Roberts Foundation

CIK: 0001595747SEC EDGAR →

Portfolio Value

$36.9M

Holdings

2

As of

Q4 2025

New Positions

2

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

PROCTER AND GAMBLE CO

236,273$33.9M
91.68%
2

BRIGHTSPRING HEALTH SVCS INC

82,025$3.1M
8.32%

Quarterly Changes

Top Buys

PGNEW
$33.9M
BTSGNEW
$3.1M

Top Sells

No sells this quarter

New Positions (2)

$33.9M · 236K shares
$3.1M · 82K shares

Sector Breakdown

Sector# HoldingsValue%
Consumer Defensive1$33.9M91.7%
Healthcare1$3.1M8.3%