
	Robert Bruce 13F
	Bruce & Co.

	Last update 2026-08-14	41 Stocks (0 new)
	Value $370.00 Mil	Turnover 1 %
	Countries: Top Holdings: ABBV(8.24%)ALL(7.89%)AER(7.30%)NEE(6.99%)MRK(6.64%) SEC Filings

Robert Bruce Profile

Robert Bruce is the founder of Bruce & Co, the investment firm that serves as the advisor to the Bruce Fund (BRUFX). The Bruce Fund is run by Robert Bruce and his son, Robert Jeffrey Bruce. The Fund focuses primarily on common stock investments, though it also invests in high-yield and distressed debt. It may invest in some long-term U.S. government securities if the managers cannot find attractive opportunities elsewhere.

Robert Bruce Investing Philosophy

The Fund invests mostly in small- and mid-cap stocks, with the occasional large-cap, as well as convertible and distressed bonds. The Bruces tend to hold their stocks for the long-term, generally preferring the securities of distressed companies that are trading at a significant discount but which they believe can make a turnaround.

Robert Bruce Portfolio and Latest Trades

* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.

* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.

Ticker
Ticker
VICR
SUPN
BBNX
UHAL.B
ALL
NEE
FATE
AAPL
ABBV
CMS
MRK
AER
XEL
ABT
DUK
T
PFE
UHAL
AVA
DAR
RLI
VTRS
BBNX
VICR
APOG
DUK
SUPN
NEE
XEL
KOD
FATE
ABT
KOD
ABBV
BG
DAR
NEE
BHC
PSNL
T
CMS
DUK
LYB
LVTX Unlock Delisted
FATE
FOCL
KOD
LYB
CMS
VICR
MRK
CC
OGN
DAR
IGMS Unlock Delisted
FATE
CMS
AER
CC
T
DUK
ABBV
ABT
VG
MRK
ALL
UHAL.B
LVTX Unlock Delisted
FATE
AER
T
UHAL.B
BHC
DAR
ABBV
CMS
LLY
NEE
ABT
RLI
KOD
PSNL
MRK
AAPL
PFE
UHAL
CRBU
XEL
WBD
WEC
OGN
VTRS
AER
ADM
ABBV
BG
UHAL.B
DAR
MRK
DUK

