Top 1 Roberts Foundation Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER AND GAMBLE CO | 100% | 237.8K | $34.4M | +0.66%(+1.55K) | $168.73(-15.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.93% | -31.69% |
| Top 20 Holdings Unweighted | +14.91% | +51.73% |
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