Terminal · Institutions

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

Roberts Foundation 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Roberts Foundation (CIK 1595747) reported $34.4M across 1 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PG ($34.4M, 100.00%), BTSG ($0, 0.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PGPROCTER AND GAMBLE CO$34.4M100.00%237,824Added
2BTSGBRIGHTSPRING HEALTH SVCS INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31