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.
Robert Bruce Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 125,500 | $25.26 M | 8.19% | >10 Years | 0.00% | ||
| 452,000 | $24.58 M | 7.97% | 2.5 Years | 0.00% | ||
| 127,500 | $23.67 M | 7.67% | >10 Years | 0.00% | ||
|
N/A
|
FPL GROUP INC
|
315,000 | $21.87 M | 7.09% | >10 Years | 0.00% |
| 183,500 | $21.47 M | 6.96% | 0.75 Years | 0.00% | ||
| 175,816 | $20.75 M | 6.73% | >10 Years | 0.00% | ||
| 673,000 | $19.48 M | 6.31% | 3.2 Years | 0.00% | ||
| 133,800 | $18.2 M | 5.90% | >10 Years | 0.00% | ||
|
N/A
|
MERCK & CO INC
|
192,800 | $15.26 M | 4.95% | >10 Years | -4.93% |
| 196,000 | $13.58 M | 4.40% | >10 Years | -13.27% |
Recent Moves
Significant New Position
+40,000 Shares | +$2.31 M Value
Continues to build a major stake in the Materials sector
2025 Q2
Added to Core Holding
+20,000 Shares | +$907,200 Value
Modest increase in Technology
2025 Q2
Reduced Exposure to Position
-30,000 Shares | -$2.08 M Value
Reduced exposure to Utilities
2025 Q2
Complete Exit
-31,200 Shares | -$464,568 Value
Cleared OGN, sector remains in portfolio
2025 Q2
Robert Bruce's Historical Top Holdings Breakdown
Portfolio Date:
Robert Bruce Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | New Buy | 40,000 | 40,000 | $2.31 M | ||
| 06/30/2025 | Reduce -13.3% | 196,000 | -30,000 | $2.08 M | ||
| 06/30/2025 | Add 28.6% | 90,000 | 20,000 | $907,200 | ||
|
N/A
|
MERCK & CO INC
|
06/30/2025 | Reduce -4.9% | 192,800 | -10,000 | $791,600 |
| 06/30/2025 | Add 25.0% | 250,000 | 50,000 | $572,500 | ||
| 06/30/2025 | Sold Out | 31,200 | -31,200 | $464,568 | ||
| 06/30/2025 | Reduce -7.1% | 131,000 | -10,000 | $379,400 | ||
| 06/30/2025 | Reduce -22.0% | 429,188 | -120,812 | $135,309.56 | ||
| 06/30/2025 | Sold Out | 100,000 | -100,000 | $115,000 | ||
| 03/31/2025 | Reduce -21.0% | 226,000 | -60,000 | $4.51 M |