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Bruce & Co., Inc.

Portfolio Manager
Bruce & Co., Inc.
Performance
+5.45% (2026 Q1)
AUM (13F)
$349.66M
# of Holdings
41
Performance Rank
Allocation (Top 20)
86.55%

Bruce & Co., Inc. Holdings Map

Top 41 Bruce & Co., Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FPL
Nextera Energy
7.98%300.3K$27.9M
-3.22%(-10.00K)
2025-Q1: 315.0K shares2025-Q2: 315.0K shares2025-Q3: 315.0K shares2025-Q4: 310.3K shares2026-Q1: 300.3K shares
$22.44(-65.42%)
2026-03-31
ABBV
Abbvie
7.62%122.5K$26.6M
+0.00%(+0)
2025-Q1: 127.5K shares2025-Q2: 127.5K shares2025-Q3: 127.5K shares2025-Q4: 122.5K shares2026-Q1: 122.5K shares
$72.65(+190.11%)
2026-03-31
ALL
Allstate
7.33%125.5K$25.6M
+0.00%(+0)
2025-Q1: 125.5K shares2025-Q2: 125.5K shares2025-Q3: 125.5K shares2025-Q4: 125.5K shares2026-Q1: 125.5K shares
$43.24(+400.63%)
2026-03-31
AER
AerCap Holdings
7.2%183.5K$25.2M
+0.00%(+0)
2025-Q1: 183.5K shares2025-Q2: 183.5K shares2025-Q3: 183.5K shares2025-Q4: 183.5K shares2026-Q1: 183.5K shares
$95.35(+49.01%)
2026-03-31
MRK
Merck
6.63%192.8K$23.2M
+0.00%(+0)
2025-Q1: 202.8K shares2025-Q2: 192.8K shares2025-Q3: 192.8K shares2025-Q4: 192.8K shares2026-Q1: 192.8K shares
$27.13(+318.05%)
2026-03-31
UHAL.B
Uhaul B
5.77%452.0K$20.2M
+0.00%(+0)
2025-Q1: 452.0K shares2025-Q2: 452.0K shares2025-Q3: 452.0K shares2025-Q4: 452.0K shares2026-Q1: 452.0K shares
$49963.21(-99.91%)
2026-03-31
DUK
Duke Energy
5.46%145.8K$19.1M
-6.42%(-10.00K)
2025-Q1: 175.8K shares2025-Q2: 175.8K shares2025-Q3: 155.8K shares2025-Q4: 155.8K shares2026-Q1: 145.8K shares
$24.90(+399.14%)
2026-03-31
T
AT & T
4.34%523.0K$15.2M
+0.00%(+0)
2025-Q1: 673.0K shares2025-Q2: 673.0K shares2025-Q3: 523.0K shares2025-Q4: 523.0K shares2026-Q1: 523.0K shares
$18.14(+35.89%)
2026-03-31
XEL
XCEL Energy
4.19%184.5K$14.7M
-5.14%(-10.00K)
2025-Q1: 194.5K shares2025-Q2: 194.5K shares2025-Q3: 194.5K shares2025-Q4: 194.5K shares2026-Q1: 184.5K shares
$35.04(+128.39%)
2026-03-31
CMS
CMS Energy
3.46%156.0K$12.1M
+0.00%(+0)
2025-Q1: 226.0K shares2025-Q2: 196.0K shares2025-Q3: 156.0K shares2025-Q4: 156.0K shares2026-Q1: 156.0K shares
$30.14(+143.04%)
2026-03-31

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