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Robert Bruce | Bruce & Co., Inc.

Fund Stats for Q2 2022Robert Bruce is the managing partner of Bruce & Co., Inc.. The 13F filing for 2022 Q1 included $489.08M in managed 13F securities and a top 10 holdings concentration of 70.61%. Bruce & Co., Inc.'s lar...

About Robert BruceRobert Bruce is the founder of Bruce & Co, the investment firm that serves as the advisor to the Bruce Fund (BRUFX). The Bruce Fund is run by Robert Bruce and his son, Robert Jeffrey Bruce. The Fund f...

Company
Ticker
Market Value
% Portfolio
Shares
Change
Chg. Shares
Quarter End Price
Current Price
Yearly High
Yearly Low
Market Cap
% Owned
UHAL
36.08M
8.49%
754.55K
901.33%
679.20K
$47.82
$523.32
$769.9
$447.92
10.26B
3.85%
35.63M
8.38%
460K
-6.12%
-30K
$77.46
ABBV
34.23M
8.05%
223.50K
-8.21%
-20K
$153.16
$142.51
$175.91
$105.56
246.74B
0.01%
ALL
34.13M
8.03%
269.30K
-3.58%
-10K
$126.73
$129.02
$144.46
$106.11
34.87B
0.10%
30.68M
7.22%
286.20K
0
$107.21
CMS
30.27M
7.12%
448.50K
-4.27%
-20K
$67.50
$66.64
$73.76
$58.51
19.34B
0.15%
29.51M
6.94%
323.70K
0
$91.17
XEL
29.19M
6.87%
412.50K
0
$70.76
$73.38
$77.66
$61.16
40.14B
0.08%
PFE
28.45M
6.69%
542.70K
0
$52.43
$45.94
$61.71
$40.94
257.83B
0.01%
T
19.32M
4.55%
922K
0
$20.96
$16.76
$21.53
$16.63
119.43B
0.01%
AAPL
18.79M
4.42%
137.40K
0
$136.72
$152.37
$182.94
$129.04
2.50T
0.00%
ABT
18.21M
4.28%
167.60K
0
$108.65
$105.06
$142.6
$101.21
183.98B
0.01%
14.28M
3.36%
16.60M
0
$0.86
11.53M
2.71%
1.38M
0
$8.35
AVA
8.92M
2.10%
205K
0
$43.51
$40.22
$46.9
$37.73
2.94B
0.28%
SUPN
5.84M
1.37%
202.10K
-9.00%
-20K
$28.92
$34.83
$36.08
$24.95
1.86B
0.38%
GE
5.37M
1.26%
84.38K
-19.16%
-20K
$63.67
$68.91
$116.17
$59.93
75.56B
0.01%
SIRI
4.64M
1.09%
757.84K
0
$6.13
$5.94
$6.88
$5.69
23.13B
0.02%
NEM
3.88M
0.91%
65K
0
$59.66
$42.40
$86.37
$40.27
33.65B
0.01%
EDAP
3.85M
0.90%
565.65K
0
$6.80
$8.24
$8.88
$5
275.76M
1.69%

Holdings Breakdown

Legend
UHAL
Nextera Energy
ABBV
ALL
Duke Energy
CMS
Merck
XEL
PFE
T
AAPL
ABT
Paratek
Bausch Health
AVA
SUPN
GE
SIRI
NEM
Other
Disclaimer: Investor holdings are derived from 13F filings which are required to be filed by all institutional investment managers with at least $100 million in assets under management. Limitations to this data include but are not limited to: (1) SEC does not review 13Fs for accuracy or completeness, (2) cash, foreign stocks, short positions, and a variety of other assets are not required to be reported, (3) 13Fs are often filed 45 days after the end of the quarter, by which time a manager's positions and outlook could have changed significantly, (4) the market value does not tell us at what price the manager acquired the asset, and (5) data is only available starting mid 2013. Please do your own research before drawing any conclusions from this data.