Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Bruce & Co., Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Bruce & Co., Inc. (CIK 1358331) reported $369.5M across 41 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ABBV ($30.4M, 8.24%), ALL ($29.1M, 7.89%), AER ($27.0M, 7.30%), NEE ($25.8M, 6.99%), MRK ($24.5M, 6.64%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ABBVAbbvie$30.4M8.24%121,000Trimmed
2ALLAllstate$29.1M7.89%122,500Trimmed
3AERAerCap Holdings$27.0M7.30%185,000Added
4NEENextera Energy$25.8M6.99%294,300Trimmed
5MRKMerck$24.5M6.64%190,800Trimmed
6UHALBUhaul B$24.1M6.51%417,000Trimmed
7DUKDuke Energy$18.3M4.96%144,816Trimmed
8VICRVicor$18.2M4.93%48,000Trimmed
9XELXCEL Energy$14.7M3.97%182,500Trimmed
10CMSCMS Energy$11.7M3.17%153,000Trimmed
11TAT & T$10.7M2.90%518,000Trimmed
12AAPLApple$10.7M2.89%36,900Trimmed
13BBNXBeta Bionics$10.4M2.82%665,700Added
14IIINInsteel$10.4M2.81%343,423Hold
15ABTAbbott$10.2M2.76%112,300Trimmed
16NEMNewmont$9.3M2.53%100,000Hold
17AVAAvista$8.2M2.21%200,000Trimmed
18ADMArcher Daniels$7.6M2.07%100,000Hold
19BGBunge$7.5M2.02%70,000Hold
20SUPNSupernus$7.0M1.89%150,000Added
21PFEPfizer$6.5M1.75%268,200Trimmed
22DARDarling Ingredients$5.7M1.55%105,000Trimmed
23KODKodiak Sciences$5.6M1.53%145,000Hold
24CCChemours$5.1M1.39%250,000Hold
25UHALUhaul$4.8M1.29%72,600Trimmed

Source: SEC Form 13F filings · as of 2026-06-30