | |
| 28 | VG | Venture Global Inc-cl A | Stock-Energy | 0.51% | -0.15% | — | |
| 29 | SIRIEUR | Sirius Xm Holdings Inc | Stock-Other | 0.42% | +0.08% | — | |
| 30 | KOD | Kodiak Sciences Inc | Stock-Other | 0.39% | -0.05% | — | |
| 31 | VALE | Vale S.A. | Stock-Materials | 0.37% | -0.02% | — | |
| 32 | FOCL | Edap Tms SA -adr | Stock-Other | 0.29% | +0.15% | — | |
| 33 | ASH | Ashland Inc. | Stock-Materials | 0.24% | +0.03% | — | |
| 34 | MNKD | Mannkind CORP | Stock-Other | 0.24% | +0.08% | — | |
| 35 | ✓ | Lava Therapeutics NV | Stock-Other | 0.22% | — | — | |
| 36 | AXDX 5 12-15-26Bond | Accelerate Diagnostics | Bond | 0.21% | — | — | |
| 37 | VTRS | Viatris Inc | Stock-Healthcare | 0.17% | +0.02% | — | |
| 38 | MASS | 908 Devices Inc | Stock-Other | 0.16% | +0.04% | — | |
| 39 | FATE | Fate Therapeutics Inc | Stock-Other | 0.16% | +0.45% | -21.97% | |
| 40 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.13% | -0.01% | — | |
| 41 | CRBU | Caribou Biosciences Inc | Stock-Other | 0.10% | -0.02% | — |
According to official SEC Form 13F filings, Bruce & Co., Inc. reported a total U.S. public equity portfolio value of $369.5M across 41 disclosed positions in Q2 2025.
During Q2 2025, Bruce & Co., Inc.'s top holdings by market value included ALL (8.2%)、UHAL-B (8.0%)、ABBV (7.7%). The largest single position, ALL, represented 8.2% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ALL, UHAL-B, ABBV) accounted for 31.6% of total reported equity market value during Q2 2025.
In Q2 2025, Bruce & Co., Inc. made 0 total portfolio adjustments, initiating 0 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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