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Roberts Foundation

SEC CIK
0001595747
Latest filing
Aug 11, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 20, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
1
−1 vs. Q4 2025
Portfolio value
$34.4M
−$2.58M (−7.0%) vs. Q4 2025
Filed
Apr 20, 2026
SEC
Holdings of Roberts Foundation in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
PGProcter & Gamble CoStock237,824$34.4M100.0%+1,551+0.7%AddedHistory

Sold out since Q4 2025 (1)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Roberts Foundation sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
BTSGBrightSpring Health Services, Inc.COM82,025$3.07M8.3%History