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CIK: 0001595747
Total reported value
$35.1M
$35.1M
1 檔
97.8%
As reported in its official Q1 2026 Form 13F filing, Roberts Foundation's tracked investment portfolio stood at $35.1M with 1 total positions.
In Q1 2026, Roberts Foundation adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including PG) accounted for 97.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 100.00% | — | +0.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +8.3% | +0.66% | Add |
| 2 | BTSG | Brightspring Health Services | — | EXIT | Sold out |
According to official SEC Form 13F filings, Roberts Foundation reported a total U.S. public equity portfolio value of $35.1M across 1 disclosed positions in Q1 2026.
During Q1 2026, Roberts Foundation's top holdings by market value included PG (100.0%). The largest single position, PG, represented 100.0% of total portfolio value.
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Top Position Liquidated / Trimmed
BTSG
前期市值: $3.1M
In Q1 2026, Roberts Foundation made 2 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 1 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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