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Home > Institutional Investor > Roberts Foundation > Profile

Instuitional Investor - Roberts Foundation

Fund Profile
Filing Period:
Fund Name: Roberts Foundation
Portfolio Value $34,888,739
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Procter & Gamble Co
 PG 211,380 $33,677,062 96.53%
2.
Brightspring Health Svcs Inc
 51,364 $1,211,677 3.47%
3.
Kkr & Co. Inc.
 KKR 0 $0 0%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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