Roberts Foundation filed its 13F report for Q1 2026 on April 20, 2026. The portfolio totaled 34.35 M reflecting a -6.99% change from the prior quarter, spanning 1 assets. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 1 complete exits.
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Roberts Foundation submitted their Form 13F-HR for the Q1 2026 period on 04/20/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Roberts Foundation reported a managed portfolio value of 34.35 M, consisting of 1 individual positions.
This page displays the raw filing documents. To see which stocks Roberts Foundation bought or sold during Q1 2026, please visit Roberts Foundation's Portfolio Analysis page.