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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

43 changes from Robert Bruce (Bruce & Co), filed 2025-08-14 for period end 2025-06-30.

$308.5M portfolio value
StockActionChangeCurrentPortfolio Impact
45774W108
Insteel
Increased$3.7M$12.8M1.21%
125896100
CMS Energy
Reduced-$3.4M$13.6M1.10%
00287Y109
Abbvie
Reduced-$3.0M$23.7M0.99%
589331107
Merck
Reduced-$2.9M$15.3M0.95%
N00985106
AerCap Holdings
Increased$2.7M$21.5M0.88%
N53745100
Lyondellbasell
New$2.3M$2.3M0.75%
23586506
Uhaul B
Reduced-$2.2M$24.6M0.70%
651639106
Newmont
Increased$998,000$5.8M0.32%
925815102
Vicor
Increased$807,800$4.1M0.26%
05379B107
Avista
Reduced-$789,880$7.6M0.26%
71535D106
Personalis
Increased$771,650$1.7M0.25%
20002101
Allstate
Reduced-$722,880$25.3M0.23%
26441C204
Duke Energy
Reduced-$697,990$20.7M0.23%
37833100
Apple
Reduced-$659,744$8.0M0.21%
00430HAC6
Accelerate Diagnostic
Reduced-$658,514$658,5150.21%
237266101
Darling Ingredients
Increased$565,300$5.0M0.18%
92333F101
Venture Global
Increased$528,000$1.6M0.17%
98389B100
XCEL Energy
Reduced-$523,205$13.2M0.17%
39483102
Archer Daniels
Increased$477,000$5.3M0.15%
68622V106
Organon
Sold out-$464,568$00.15%
302571104
Nextera Energy
Reduced-$463,050$21.9M0.15%
2824100
Abbott
Increased$449,568$18.2M0.15%
00206R102
AT & T
Increased$444,180$19.5M0.14%
23586100
Uhaul
Reduced-$354,720$4.5M0.11%
749607107
RLI
Reduced-$330,888$2.9M0.11%
H11356104
Bunge
Increased$308,800$6.4M0.10%
717081103
Pfizer
Reduced-$299,090$6.6M0.10%
50015M109
Kodiak Sciences
Increased$297,160$1.2M0.10%
56400P706
Mannkind
Reduced-$251,644$729,5730.08%
65443P102
908 Devices
Increased$180,958$486,8790.06%
268311107
EDAP
Reduced-$177,169$907,9890.06%
163851108
Chemours
Increased$156,500$2.9M0.05%
44209104
Ashland
Reduced-$135,150$754,2000.04%
449585108
IGM Bioscience
Sold out-$115,000$00.04%
868459108
Supernus
Reduced-$100,989$2.6M0.03%
532457108
Eli Lilly
Reduced-$92,760$1.6M0.03%
142038108
Caribou Biosciences
Increased$87,500$315,0000.03%
31189P102
Fate Theraputics
Increased$46,191$480,6910.01%
92939U106
WEC Energy
Increased$40,081$411,0690.01%
91911K102
Bausch Health
Increased$32,490$1.1M0.01%
N51517105
Lava Theraputics
Increased$26,094$688,8740.01%
82968B103
XM Sirius
Increased$23,987$1.3M0.01%
92556V106
Viatris
Increased$12,821$520,4310.00%

Evidence

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Warren Buffett (Berkshire Hathaway) filed a 13F change in 25816109 (25816109) on 2025-08-14, covering period end 2025-03-31.

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Warren Buffett (Berkshire Hathaway) filed a 13F change in 60505104 (60505104) on 2025-08-14, covering period end 2025-03-31.

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