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Home > Institutional Investor > Roberts Foundation > Profile

Instuitional Investor - Roberts Foundation

Fund Profile
Filing Period:
Fund Name: Roberts Foundation
Portfolio Value $36,932,120
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Procter & Gamble Co
 PG 236,273 $33,860,284 91.68%
2.
Brightspring Health Services Inc.
 BTSG 82,025 $3,071,836 8.32%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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