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Home > Institutional Investor > Roberts Glore & Co Inc > Profile

Instuitional Investor - Roberts Glore & Co Inc

Fund Profile
Filing Period:
Fund Name: Roberts Glore & Co Inc
Portfolio Value $321,184,390
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 61,773 $22,031,958 6.85%
2.
Microsoft Corp
 MSFT 45,240 $17,012,050 5.29%
3.
Apple Inc.
 AAPL 81,134 $15,620,729 4.86%
4.
Vanguard Mun Bd Fds
 222,291 $11,347,956 3.53%
5.
Johnson & Johnson
 JNJ 60,225 $9,439,667 2.93%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)