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BRUCE FUND | BRUFXMutual Fund | |
| BRUCE FUND INC | |
| Last update 2025-02-28 | 37 Stocks (1 new) |
| Value $282.00 Mil | Turnover 3 % |
BRUCE FUND Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UHAL.B | U-Haul Holding Co | 400,000 | 25,620.0 | -6.98% | 9.100 | -0.70% | 0.210 | -17.31% | -15.95% | 10,260.9 | Business Services | |
ALL | Allstate Corp | 115,000 | 22,170.8 | -4.17% | 7.880 | -0.31% | 0.040 | +5.98% | +1.51% | 51,630.5 | Insurance | |
DUK | Duke Energy Corp | 190,000 | 20,470.6 | 0% | 7.270 | 0% | 0.020 | +12.08% | +13.74% | 94,346.0 | Utilities - Regulated | |
MRK | Merck & Co Inc | 200,000 | 19,896.0 | 0% | 7.070 | 0% | 0.010 | -17.81% | -20.16% | 198,140.9 | Drug Manufacturers | |
ABBV | AbbVie Inc | 110,000 | 19,547.0 | 0% | 6.940 | 0% | 0.010 | +4.70% | +1.50% | 313,197.6 | Drug Manufacturers | |
NEE | NextEra Energy Inc | 270,000 | 19,356.3 | -3.57% | 6.880 | -0.28% | 0.010 | -2.03% | -5.39% | 138,480.7 | Utilities - Regulated | |
CMS | CMS Energy Corp | 280,000 | 18,662.0 | -6.67% | 6.630 | -0.46% | 0.090 | +12.47% | +11.14% | 21,984.9 | Utilities - Regulated | |
ABT | Abbott Laboratories | 144,500 | 16,344.4 | 0% | 5.810 | 0% | 0.010 | +5.86% | +15.93% | 225,184.6 | Medical Devices & Instruments | |
T | AT&T Inc | 700,000 | 15,939.0 | -22.22% | 5.660 | -1.43% | 0.010 | +21.96% | +22.21% | 195,788.2 | Telecommunication Services | |
AER | AerCap Holdings NV | 150,000 | 14,355.0 | +87.50% | 5.100 | +2.38% | 0.080 | +5.25% | +4.78% | 18,678.3 | Business Services |
BRUCE FUND's Historical Top Holdings Breakdowns
BRUCE FUND's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AER | AerCap Holdings NV | 2024-12-31 | Add | +2.38% | 91.85 ($95.96) 100.3 | $100.00 | 4.21% | Add 87.5% | 150,000 | 70,000 | |
T | AT&T Inc | 2024-12-31 | Reduce | -1.43% | 21.22 ($22.51) 23.88 | $27.19 | 20.79% | Reduce -22.22% | 700,000 | -200,000 | |
DAR | Darling Ingredients Inc | 2024-12-31 | Reduce | -0.73% | 33 ($37.82) 43.05 | $30.35 | -19.75% | Reduce -31.58% | 130,000 | -60,000 | |
UHAL.B | U-Haul Holding Co | 2024-12-31 | Reduce | -0.70% | 60.25 ($65.66) 70.91 | $53.79 | -18.08% | Reduce -6.98% | 400,000 | -30,000 | |
BHC | Bausch Health Companies Inc | 2024-12-31 | Reduce | -0.61% | 7.34 ($8.24) 9.78 | $5.17 | -37.26% | Reduce -76.67% | 70,000 | -230,000 | |
LLY | Eli Lilly and Co | 2024-12-31 | New Buy | +0.55% | 727.2 ($827.11) 932.06 | $829.42 | 0.28% | New holding | 2,000 | 2,000 | |
CMS | CMS Energy Corp | 2024-12-31 | Reduce | -0.46% | 65.76 ($68.76) 72.1 | $73.50 | 6.89% | Reduce -6.67% | 280,000 | -20,000 | |
ALL | Allstate Corp | 2024-12-31 | Reduce | -0.31% | 181.25 ($194.18) 208.2 | $194.73 | 0.28% | Reduce -4.17% | 115,000 | -5,000 | |
NEE | NextEra Energy Inc | 2024-12-31 | Reduce | -0.28% | 69.77 ($77.56) 85.43 | $67.27 | -13.27% | Reduce -3.57% | 270,000 | -10,000 | |
KOD | Kodiak Sciences Inc | 2024-12-31 | Reduce | -0.09% | 2.6 ($5.8) 10.9 | $3.99 | -31.21% | Reduce -23.64% | 323,000 | -100,000 |
BRUCE FUND Total Holding History ($B)
BRUCE FUND's Asset Allocation
BRUCE FUND Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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BRUCE FUND's Hypothetical Growth since 2024-12-31
BRUCE FUND's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BRUCE FUND's Holdings Heat Map
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BRUCE FUND's Holdings Bubble Chart
BRUCE FUND News
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