Institutional Fund
Bruce & Co., Inc.
Chicago, ILCIK 13583315 filings on record
Portfolio Value
$349.66M
Q1 2026
Holdings
41
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+8.4%
from $322.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nextera Energy8.0%
- Abbvie Inc7.6%
- Allstate Corp7.3%
- Aercap Holdings NV7.2%
- Merck & Co Inc6.6%
- U Haul Holding Company5.8%
- Other57.5%
Portfolio Holdings
41 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nextera Energy | 300.3K | $27.89M | 8.0% | −10.0K | Reduced |
| 2 | Abbvie Inc | 122.5K | $26.64M | 7.6% | 0 | Held |
| 3 | Allstate Corp | 125.5K | $25.64M | 7.3% | 0 | Held |
| 4 | Aercap Holdings NV | 183.5K | $25.17M | 7.2% | 0 | Held |
| 5 | Merck & Co Inc | 192.8K | $23.19M | 6.6% | 0 | Held |
| 6 | U Haul Holding Company | 452.0K | $20.19M | 5.8% | 0 | Held |
| 7 | Duke Energy Corp New | 145.8K | $19.09M | 5.5% | −10.0K | Reduced |
| 8 | At&T Inc | 523.0K | $15.16M | 4.3% | 0 | Held |
| 9 | Xcel Energy Inc | 184.5K | $14.66M | 4.2% | −10.0K | Reduced |
| 10 | Cms Energy Corp | 156.0K | $12.10M | 3.5% | 0 | Held |
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