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Roberts Foundation13F | |
Roberts Foundation | |
Last update 2025-04-30 | 2 Stocks (0 new) |
Value $155.00 Mil | Turnover 0 % |
Roberts Foundation Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR | KKR & Co Inc | 1,000,000 | 115,610.0 | 0% | 74.560 | 0% | 0.110 | +39.18% | -8.10% | 120,717.6 | Asset Management | |
PG | Procter & Gamble Co | 231,472 | 39,447.5 | +0.61% | 25.440 | +0.15% | 0.010 | +0.79% | -3.08% | 376,299.0 | Consumer Packaged Goods | |
APP | AppLovin Corp | 0 | 0 | Sold Out | 0.000 | -10.69% | 0.000 | +48.57% | +6.54% | 116,743.5 | Media - Diversified |
Roberts Foundation's Historical Top Holdings Breakdowns
Roberts Foundation's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
APP | AppLovin Corp | 2025-03-31 | Sold Out Sold Out | -10.69% | 238.08 ($344.61) 510.13 | $345.00 | 0.11% | Sold Out | 0 | -68,941 | |
PG | Procter & Gamble Co | 2025-03-31 | Add Add | +0.15% | 158.56 ($167.49) 176.26 | $160.50 | -4.17% | Add 0.61% | 231,472 | 1,410 |
Roberts Foundation Total Holding History ($B)
Roberts Foundation's Asset Allocation
Roberts Foundation Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Roberts Foundation's Hypothetical Growth since 2025-03-31
Roberts Foundation's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Roberts Foundation's Holdings Heat Map
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Roberts Foundation's Holdings Bubble Chart
Roberts Foundation News
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