Roberts Foundation
- SEC CIK
- 0001595747
- Latest filing
- Aug 11, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 9, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 2
- 0 vs. Q3 2025
- Portfolio value
- $36.9M
- −$630.5K (−1.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PGProcter & Gamble Co | Stock | 236,273 | $33.9M | 91.7% | +1,686+0.7% | Added | History |
| BTSGBrightSpring Health Services, Inc. | COM | 82,025 | $3.07M | 8.3% | +30,661+59.7% | Added | History |