RF

Roberts Foundation

13F
Roberts Foundation
Last update 2025-04-30 2 Stocks (0 new)
Value $155.00 Mil Turnover 0 %
Countries:
Top Holdings: KKR(74.56%)PG(25.44%)
Roberts Foundation Top Holdings of 2025-03-31 View Full List
Ticker
KKR
PG
APP
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 View Full List
Ticker
APP
PG
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)

To

Roberts Foundation's Asset Allocation

To

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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