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
VICR	Vicor Corp	2026-06-30	Reduce Reduce	-0.78%	● 155.64 ($271.28) 379.78	$187.68	-30.82%	Reduce -26.15%	48,000	-17,000
SUPN	Supernus Pharmaceuticals Inc	2026-06-30	Add Add	+0.63%	● 43.58 ($48.09) 52.28	$44.21	-8.07%	Add 50%	150,000	50,000
BBNX	Beta Bionics Inc	2026-06-30	Add Add	+0.49%	● 8.86 ($11.86) 17	$19.95	68.21%	Add 20.88%	665,700	115,000
UHAL.B	U-Haul Holding Co	2026-06-30	Reduce Reduce	-0.45%	● 44.04 ($49.71) 59.23	$59.67	20.04%	Reduce -7.74%	417,000	-35,000
ALL	Allstate Corp	2026-06-30	Reduce Reduce	-0.18%	● 204.1 ($217.18) 241.38	$257.80	18.70%	Reduce -2.39%	122,500	-3,000
NEE	NextEra Energy Inc	2026-06-30	Reduce Reduce	-0.16%	● 83.66 ($90.49) 97.88	$82.34	-9.01%	Reduce -2%	294,300	-6,000
FATE	Fate Therapeutics Inc	2026-06-30	Add Add	+0.15%	● 1.15 ($1.84) 2.84	$2.39	29.89%	Add 25.34%	989,188	200,000
AAPL	Apple Inc	2026-06-30	Reduce Reduce	-0.14%	● 253.5 ($285.52) 315.2	$316.85	10.97%	Reduce -5.14%	36,900	-2,000
ABBV	AbbVie Inc	2026-06-30	Reduce Reduce	-0.09%	● 197.38 ($215.18) 254.31	$256.42	19.17%	Reduce -1.22%	121,000	-1,500
CMS	CMS Energy Corp	2026-06-30	Reduce Reduce	-0.07%	● 70.22 ($74.99) 79.94	$68.06	-9.24%	Reduce -1.92%	153,000	-3,000
MRK	Merck & Co Inc	2026-06-30	Reduce Reduce	-0.07%	● 109.18 ($117.1) 129.38	$147.76	26.18%	Reduce -1.04%	190,800	-2,000
AER	AerCap Holdings NV	2026-06-30	Add Add	+0.06%	● 134.05 ($141.94) 151.05	$145.94	2.82%	Add 0.82%	185,000	1,500
XEL	Xcel Energy Inc	2026-06-30	Reduce Reduce	-0.05%	● 76.41 ($79.82) 82.95	$75.69	-5.17%	Reduce -1.08%	182,500	-2,000
ABT	Abbott Laboratories	2026-06-30	Reduce Reduce	-0.04%	● 82.56 ($91.46) 103.56	$110.36	20.66%	Reduce -1.32%	112,300	-1,500
DUK	Duke Energy Corp	2026-06-30	Reduce Reduce	-0.04%	● 119.89 ($126.22) 133	$119.91	-5.00%	Reduce -0.69%	144,816	-1,000
T	AT&T Inc	2026-06-30	Reduce Reduce	-0.04%	● 20.7 ($24.89) 28.99	$25.89	4.02%	Reduce -0.96%	518,000	-5,000
PFE	Pfizer Inc	2026-06-30	Reduce Reduce	-0.03%	● 23.67 ($26.19) 28.55	$28.46	8.67%	Reduce -1.36%	268,200	-3,700
UHAL	U-Haul Holding Co	2026-06-30	Reduce Reduce	-0.02%	● 47.12 ($54.73) 67.05	$67.35	23.06%	Reduce -1.76%	72,600	-1,300
AVA	Avista Corp	2026-06-30	Reduce Reduce	-0.02%	● 39.4 ($41.15) 42.43	$37.16	-9.70%	Reduce -0.74%	200,000	-1,500
DAR	Darling Ingredients Inc	2026-06-30	Reduce Reduce	-0.02%	● 52.5 ($59.71) 64.84	$66.27	10.99%	Reduce -0.94%	105,000	-1,000
RLI	RLI Corp	2026-06-30	Reduce Reduce	-0.01%	● 47.77 ($53.72) 59.07	$63.47	18.15%	Reduce -1.96%	40,000	-800
VTRS	Viatris Inc	2026-06-30	Reduce Reduce	0%	● 13.16 ($15.47) 17.39	$16.51	6.72%	Reduce -1%	57,696	-583
BBNX	Beta Bionics Inc	2026-03-31	New Buy New Buy	+1.58%	● 9.86 ($14.79) 31.99	$19.95	34.89%	New holding	550,700	550,700
VICR	Vicor Corp	2026-03-31	Reduce Reduce	-0.85%	● 116.86 ($165.27) 209.19	$187.68	13.56%	Reduce -27.78%	65,000	-25,000
APOG	Apogee Enterprises Inc	2026-03-31	New Buy New Buy	+0.48%	● 31.73 ($37.04) 42.28	$39.06	5.45%	New holding	50,000	50,000
