Institutional Manager · CIK 0001595747
Roberts Foundation
San Mateo, CA · File #028-24757
Latest AUM
$36.9M
Positions
2
Top-10 Concentration
100.0%
Filings
5
Filing History
View all filings →Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PROCTER AND GAMBLE CO | 742718109 | 236,273 | $33.9M | 91.68% |
| 2 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 82,025 | $3.1M | 8.32% |