Roberts Foundation Portfolio Holdings

Roberts Foundation

  • $37.6 Billion
  • Q3 2025

Roberts Foundation has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $37.6 Billion distributed in 2 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $36B and Brightspring Health Svcs Inc with a value of $1.52B.

Examining the 13F form we can see an increase of $2.67B in the current position value, from $34.9B to 37.6B.

Roberts Foundation is based out at San Mateo, CA

Below you can find more details about Roberts Foundation portfolio as well as his latest detailed transactions.

Portfolio value $37.6 Billion
Consumer Defensive: $36 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$346B
$36 Billion 95.96% of portfolio
234,587
Q3 2025 Added 10.98%
Brightspring Health Svcs Inc
-
$1.52 Billion 4.04% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 2
  • Current Value $37.6 Billion
  • Prior Value $34.9 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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