Research report
Bruce & Co Q1 2026 13F Holdings and Activity Report
Verified Q1 2026 13F holdings for Bruce & Co, covering institutional activity, data dates, SEC sources, filing limits, and methods.
Bruce & Co
Robert Bruce
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
41
Market Value
$369.5M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| ABBV | 8.2% | 7.6% | 8.7% | 9.1% |
| ALL | 7.9% | 7.3% | 8.1% | 8.3% |
| AER | 7.3% | 7.2% | 8.2% | 6.9% |
| NEE | 7.0% | 8.0% | 7.7% | 7.4% |
| MRK | 6.6% | 6.6% | 6.3% | 5.0% |
| UHAL.B | 6.5% | 5.8% | 6.5% | 7.1% |
| DUK | 5.0% | 5.5% | 5.7% | 6.0% |
| VICR | 4.9% | - | - | - |
| XEL | 4.0% | 4.2% | 4.5% | 4.9% |
| CMS | 3.2% | 3.5% | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
Trading Summary
No stocks in this category
All Holdings
$ABBV
8.2%
$ALL
7.9%
$AER
7.3%
$NEE
7.0%
$MRK
6.6%
$UHAL.B
6.5%
$DUK
5.0%
$VICR
4.9%
$XEL
4.0%
$CMS
3.2%
$T
2.9%
$AAPL
2.9%
$BBNX
2.8%
$IIIN
2.8%
$ABT
2.8%
$NEM
2.5%
$AVA
2.2%
$ADM
2.1%
$BG
2.0%
$SUPN
1.9%
$PFE
1.8%
$DAR
1.6%
$KOD
1.5%
$CC
1.4%
$UHAL
1.3%
$LYB
0.8%
$PSNL
0.8%
$FATE
0.7%
$LLY
0.7%
$RLI
0.6%
$APOG
0.6%
$EDAP
0.6%
$SIRI
0.5%
$VG
0.3%
$ASH
0.3%
$VTRS
0.3%
$MNKD
0.2%
$BHC
0.2%
$MASS
0.2%
$WEC
0.1%
$CRBU
0.1%