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Roberts Foundation

Portfolio Manager
Roberts Foundation
Performance
+1.87% (2026 Q1)
AUM (13F)
$34.35M
# of Holdings
1
Performance Rank
Allocation (Top 20)
100%

Roberts Foundation Holdings Map

Top 1 Roberts Foundation Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PG
PROCTER AND GAMBLE CO
100%237.8K$34.4M
+0.66%(+1.55K)
2025-Q1: 231.5K shares2025-Q2: 211.4K shares2025-Q3: 234.6K shares2025-Q4: 236.3K shares2026-Q1: 237.8K shares
$168.73(-15.70%)
2026-03-31

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