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Home > Institutional Investor > Roberts Glore & Co Inc > Profile

Instuitional Investor - Roberts Glore & Co Inc

Fund Profile
Filing Period:
Fund Name: Roberts Glore & Co Inc
Portfolio Value $404,442,563
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 50,297 $25,168,116 6.22%
2.
Apple Inc.
 AAPL 63,843 $18,473,610 4.57%
3.
Alphabet Inc.
 GOOGL 48,002 $16,960,547 4.19%
4.
Microsoft Corp
 MSFT 40,539 $15,121,858 3.74%
5.
Johnson & Johnson
 JNJ 49,900 $12,673,103 3.13%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.