 | |
Robert Bruce13F | |
| Bruce & Co. | |
| Last update 2026-08-14 | 41 Stocks (0 new) |
| Value $370.00 Mil | Turnover 1 % |
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 Top Holdings of 2026-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABBV | AbbVie Inc | 121,000 | 30,448.4 | -1.22% | 8.240 | -0.09% | 0.010 | +20.70% | +15.65% | 456,181.3 | Drug Manufacturers | |
ALL | Allstate Corp | 122,500 | 29,147.7 | -2.39% | 7.890 | -0.18% | 0.050 | +24.00% | +25.05% | 65,141.3 | Insurance | |
AER | AerCap Holdings NV | 185,000 | 26,969.3 | +0.82% | 7.300 | +0.06% | 0.120 | +4.63% | +3.77% | 23,258.5 | Business Services | |
NEE | NextEra Energy Inc | 294,300 | 25,830.7 | -2.00% | 6.990 | -0.16% | 0.010 | -4.07% | +5.45% | 174,116.6 | Utilities - Regulated | |
MRK | Merck & Co Inc | 190,800 | 24,517.8 | -1.04% | 6.640 | -0.07% | 0.010 | +25.26% | +44.15% | 368,940.8 | Drug Manufacturers | |
UHAL.B | U-Haul Holding Co | 417,000 | 24,060.9 | -7.74% | 6.510 | -0.45% | 0.210 | +27.95% | +29.17% | 11,869.1 | Business Services | |
DUK | Duke Energy Corp | 144,816 | 18,330.8 | -0.69% | 4.960 | -0.04% | 0.020 | -2.75% | +5.80% | 94,219.2 | Utilities - Regulated | |
VICR | Vicor Corp | 48,000 | 18,229.4 | -26.15% | 4.930 | -0.78% | 0.100 | -41.01% | +86.14% | 9,406.2 | Hardware | |
XEL | Xcel Energy Inc | 182,500 | 14,654.8 | -1.08% | 3.970 | -0.05% | 0.030 | -4.02% | +6.03% | 48,196.8 | Utilities - Regulated | |
CMS | CMS Energy Corp | 153,000 | 11,704.5 | -1.92% | 3.170 | -0.07% | 0.050 | -7.17% | +0.04% | 21,433.0 | Utilities - Regulated |
Robert Bruce's Historical Top Holdings Breakdowns
Robert Bruce'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VICR | Vicor Corp | 2026-06-30 | Reduce Reduce | -0.78% | 155.64 ($271.28) 379.78 | $204.01 | -24.80% | Reduce -26.15% | 48,000 | -17,000 | |
SUPN | Supernus Pharmaceuticals Inc | 2026-06-30 | Add Add | +0.63% | 43.58 ($48.09) 52.28 | $44.19 | -8.11% | Add 50% | 150,000 | 50,000 | |
BBNX | Beta Bionics Inc | 2026-06-30 | Add Add | +0.49% | 8.86 ($11.86) 17 | $19.55 | 64.84% | 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 | $60.25 | 21.20% | Reduce -7.74% | 417,000 | -35,000 | |
ALL | Allstate Corp | 2026-06-30 | Reduce Reduce | -0.18% | 204.1 ($217.18) 241.38 | $257.62 | 18.62% | Reduce -2.39% | 122,500 | -3,000 | |
NEE | NextEra Energy Inc | 2026-06-30 | Reduce Reduce | -0.16% | 83.66 ($90.49) 97.88 | $83.47 | -7.76% | Reduce -2% | 294,300 | -6,000 | |
FATE | Fate Therapeutics Inc | 2026-06-30 | Add Add | +0.15% | 1.15 ($1.84) 2.84 | $2.53 | 37.50% | Add 25.34% | 989,188 | 200,000 | |
AAPL | Apple Inc | 2026-06-30 | Reduce Reduce | -0.14% | 253.5 ($285.52) 315.2 | $314.58 | 10.18% | Reduce -5.14% | 36,900 | -2,000 | |
ABBV | AbbVie Inc | 2026-06-30 | Reduce Reduce | -0.09% | 197.38 ($215.18) 254.31 | $258.15 | 19.97% | Reduce -1.22% | 121,000 | -1,500 | |
CMS | CMS Energy Corp | 2026-06-30 | Reduce Reduce | -0.07% | 70.22 ($74.99) 79.94 | $68.35 | -8.85% | Reduce -1.92% | 153,000 | -3,000 |
Robert Bruce Total Holding History ($B)
Robert Bruce's Asset Allocation
Robert Bruce Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Robert Bruce's Hypothetical Growth since 2026-06-30
Robert Bruce's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Robert Bruce's Holdings Heat Map
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Robert Bruce's Holdings Bubble Chart
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