Roberts Foundation
- SEC CIK
- 0001595747
- Latest filing
- Aug 11, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 29, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 2
- 0 vs. Q2 2025
- Portfolio value
- $37.6M
- +$2.67M (+7.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PGProcter & Gamble Co | Stock | 234,587 | $36.0M | 96.0% | +23,207+11.0% | Added | History |
| BTSGBrightSpring Health Services, Inc. | COM | 51,364 | $1.52M | 4.0% | 00.0% | Unchanged | History |