DUK	Duke Energy Corp	2026-03-31	Reduce Reduce	-0.36%	● 116.19 ($125.02) 133.46	$119.91	-4.09%	Reduce -6.42%	145,816	-10,000
SUPN	Supernus Pharmaceuticals Inc	2026-03-31	Add Add	+0.26%	● 47.76 ($50.92) 56.32	$44.21	-13.18%	Add 21.8%	100,000	17,895
NEE	NextEra Energy Inc	2026-03-31	Reduce Reduce	-0.25%	● 78.37 ($88.9) 95.68	$82.34	-7.38%	Reduce -3.22%	300,300	-10,000
XEL	Xcel Energy Inc	2026-03-31	Reduce Reduce	-0.23%	● 73.22 ($78.44) 83.91	$75.69	-3.51%	Reduce -5.14%	184,500	-10,000
KOD	Kodiak Sciences Inc	2026-03-31	Reduce Reduce	-0.17%	● 21.01 ($25.84) 39.76	$37.35	44.54%	Reduce -12.12%	145,000	-20,000
FATE	Fate Therapeutics Inc	2026-03-31	Add Add	+0.02%	● 0.99 ($1.22) 1.62	$2.39	95.90%	Add 8.23%	789,188	60,000
ABT	Abbott Laboratories	2025-12-31	Reduce Reduce	-0.83%	● 121.25 ($127.3) 134.59	$110.36	-13.31%	Reduce -14.95%	113,800	-20,000
KOD	Kodiak Sciences Inc	2025-12-31	Reduce Reduce	-0.58%	● 11.6 ($20.55) 31.08	$37.35	81.75%	Reduce -40.93%	165,000	-114,308
ABBV	AbbVie Inc	2025-12-31	Reduce Reduce	-0.36%	● 211.96 ($227.54) 236.56	$256.42	12.69%	Reduce -3.92%	122,500	-5,000
BG	Bunge Global SA	2025-12-31	Reduce Reduce	-0.25%	● 80.77 ($92.35) 97.8	$116.21	25.84%	Reduce -12.5%	70,000	-10,000
DAR	Darling Ingredients Inc	2025-12-31	Reduce Reduce	-0.24%	● 29.91 ($33.89) 37.01	$66.27	95.54%	Reduce -19.08%	106,000	-25,000
NEE	NextEra Energy Inc	2025-12-31	Reduce Reduce	-0.11%	● 78.18 ($82.89) 86.29	$82.34	-0.66%	Reduce -1.49%	310,300	-4,700
BHC	Bausch Health Companies Inc	2025-12-31	Reduce Reduce	-0.09%	● 5.9 ($6.58) 7.38	$6.37	-3.19%	Reduce -27.49%	124,000	-47,000
PSNL	Personalis Inc	2025-12-31	Reduce Reduce	-0.04%	● 6.77 ($8.78) 11.21	$16.78	91.12%	Reduce -7.91%	233,000	-20,000
T	AT&T Inc	2025-09-30	Reduce Reduce	-1.41%	● 26.94 ($28.4) 29.62	$25.89	-8.84%	Reduce -22.29%	523,000	-150,000
CMS	CMS Energy Corp	2025-09-30	Reduce Reduce	-0.90%	● 69.37 ($71.83) 74.67	$68.06	-5.25%	Reduce -20.41%	156,000	-40,000
DUK	Duke Energy Corp	2025-09-30	Reduce Reduce	-0.77%	● 116.31 ($121.35) 125.93	$119.91	-1.19%	Reduce -11.38%	155,816	-20,000
LYB	LyondellBasell Industries NV	2025-09-30	Add Add	+0.30%	● 48.34 ($56.4) 67.22	$65.08	15.39%	Add 50%	60,000	20,000
LVTX Unlock Delisted	LAVA Therapeutics NV	2025-09-30	Sold Out Sold Out	-0.22%	● 1.31 ($1.49) 1.61	$1.74	16.78%	Sold Out	0	-521,874
FATE	Fate Therapeutics Inc	2025-09-30	Add Add	+0.12%	● 0.92 ($1.08) 1.3	$2.39	121.30%	Add 69.9%	729,188	300,000
FOCL	Edap TMS SA	2025-09-30	Reduce Reduce	-0.06%	● 1.25 ($1.81) 2.8	$4.27	135.91%	Reduce -20.77%	438,652	-115,000
KOD	Kodiak Sciences Inc	2025-09-30	Reduce Reduce	-0.05%	● 3.71 ($8.62) 16.37	$37.35	333.29%	Reduce -13.53%	279,308	-43,692
LYB	LyondellBasell Industries NV	2025-06-30	New Buy New Buy	+0.75%	● 53.23 ($58.48) 70.65	$65.08	11.29%	New holding	40,000	40,000
CMS	CMS Energy Corp	2025-06-30	Reduce Reduce	-0.73%	● 68.57 ($71.31) 75.51	$68.06	-4.56%	Reduce -13.27%	196,000	-30,000
VICR	Vicor Corp	2025-06-30	Add Add	+0.30%	● 39.41 ($44.72) 51.91	$187.68	319.68%	Add 28.57%	90,000	20,000
