Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bruce & Co., Inc. (CIK 1358331) reported $349.7M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NEE ($27.9M, 7.98%), ABBV ($26.6M, 7.62%), ALL ($25.6M, 7.33%), AER ($25.2M, 7.20%), MRK ($23.2M, 6.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy | $27.9M | 7.98% | 300,300 | Trimmed |
| 2 | ABBV | Abbvie | $26.6M | 7.62% | 122,500 | Hold |
| 3 | ALL | Allstate | $25.6M | 7.33% | 125,500 | Hold |
| 4 | AER | AerCap Holdings | $25.2M | 7.20% | 183,500 | Hold |
| 5 | MRK | Merck | $23.2M | 6.63% | 192,800 | Hold |
| 6 | UHAL/B | Uhaul B | $20.2M | 5.77% | 452,000 | Hold |
| 7 | DUK | Duke Energy | $19.1M | 5.46% | 145,816 | Trimmed |
| 8 | T | AT & T | $15.2M | 4.34% | 523,000 | Hold |
| 9 | XEL | XCEL Energy | $14.7M | 4.19% | 184,500 | Trimmed |
| 10 | CMS | CMS Energy | $12.1M | 3.46% | 156,000 | Hold |
| 11 | ABT | Abbott | $11.7M | 3.34% | 113,800 | Hold |
| 12 | IIIN | Insteel | $11.6M | 3.33% | 343,423 | Hold |
| 13 | NEM | Newmont | $10.8M | 3.10% | 100,000 | Hold |
| 14 | VICR | Vicor | $10.5M | 2.99% | 65,000 | Trimmed |
| 15 | AAPL | Apple | $9.9M | 2.82% | 38,900 | Hold |
| 16 | BG | Bunge | $8.9M | 2.55% | 70,000 | Hold |
| 17 | AVA | Avista | $8.1M | 2.31% | 201,500 | Hold |
| 18 | PFE | Pfizer | $7.6M | 2.18% | 271,900 | Hold |
| 19 | ADM | Archer Daniels | $7.3M | 2.08% | 100,000 | Hold |
| 20 | DAR | Darling Ingredients | $6.6M | 1.87% | 106,000 | Hold |
| 21 | CC | Chemours | $5.5M | 1.58% | 250,000 | Hold |
| 22 | KOD | Kodiak Sciences | $5.5M | 1.58% | 145,000 | Trimmed |
| 23 | BBNX | Beta Bionics | $5.5M | 1.58% | 550,700 | New |
| 24 | SUPN | Supernus | $5.2M | 1.48% | 100,000 | Added |
| 25 | LYB | Lyondellbasell | $4.8M | 1.38% | 60,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31