13FBOX
Roberts Foundation · 13F Holdings
Options Calculator Rankings

Roberts Foundation

No.9671
Latest AUM (Q2 2026)
$35.1M
QoQ Change Q1 2026
+$789,364+2.3%
Holdings
1
New Buys
0
Adds
1
Reduces
0
Exits
0
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PROCTER & GAMBLE COPG
100%100%$35.1M239,639$34.4M237,824+1,815+0.76%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow