ROBERTS GLORE & CO INC /IL/ - Portfolio overview

ROBERTS GLORE & CO INC /IL/ has 237 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. BRKB - BERKSHIRE HATHAWAY INC DEL, 6.61%
  2. AAPL - APPLE INC, 4.43%
  3. MSFT - MICROSOFT CORP, 4.04%

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

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