Institutional Fund
Roberts Foundation
San Mateo, CACIK 15957475 filings on record
Portfolio Value
$34.35M
Q1 2026
Holdings
1
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-7.0%
from $36.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Procter And Gamble Co100.0%
Portfolio Holdings
1 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Procter And Gamble Co | 237.8K | $34.35M | 100.0% | +1.6K | Added |