MRK	Merck & Co Inc	2025-06-30	Reduce Reduce	-0.29%	● 73.47 ($79.65) 89.76	$147.76	85.51%	Reduce -4.93%	192,800	-10,000
CC	The Chemours Co	2025-06-30	Add Add	+0.19%	● 9.4 ($11.3) 13.53	$15.56	37.70%	Add 25%	250,000	50,000
OGN	Organon & Co	2025-06-30	Sold Out Sold Out	-0.15%	● 8.04 ($10.39) 14.89	$13.76	32.44%	Sold Out	0	-31,200
DAR	Darling Ingredients Inc	2025-06-30	Reduce Reduce	-0.10%	● 27.63 ($32.88) 38.64	$66.27	101.55%	Reduce -7.09%	131,000	-10,000
IGMS Unlock Delisted	IGM Biosciences Inc	2025-06-30	Sold Out Sold Out	-0.04%	● 1.02 ($1.22) 1.46	$1.27	4.10%	Sold Out	0	-100,000
FATE	Fate Therapeutics Inc	2025-06-30	Reduce Reduce	-0.03%	● 0.68 ($1.16) 1.67	$2.39	106.03%	Reduce -21.97%	429,188	-120,812
CMS	CMS Energy Corp	2025-03-31	Reduce Reduce	-1.29%	● 64.99 ($69.84) 75.11	$68.06	-2.55%	Reduce -20.98%	226,000	-60,000
AER	AerCap Holdings NV	2025-03-31	Add Add	+1.10%	● 94.11 ($98.97) 105.78	$145.94	47.46%	Add 22.33%	183,500	33,500
CC	The Chemours Co	2025-03-31	New Buy New Buy	+0.87%	● 13.41 ($16.61) 19.99	$15.56	-6.32%	New holding	200,000	200,000
T	AT&T Inc	2025-03-31	Reduce Reduce	-0.73%	● 21.56 ($25.15) 28.28	$25.89	2.94%	Reduce -12.94%	673,000	-100,000
DUK	Duke Energy Corp	2025-03-31	Reduce Reduce	-0.70%	● 105.87 ($113.99) 121.97	$119.91	5.19%	Reduce -10.21%	175,816	-20,000
ABBV	AbbVie Inc	2025-03-31	Reduce Reduce	-0.57%	● 169.2 ($194.4) 216.66	$256.42	31.90%	Reduce -7.27%	127,500	-10,000
ABT	Abbott Laboratories	2025-03-31	Reduce Reduce	-0.53%	● 111.1 ($127.27) 140.22	$110.36	-13.29%	Reduce -9.78%	133,800	-14,500
VG	Venture Global Inc	2025-03-31	New Buy New Buy	+0.33%	● 8.95 ($14.57) 24	$14.64	0.48%	New holding	100,000	100,000
MRK	Merck & Co Inc	2025-03-31	Reduce Reduce	-0.32%	● 83.01 ($93.37) 101.02	$147.76	58.25%	Reduce -4.7%	202,800	-10,000
ALL	Allstate Corp	2025-03-31	Reduce Reduce	-0.31%	● 180.99 ($194.74) 210.18	$257.80	32.38%	Reduce -3.83%	125,500	-5,000
UHAL.B	U-Haul Holding Co	2025-03-31	Reduce Reduce	-0.31%	● 56.94 ($62.58) 67.22	$59.67	-4.65%	Reduce -3.21%	452,000	-15,000
LVTX Unlock Delisted	LAVA Therapeutics NV	2025-03-31	Reduce Reduce	-0.08%	● 0.91 ($1.11) 1.44	$1.74	56.76%	Reduce -32.39%	521,874	-250,000
FATE	Fate Therapeutics Inc	2025-03-31	Add Add	+0.05%	● 0.79 ($1.23) 1.87	$2.39	94.31%	Add 57.14%	550,000	200,000
AER	AerCap Holdings NV	2024-12-31	Add Add	+2.16%	● 91.85 ($95.96) 100.3	$145.94	52.08%	Add 87.5%	150,000	70,000
T	AT&T Inc	2024-12-31	Reduce Reduce	-1.36%	● 21.22 ($22.51) 23.88	$25.89	15.02%	Reduce -21.44%	773,000	-211,000
UHAL.B	U-Haul Holding Co	2024-12-31	Reduce Reduce	-0.85%	● 60.25 ($65.66) 70.91	$59.67	-9.12%	Reduce -7.99%	467,000	-40,550
BHC	Bausch Health Companies Inc	2024-12-31	Reduce Reduce	-0.66%	● 7.34 ($8.24) 9.78	$6.37	-22.69%	Reduce -62%	171,000	-279,000
DAR	Darling Ingredients Inc	2024-12-31	Reduce Reduce	-0.65%	● 33 ($37.82) 43.05	$66.27	75.22%	Reduce -29.85%	141,000	-60,000
ABBV	AbbVie Inc	2024-12-31	Reduce Reduce	-0.52%	● 164.99 ($183.65) 203.87	$256.42	39.62%	Reduce -6.14%	137,500	-9,000
