Robert Bruce | Bruce & Co., Inc.

This pages lists all securities owned by Bruce & Co., Inc. going back to 2013 Q2. At the top of the list are companies that have been held the longest such as Pfizer Inc., AbbVie Inc., and EDAP TMS S.A..

Name
Ticker
Quarters Owned
First Quarter Owned
Latest Quarter Owned
Min % of Portfolio
Avg % of Portfolio
Max % of Portfolio
Pfizer Inc.
PFE
37
'13 Q2'22 Q2
3.09%
4.18%
6.69%
AbbVie Inc.
ABBV
37
'13 Q2'22 Q2
3.01%
4.83%
8.22%
EDAP TMS S.A.
EDAP
37
'13 Q2'22 Q2
0.41%
0.90%
1.93%
Nextera Energy
37
'13 Q2'22 Q2
2.93%
6.95%
10.36%
Merck
37
'13 Q2'22 Q2
3.16%
4.57%
6.94%
Xcel Energy Inc.
XEL
37
'13 Q2'22 Q2
0.18%
4.07%
6.87%
AMERCO
UHAL
36
'13 Q2'22 Q2
8.49%
14.44%
22.35%
The Allstate Corporation
ALL
36
'13 Q2'22 Q2
4.42%
6.44%
8.11%
Abbott Laboratories
ABT
36
'13 Q2'22 Q2
2.16%
3.60%
5.74%
Ashland
36
'13 Q2'22 Q2
0.26%
0.54%
0.83%

Industry Breakdown

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.