Roberts Foundation
13F Reported Value
ⓘ$34.4M
Holdings
1
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Roberts Foundation disclosed 1 positions worth $34.4M in its Form 13F-HR for Q1 2026, led by $PG (PROCTER & GAMBLE Co) at 100.0% of the equity portfolio. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $BTSG. The portfolio is most concentrated in Consumer Staples (100.0% of disclosed assets). All figures are sourced directly from Roberts Foundation’s Form 13F-HR filing with the SEC under CIK 1595747.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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- 72.9#212
Quality
$34.4M237,824 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 PROCTER & GAMBLE Co$PG | 72.9#212 | $34.4M | 237,824 |
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Sector Allocation
Consumer Staples
$34.4M
Full Holdings — Roberts Foundation (Q1 2026)
All 1 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PG | PROCTER & GAMBLE Co | $34.4M | 100.0% | +1% | 72.9 |
Exited Positions (1)
$BTSG BrightSpring Health Services, Inc.Browse Top Institutional Investors
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