Roberts Glore & CO Inc Portfolio Holdings
Roberts Glore & CO Inc
- $341 Million
- Q3 2024
Roberts Glore & CO Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $341 Million distributed in 209 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 $26.7M, Microsoft Corp with a value of $18M, Apple Inc. with a value of $17M, Vanguard Mun Bd Fds Tax Exempt with a value of $11.2M, and Vanguard Sht Trm Inflt Prot Fd with a value of $10.3M.
Examining the 13F form we can see an increase of $12.7M in the current position value, from $328M to 341M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 209
- Current Value $341 Million
- Prior Value $328 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 9 stocks
- Additional Purchases 41 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks