Roberts Foundation reported 1 positions worth $35.14M for the quarter ended Jun 30, 2026, up 2.3% on the prior quarter. It opened 0 new positions, added to 1, trimmed 0 and exited 0. Its largest holding is PROCTER & GAMBLE Co at 100% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PG PROCTER & GAMBLE Co | +1,815 | +0.8% | $266.15K | 100% |
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PG PROCTER & GAMBLE Co | Consumer Staples | 239.6K | $35.14M | 100% | +1,815 | +0.8% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Roberts Foundation.
As of its Q2 2026 13F filing, Roberts Foundation’s five largest positions were PROCTER & GAMBLE Co (PG) at 100.0% of the reported portfolio.
Roberts Foundation reported a 13F portfolio worth $35.14M across 1 positions for Q2 2026. That is up 2.3% from the previous quarter.
Its largest purchases by value were PROCTER & GAMBLE Co ($266.15K). It opened 0 new positions.
From the Form 13F-HR reports Roberts Foundation files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.