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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 2025-05-14 for period end 2025-03-31.

$311.8M portfolio value
StockActionChangeCurrentPortfolio Impact
N00985106
AerCap Holdings
Increased$4.4M$18.7M1.41%
23586506
Uhaul B
Reduced-$3.2M$26.7M1.01%
589331107
Merck
Reduced-$3.0M$18.2M0.95%
163851108
Chemours
New$2.7M$2.7M0.87%
50015M109
Kodiak Sciences
Reduced-$2.3M$907,6300.74%
00287Y109
Abbvie
Increased$2.3M$26.7M0.73%
125896100
CMS Energy
Reduced-$2.1M$17.0M0.67%
00206R102
AT & T
Increased$1.4M$19.0M0.46%
651639106
Newmont
Increased$1.1M$4.8M0.35%
37833100
Apple
Reduced-$1.1M$8.6M0.35%
05379B107
Avista
Increased$1.1M$8.4M0.34%
92333F101
Venture Global
New$1.0M$1.0M0.33%
2824100
Abbott
Increased$974,357$17.7M0.31%
20002101
Allstate
Increased$828,190$26.0M0.27%
98389B100
XEL Energy
Increased$636,015$13.8M0.20%
71535D106
Personalis
Reduced-$574,310$888,0300.18%
449585108
IGM Bioscience
Reduced-$496,000$115,0000.16%
26441C204
Duke Energy
Increased$347,062$21.4M0.11%
237266101
Darling Ingredients
Reduced-$345,450$4.4M0.11%
717081103
Pfizer
Reduced-$323,561$6.9M0.10%
868459108
Supernus
Reduced-$279,978$2.7M0.09%
23586100
Uhaul
Reduced-$275,647$4.8M0.09%
56400P706
Mannkind
Reduced-$273,102$981,2170.09%
91911K102
Bausch Health
Reduced-$271,890$1.1M0.09%
302571104
Nextera Energy
Reduced-$252,000$22.3M0.08%
39483102
Archer Daniels
Reduced-$251,000$4.8M0.08%
45774W108
Insteel
Reduced-$243,830$9.0M0.08%
92556V106
Viatris
Reduced-$217,964$507,6100.07%
00484MAB2
Acorda Theraputics
Sold out-$200,000$00.06%
44209104
Ashland
Reduced-$182,550$889,3500.06%
142038108
Caribou Biosciences
Reduced-$170,000$227,5000.05%
65443P102
908 Devices
Increased$155,692$305,9210.05%
31189P102
Fate Theraputics
Reduced-$143,000$434,5000.05%
268311107
EDAP
Reduced-$138,413$1.1M0.04%
532457108
Eli Lilly
Increased$107,820$1.7M0.03%
925815102
Vicor
Reduced-$107,800$3.3M0.03%
H11356104
Bunge
Reduced-$107,200$6.1M0.03%
749607107
RLI
Reduced-$85,068$3.3M0.03%
N51517105
Lava Theraputics
Reduced-$70,500$662,7800.02%
82968B103
XM Sirius
Reduced-$16,556$1.3M0.01%
68622V106
Organon
Reduced-$936$464,5680.00%

Evidence

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