StockDriftsStockDriftsTop 1 Roberts Foundation Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER AND GAMBLE CO | 100% | 239.6K | $35.1M | +0.76%(+1.81K) | $168.55(-13.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -13.39% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.79% |
Roberts Foundation reports $35.14M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is PG (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -13.39% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Roberts Foundation’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1595747). View Roberts Foundation’s 13F filings on SEC