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Roberts Foundation
Roberts Foundation is an institution, managing $37.6M across 2 long positions as of Q3 2025 with 96% Consumer Defensive concentration, with only 2 positions, and 96% allocation to PG.
- Portfolio Value
- $37.6M
- Positions
- 2
- Top Holding
- PG at 95.96%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Roberts Foundation's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Household & Personal Products Consumer Defensive | $36.0M | 95.96% | +$3.6M Bought | 0.01% 234.6K shares | |
Medical - Healthcare Information Services Healthcare | $1.5M | 4.04% | — | 0.03% 51.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Roberts Foundation's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+10.98% |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for Roberts Foundation
GthenA