13F Pro

Roberts Foundation

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1595747
Institutional-grade research for retail investors
Email me the moment this fund files its next 13FPro

13F Reported Value

ⓘ

$35.1M

Holdings

1

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Roberts Foundation disclosed 1 positions worth $35.1M in its Form 13F-HR for Q2 2026, led by $PG (PROCTER & GAMBLE Co) at 100.0% of the equity portfolio. 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

Stable
PG$PG
100.0% weight
Held 7 quarters
PG$PG
4 quarters accumulating

Sector Allocation

Consumer Staples

13fpro.ai/research/fund/roberts-foundation-1595747

AUM History

13fpro.ai/research/fund/roberts-foundation-1595747

Top Equity Holdings by Value

13fpro.ai/research/fund/roberts-foundation-1595747

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of Roberts Foundation's 1 positions.

Showing top 1 of 1 holdings.

Sector Allocation

Consumer Staples

$35.1M

Full Holdings — Roberts Foundation (Q2 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.

TickerCompanyValue
PG$PGPROCTER & GAMBLE Co$35.1M

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for Roberts Foundation including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track Roberts Foundation's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Roberts Foundation and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: Roberts Foundation

13F Pro is an AI hedge fund tracker and stock research platform. For Roberts Foundation (SEC CIK: 1595747), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Roberts Foundation's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.