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.
Portfolio value
$341 Million
ETFs: $71.1 Million
Technology: $57.3 Million
Healthcare: $56.6 Million
Financial Services: $55.1 Million
Industrials: $33.6 Million
Communication Services: $23.4 Million
Consumer Defensive: $17.5 Million
Consumer Cyclical: $15.1 Million
Other: $11.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
