RF

Roberts Foundation

Concentrated strategySector-focusedMomentum follower

Total reported value

$34.4M

Reporting period: 2026-03-31 · Number of holdings: 1

Roberts Foundation disclosed 1 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $34.4M and a quarterly turnover rate of 10.0%.

Personality snowflake

Concentration
100
Portfolio Stability
10
Momentum/Contrarian
100
Sector conviction
100
Diversification
2
Sizing Uniformity
—

Recent moves

  • Add PG

    +0.7%　$491.0K

  • Sold out BTSG

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1PGProcter & Gamble Co/theStock-Consumer Staples100.00%+8.32%+0.66%

Holding changes this quarter

Roberts Foundation's most significant position changes for 2026-03-31: Sold out: Brightspring Health Services (BTSG); Add: Procter & Gamble Co/the (PG) — shares +0.66%.

Position changes disclosed by Roberts Foundation for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1PGProcter & Gamble Co/the+8.3%+0.66%Add
2BTSGBrightspring Health Services—EXITSold out

FAQ

What is Roberts Foundation and what type of investor is it?
Roberts Foundation is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $34.4M, spread across 1 disclosed positions.
What are Roberts Foundation's largest equity positions?
Based on the latest 13F filing, Roberts Foundation's top holdings by market value are: 1. Procter & Gamble Co/the (PG) — $34.4M (100.0%)
What changes did Roberts Foundation make in its most recent portfolio filing?
In the latest reported quarter, Roberts Foundation made 2 notable position adjustments: 0 new positions were initiated, 1 existing holdings were added to, 0 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Brightspring Health Services (BTSG); Add: Procter & Gamble Co/the (PG) — shares +0.66%
What sectors does Roberts Foundation focus on?
Roberts Foundation is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Staples: 100.0%