The Analysis of Roberts Foundation's Holdings


Currently, Roberts Foundation holds 2 types of securities in its portfolio with a total value $36.9M. In the most recent quarter, they have increased their positions in BTSG (+30.7K shares, valued at $1.1M), PG (+1.7K shares, valued at $241.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
PG PROCTER AND GAMBLE CO236.3K shares0.72%2025-12-312026-02-09history
BTSG BRIGHTSPRING HEALTH SVCS INC82.0K shares59.69%2025-12-312026-02-09history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available