Roberts Foundation - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Roberts Foundation held in its portfolio 2 assets valued at $36,932,120 (i.e. $36.93M).

The most valuable assets in the portfolio included: PROCTER AND GAMBLE CO ($33.86M), and BRIGHTSPRING HEALTH SVCS INC ($3.07M),

The chart below shows the top 2 valuable assets, and the table below shows the top 2 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Roberts Foundation Portfolio

PROCTER AND GAMBLE CO

BRIGHTSPRING HEALTH SVCS INC

Roberts Foundation - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
PROCTER AND GAMBLE CO	236273	33860284	COM
BRIGHTSPRING HEALTH SVCS INC	82025	3071836	COM