Roberts Glore & CO Inc has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $328 Million distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $24M, Microsoft Corp with a value of $18.8M, Apple Inc. with a value of $15.6M, Vanguard Mun Bd Fds Tax Exempt with a value of $11.2M, and Alphabet Inc. with a value of $11.2M.
Examining the 13F form we can see an decrease of $1.63M in the current position value, from $330M to 328M.
Roberts Glore & CO Inc is based out at Deerfield, IL
Below you can find more details about Roberts Glore & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$328 Million
ETFs: $68.9 Million
Technology: $56.9 Million
Healthcare: $56.8 Million
Financial Services: $51.3 Million
Industrials: $29.3 Million
Communication Services: $25.1 Million
Consumer Defensive: $16.1 Million
Consumer Cyclical: $14 Million
Other: $9.86 Million
Stock Holdings Table Market Cap. of $200 Billions or more
