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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

41 changes from Robert Bruce (Bruce & Co), filed 2025-02-11 for period end 2024-12-31.

$311.4M portfolio value
StockActionChangeCurrentPortfolio Impact
N00985106
AerCap Holdings
Increased$6.8M$14.4M2.18%
23586506
Uhaul B
Reduced-$6.6M$29.9M2.13%
302571104
Nextera Energy
Reduced-$5.6M$22.6M1.80%
00287Y109
Abbvie
Reduced-$4.5M$24.4M1.44%
00206R102
AT & T
Reduced-$4.0M$17.6M1.30%
589331107
Merck
Reduced-$3.2M$21.2M1.02%
125896100
CMS Energy
Reduced-$2.8M$19.1M0.91%
237266101
Darling Ingredients
Reduced-$2.7M$4.8M0.87%
91911K102
Bausch Health
Reduced-$2.3M$1.4M0.74%
50015M109
Kodiak Sciences
Increased$2.1M$3.2M0.68%
651639106
Newmont
Reduced-$1.6M$3.7M0.52%
532457108
Eli Lilly
New$1.5M$1.5M0.50%
H11356104
Bunge
Reduced-$1.5M$6.2M0.48%
26441C204
Duke Energy
Reduced-$1.5M$21.1M0.48%
45774W108
Insteel
Reduced-$1.4M$9.3M0.45%
449585108
IGM Bioscience
Reduced-$1.0M$611,0000.33%
39483102
Archer Daniels
Reduced-$922,000$5.1M0.30%
717081103
Pfizer
Reduced-$785,509$7.2M0.25%
23586100
Uhaul
Reduced-$713,384$5.1M0.23%
31189P102
Fate Theraputics
Reduced-$647,500$577,5000.21%
2824100
Abbott
Reduced-$589,510$16.8M0.19%
N51517105
Lava Theraputics
Reduced-$548,031$733,2800.18%
37833100
Apple
Increased$491,238$9.7M0.16%
925815102
Vicor
Increased$435,400$3.4M0.14%
05379B107
Avista
Reduced-$427,180$7.4M0.14%
20002101
Allstate
Increased$409,770$25.2M0.13%
868459108
Supernus
Increased$408,883$3.0M0.13%
98389B100
XEL Energy
Increased$333,840$13.1M0.11%
44209104
Ashland
Reduced-$232,650$1.1M0.07%
142038108
Caribou Biosciences
Reduced-$190,500$397,5000.06%
268311107
EDAP
Reduced-$188,242$1.2M0.06%
71535D106
Personalis
Reduced-$151,660$1.5M0.05%
68622V106
Organon
Reduced-$134,604$465,5040.04%
749607107
RLI
Reduced-$109,020$3.4M0.04%
934423104
Warner Bros. Discovery
Sold out-$97,771$00.03%
65443P102
908 Devices
Reduced-$86,723$150,2290.03%
92939U106
WEC Energy
Reduced-$62,688$370,9880.02%
82968B103
XM Sirius
Reduced-$45,365$1.3M0.01%
92556V106
Viatris
Increased$42,523$725,5740.01%
56400P706
Mannkind
Increased$33,600$1.3M0.01%
00430HAC6
Accelerate Diagnostic
Increased$32,122$1.3M0.01%

Evidence

Related Cards

RB
IncreasedN00985106

Robert Bruce

Robert Bruce (Bruce & Co) filed a 13F change in AerCap Holdings (N00985106) on 2025-02-11, covering period end 2024-12-31.

RB
Reduced23586506

Robert Bruce

Robert Bruce (Bruce & Co) filed a 13F change in Uhaul B (23586506) on 2025-02-11, covering period end 2024-12-31.

RB
Reduced302571104

Robert Bruce

Robert Bruce (Bruce & Co) filed a 13F change in Nextera Energy (302571104) on 2025-02-11, covering period end 2024-12-31.

Robert Bruce (Bruce & Co) disclosed reduced in Abbvie | TradingNote AI