Roberts Glore & CO Inc has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $328 Million distributed in 208 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 $26.1M, Apple Inc. with a value of $18M, Microsoft Corp with a value of $17.6M, Alphabet Inc. with a value of $10.9M, and Vanguard Mun Bd Fds Tax Exempt with a value of $10.3M.
Examining the 13F form we can see an decrease of $12.7M in the current position value, from $341M 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: $69.8 Million
Technology: $56.8 Million
Financial Services: $54.6 Million
Healthcare: $50.3 Million
Industrials: $30.3 Million
Communication Services: $25.2 Million
Consumer Cyclical: $15.6 Million
Consumer Defensive: $15.6 Million
Other: $9.97 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
