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%.

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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

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	PG	Procter & Gamble Co/the	Stock-Consumer Staples	100.00%	+8.32%	+0.66%

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1	$34.4M	10	1PG Top holdings2026-03-31 1.PG
2025-12-31	2	$36.9M	10	1PG 2BTSG Top holdings2025-12-31 1.PG 2.BTSG
2025-09-30	2	$37.6M	100	1PG 2BTSG Top holdings2025-09-30 1.PG 2.BTSG
2025-06-30	2	$34.9M	0	1PG 2BTSG Top holdings2025-06-30 1.PG 2.BTSG
2025-03-31	2	$155.1M	0	1KKR 2PG Top holdings2025-03-31 1.KKR 2.PG
2024-12-31	3	$208.8M	0	1KKR 2PG 3APP Top holdings2024-12-31 1.KKR 2.PG 3.APP

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
#	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

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%