CMS	CMS Energy Corp	2024-12-31	Reduce Reduce	-0.50%	● 65.76 ($68.76) 72.1	$68.06	-1.02%	Reduce -7.74%	286,000	-24,000
LLY	Eli Lilly and Co	2024-12-31	New Buy New Buy	+0.50%	● 727.2 ($827.11) 932.06	$1,156.73	39.85%	New holding	2,000	2,000
NEE	NextEra Energy Inc	2024-12-31	Reduce Reduce	-0.45%	● 69.77 ($77.56) 85.43	$82.34	6.16%	Reduce -5.49%	315,000	-18,300
ABT	Abbott Laboratories	2024-12-31	Reduce Reduce	-0.13%	● 111.93 ($115.59) 119.39	$110.36	-4.52%	Reduce -2.63%	148,300	-4,000
RLI	RLI Corp	2024-12-31	Reduce Reduce	-0.09%	● 76 ($83.09) 90.45	$63.47	-23.61%	Reduce -8.93%	40,800	-2,000
KOD	Kodiak Sciences Inc	2024-12-31	Reduce Reduce	-0.08%	● 2.6 ($5.8) 10.9	$37.35	543.97%	Reduce -23.64%	323,000	-100,000
PSNL	Personalis Inc	2024-12-31	Reduce Reduce	-0.07%	● 3.38 ($4.61) 6.26	$16.78	263.99%	Reduce -15.67%	253,000	-47,000
MRK	Merck & Co Inc	2024-12-31	Reduce Reduce	-0.06%	● 96.31 ($102.91) 112.08	$147.76	43.58%	Reduce -0.79%	212,800	-1,700
AAPL	Apple Inc	2024-12-31	Reduce Reduce	-0.05%	● 221.69 ($235.83) 259.02	$316.85	34.36%	Reduce -2.02%	38,900	-800
PFE	Pfizer Inc	2024-12-31	Reduce Reduce	-0.04%	● 24.8 ($27.1) 30.19	$28.46	5.02%	Reduce -1.63%	271,900	-4,500
UHAL	U-Haul Holding Co	2024-12-31	Reduce Reduce	-0.03%	● 67.46 ($72.42) 78.4	$67.35	-7.00%	Reduce -1.6%	73,900	-1,205
CRBU	Caribou Biosciences Inc	2024-12-31	Reduce Reduce	-0.03%	● 1.59 ($2.01) 2.79	$1.54	-23.13%	Reduce -16.67%	250,000	-50,000
XEL	Xcel Energy Inc	2024-12-31	Reduce Reduce	-0.03%	● 62.16 ($67.1) 72.92	$75.69	12.80%	Reduce -0.77%	194,500	-1,500
WBD	Warner Bros. Discovery Inc	2024-12-31	Sold Out Sold Out	-0.03%	● 7.33 ($9.31) 12.49	$28.53	206.44%	Sold Out	0	-11,851
WEC	WEC Energy Group Inc	2024-12-31	Reduce Reduce	-0.02%	● 92.94 ($96.96) 101.82	$106.17	9.50%	Reduce -12.51%	3,945	-564
OGN	Organon & Co	2024-12-31	Reduce Reduce	0%	● 14.44 ($16.26) 18.78	$13.76	-15.38%	Reduce -0.54%	31,200	-170
VTRS	Viatris Inc	2024-12-31	Reduce Reduce	0%	● 11.32 ($12.3) 13.37	$16.51	34.23%	Reduce -0.94%	58,279	-554
AER	AerCap Holdings NV	2024-09-30	New Buy New Buy	+2.21%	● 86.24 ($93.71) 98.28	$145.94	55.74%	New holding	80,000	80,000
ADM	Archer-Daniels Midland Co	2024-09-30	Add Add	+0.88%	● 57.96 ($60.96) 65.72	$81.29	33.35%	Add 100%	100,000	50,000
ABBV	AbbVie Inc	2024-09-30	Reduce Reduce	-0.86%	● 163.84 ($186.63) 199.35	$256.42	37.39%	Reduce -9.29%	146,500	-15,000
BG	Bunge Global SA	2024-09-30	Add Add	+0.85%	● 94.72 ($102.3) 114.56	$116.21	13.60%	Add 60%	80,000	30,000
UHAL.B	U-Haul Holding Co	2024-09-30	Reduce Reduce	-0.71%	● 57.18 ($64.99) 73.21	$59.67	-8.19%	Reduce -6.52%	507,550	-35,400
DAR	Darling Ingredients Inc	2024-09-30	Add Add	+0.55%	● 33.99 ($37.7) 41.78	$66.27	75.78%	Add 34%	201,000	51,000
MRK	Merck & Co Inc	2024-09-30	Reduce Reduce	-0.41%	● 111.15 ($118.8) 128.97	$147.76	24.38%	Reduce -4.45%	214,500	-10,000
DUK	Duke Energy Corp	2024-09-30	Reduce Reduce	-0.33%	● 99.35 ($111.3) 117.7	$119.91	7.74%	Reduce -4.86%	195,816	-10,000

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