No sell transactions available for this period
Roberts Foundation filed its 13F report for Q2 2026 on August 11, 2026. The portfolio totaled 35.14 M reflecting a +2.30% 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. No significant position changes were reported during the quarter.
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Roberts Foundation submitted their Form 13F-HR for the Q2 2026 period on 08/11/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Roberts Foundation reported a managed portfolio value of 35.14 M, consisting of 1 individual positions.
This page displays the raw filing documents. To see which stocks Roberts Foundation bought or sold during Q2 2026, please visit Roberts Foundation's Portfolio Analysis page.