AI Portfolio Summary
In 2026 Q1, Roberts Foundation maintained a portfolio of 2 distinct positions. They heavily accumulated shares in PROCTER AND GAMBLE C, increasing their position by 0.7%. Conversely, Roberts Foundation completely exited their position in BRIGHTSPRING HEALTH .
Total Positions
2
Quarter
2026 Q1
Top Holding
PG (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 100.00% | 91.68% |
#1
Prev: #1
|
6.5 | 1,551 | 0.7% |
P
S
|
237,824 | $34,351,299 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BTSG
BRIGHTSPRING HE...
|
Healthcare | 0.00% | 8.32% |
Sold All 😨
(Was: #2) |
0.0 | -82,025 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 |
Showing 1-2 of 2 holdings