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Roberts Foundation - Q4 2025 13F Filings

RO

Roberts Foundation

CIK: 0001595747
Address: California San Mateo 155 Bovet Rd, Suite 770
$36.93 M
Portfolio Value
2
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. BTSG Brightspring Health Services
+$1.15 M
2. PG The Procter & Gamble Company
+$241,620.66

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
-1.68%
$36.93 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Roberts Foundation Q4 2025 Filing Summary

Roberts Foundation filed its 13F report for Q4 2025 on February 06, 2026. The portfolio totaled 36.93 M reflecting a -1.68% change from the prior quarter, spanning 2 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.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Roberts Foundation’s Q4 2025 Filing

Roberts Foundation submitted their Form 13F-HR for the Q4 2025 period on 02/06/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Roberts Foundation reported a managed portfolio value of 36.93 M, consisting of 2 individual positions.

This page displays the raw filing documents. To see which stocks Roberts Foundation bought or sold during Q4 2025, please visit Roberts Foundation's Portfolio Analysis page.