
	Robert Bruce 13F
	Bruce & Co.

	Last update 2024-08-09	38 Stocks (1 new)
	Value $299.00 Mil	Turnover 7 %
	Countries: Top Holdings: UHAL.B(10.89%)MRK(9.29%)ABBV(9.26%)NEE(7.89%)ALL(6.96%) Portfolio Report

Robert Bruce Profile

Robert Bruce is the founder of Bruce & Co, the investment firm that serves as the advisor to the Bruce Fund (BRUFX). The Bruce Fund is run by Robert Bruce and his son, Robert Jeffrey Bruce. The Fund focuses primarily on common stock investments, though it also invests in high-yield and distressed debt. It may invest in some long-term U.S. government securities if the managers cannot find attractive opportunities elsewhere.

Robert Bruce Investing Philosophy

The Fund invests mostly in small- and mid-cap stocks, with the occasional large-cap, as well as convertible and distressed bonds. The Bruces tend to hold their stocks for the long-term, generally preferring the securities of distressed companies that are trading at a significant discount but which they believe can make a turnaround.

Robert Bruce's Portfolio

Robert Bruce Current Holdings

Ticker
Ticker
WEC
RLI
FATE
VICR
IGMS
NEM
CRBU
ABBV
NEE
AAPL
WBD
UHAL.B
UHAL
PFE
ALL
T
MRK
XEL
ABT
CMS

Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
WEC	WEC Energy Group Inc	4,509	353.780	New Holding	0.120	+0.12%	0.000	+6.26%	+16.18%	30025.200	Utilities - Regulated
RLI	RLI Corp	22,400	3151.460	+1,020.00%	1.050	+0.96%	0.050	+5.94%	+19.57%	7251.705	Insurance
FATE	Fate Therapeutics Inc	300,000	984.000	+109.79%	0.330	+0.17%	0.260	-40.39%	-26.20%	314.303	Biotechnology
VICR	Vicor Corp	70,000	2321.200	+55.56%	0.780	+0.28%	0.160	+25.05%	+4.43%	2118.119	Hardware
IGMS	IGM Biosciences Inc	100,000	687.000	+53.85%	0.230	+0.08%	0.170	+79.94%	+89.47%	933.972	Biotechnology
NEM	Newmont Corp	100,000	4187.000	+52.44%	1.400	+0.48%	0.010	-5.21%	+12.64%	52095.494	Metals & Mining
CRBU	Caribou Biosciences Inc	300,000	492.000	+50.00%	0.160	+0.05%	0.330	+9.62%	-59.25%	210.997	Biotechnology
ABBV	AbbVie Inc	161,500	27700.480	+17.03%	9.260	+1.35%	0.010	+6.75%	+34.09%	354258.621	Drug Manufacturers
NEE	NextEra Energy Inc	333,300	23600.970	+13.52%	7.890	+0.94%	0.020	-0.41%	+31.90%	161160.424	Utilities - Regulated
AAPL	Apple Inc	39,700	8361.610	+13.11%	2.790	+0.32%	0.000	+1.14%	+15.81%	3357526.605	Hardware
WBD	Warner Bros. Discovery Inc	11,851	88.170	+11.36%	0.030	0%	0.000	-1.21%	-28.21%	20032.091	Media - Diversified
UHAL.B	U-Haul Holding Co	542,950	32587.860	+10.05%	10.890	+0.99%	0.290	+9.98%	-3.62%	12881.982	Business Services
UHAL	U-Haul Holding Co	75,105	4636.230	+6.07%	1.550	+0.09%	0.040	+14.42%	+3.45%	12881.982	Business Services
PFE	Pfizer Inc	276,400	7733.670	+2.94%	2.580	+0.07%	0.000	-8.77%	+0.75%	157307.455	Drug Manufacturers
ALL	Allstate Corp	130,500	20835.630	+2.59%	6.960	+0.18%	0.050	+3.65%	+32.42%	48292.207	Insurance
T	AT&T Inc	984,000	18804.240	+2.39%	6.290	+0.15%	0.010	+14.62%	+38.71%	157282.338	Telecommunication Services
MRK	Merck & Co Inc	224,500	27793.100	+1.72%	9.290	+0.16%	0.010	-10.98%	-4.77%	258221.025	Drug Manufacturers
XEL	Xcel Energy Inc	196,000	10468.360	+1.55%	3.500	+0.05%	0.040	+11.14%	+9.52%	37808.076	Utilities - Regulated
ABT	Abbott Laboratories	152,300	15825.490	+1.53%	5.290	+0.08%	0.010	+6.19%	+9.02%	204058.741	Medical Devices & Instruments
CMS	CMS Energy Corp	320,000	19049.600	+1.27%	6.370	+0.08%	0.110	+3.43%	+20.78%	20433.897	Utilities - Regulated

100/Page

Total 38

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