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Robert Bruce
Portfolio: Top Holdings & Stock Picks

Bruce & Co., Inc.

Value Investing

Robert Bruce (Bruce & Co., Inc.) disclosed 40 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $322.94 M billion and a turnover rate of 0.4%.

Portfolio Value
$322.94 M
Total Holdings
39
Latest Filing
Q3 2025
Nov 13, 2025
Turnover Rate
0.43%

Robert Bruce Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
127,500 $29.52 M 9.14% >10 Years 0.00%
ALL
125,500 $26.94 M 8.34% >10 Years 0.00%
N/A
FPL GROUP INC
315,000 $23.78 M 7.36% >10 Years 0.00%
452,000 $23.01 M 7.12% 2.7 Years 0.00%
AER
183,500 $22.2 M 6.88% 1 Years 0.00%
DUK
155,816 $19.28 M 5.97% >10 Years -11.38%
ABT
133,800 $17.92 M 5.55% >10 Years 0.00%
N/A
MERCK & CO INC
192,800 $16.18 M 5.01% >10 Years 0.00%
XEL
194,500 $15.69 M 4.86% >10 Years 0.00%
T
523,000 $14.77 M 4.57% 3.5 Years -22.29%

Recent Moves

Added to Core Holding
+20,000 Shares | +$980,800 Value
Modest increase in Materials
Q3 2025
Reduced Exposure to Position
-150,000 Shares | -$4.24 M Value
Reduced exposure to Communication Services
Q3 2025
Complete Exit
-521,874 Shares | -$688,874 Value
Cleared LVTX, sector remains in portfolio
Q3 2025
Reduced Exposure to Position
-40,000 Shares | -$2.93 M Value
Reduced exposure to Utilities
Q3 2025

Robert Bruce's Historical Top Holdings Breakdown

Portfolio Date:

Robert Bruce Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
T
09/30/2025 Reduce -22.3% 523,000 -150,000 $4.24 M
CMS
09/30/2025 Reduce -20.4% 156,000 -40,000 $2.93 M
DUK
09/30/2025 Reduce -11.4% 155,816 -20,000 $2.48 M
LYB
09/30/2025 Add 50.0% 60,000 20,000 $980,800
KOD
09/30/2025 Reduce -13.5% 279,308 -43,692 $715,238.05
09/30/2025 Sold Out 521,874 -521,874 $688,874
09/30/2025 Add 69.9% 729,188 300,000 $378,000.05
09/30/2025 Reduce -20.8% 438,652 -115,000 $265,649.97
LYB
06/30/2025 New Buy 40,000 40,000 $2.31 M
CMS
06/30/2025 Reduce -13.3% 196,000 -30,000 $2.08 M

Robert Bruce's Sector Breakdowns

Portfolio Date:

About Robert Bruce

Robert L. Bruce is the Chief Investment Officer of the Edgar Lomax Company, an investment management firm founded in 1986. The firm is known for its value-oriented investment strategy focused on large-cap domestic equities for institutional clients. Bruce oversees the firm's investment process, which is grounded in fundamental analysis and a commitment to investing in dividend-paying stocks.

Frequently Asked Questions

As of 2025-09-30, Robert Bruce holds 39 stocks. Top positions include ABBV, ALL, , UHAL.B, AER. For full portfolio details, please visit Robert Bruce’s portfolio.

Robert Bruce did not initiate any new positions in the latest quarter.

According to the 13F filing for Q3 2025, Robert Bruce increased their stake in LYB.

Robert Bruce’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.