Roberts Foundation - Portfolio overview

Roberts Foundation has 2 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Consumer Defensive and Healthcare.

Largest reported holdings by portfolio allocation

1. PG - PROCTER AND GAMBLE CO, 95.77%
2. BTSG - BRIGHTSPRING HEALTH SVCS INC, 4.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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