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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 2025-11-13 for period end 2025-09-30.

$322.9M portfolio value
StockActionChangeCurrentPortfolio Impact
00287Y109
Abbvie
Increased$5.9M$29.5M1.81%
00206R102
AT & T
Reduced-$4.7M$14.8M1.46%
50015M109
Kodiak Sciences
Increased$3.4M$4.6M1.04%
651639106
Newmont
Increased$2.6M$8.4M0.81%
98389B100
XCEL Energy
Increased$2.4M$15.7M0.76%
125896100
CMS Energy
Reduced-$2.2M$11.4M0.67%
37833100
Apple
Increased$1.9M$9.9M0.60%
302571104
Nextera Energy
Increased$1.9M$23.8M0.59%
20002101
Allstate
Increased$1.7M$26.9M0.52%
23586506
Uhaul B
Reduced-$1.6M$23.0M0.49%
26441C204
Duke Energy
Reduced-$1.5M$19.3M0.45%
868459108
Supernus
Increased$1.3M$3.9M0.41%
163851108
Chemours
Increased$1.1M$4.0M0.34%
237266101
Darling Ingredients
Reduced-$926,170$4.0M0.29%
589331107
Merck
Increased$919,656$16.2M0.28%
N00985106
AerCap Holdings
Increased$734,000$22.2M0.23%
39483102
Archer Daniels
Increased$696,000$6.0M0.22%
N51517105
Lava Theraputics
Sold out-$688,874$00.21%
00430HAC6
Accelerate Diagnostic
Sold out-$658,515$00.20%
N53745100
Lyondellbasell
Increased$628,000$2.9M0.19%
31189P102
Fate Theraputics
Increased$438,086$918,7770.14%
925815102
Vicor
Increased$392,400$4.5M0.12%
45774W108
Insteel
Increased$388,068$13.2M0.12%
717081103
Pfizer
Increased$337,156$6.9M0.10%
56400P706
Mannkind
Increased$317,969$1.0M0.10%
749607107
RLI
Reduced-$285,600$2.7M0.09%
2824100
Abbott
Reduced-$276,966$17.9M0.09%
142038108
Caribou Biosciences
Increased$267,500$582,5000.08%
23586100
Uhaul
Reduced-$257,911$4.2M0.08%
92333F101
Venture Global
Reduced-$139,000$1.4M0.04%
65443P102
908 Devices
Increased$111,306$598,1850.03%
268311107
EDAP
Increased$105,297$1.0M0.03%
H11356104
Bunge
Increased$77,600$6.5M0.02%
92556V106
Viatris
Increased$56,531$576,9620.02%
92939U106
WEC Energy
Increased$40,989$452,0580.01%
91911K102
Bausch Health
Reduced-$35,910$1.1M0.01%
44209104
Ashland
Reduced-$35,550$718,6500.01%
532457108
Eli Lilly
Reduced-$33,060$1.5M0.01%
05379B107
Avista
Reduced-$28,210$7.6M0.01%
82968B103
XM Sirius
Increased$17,015$1.3M0.01%
71535D106
Personalis
Reduced-$10,120$1.6M0.00%

Evidence

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Stephen I Miran reported a purchase transaction in BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF (IVV) on 2025-11-13.

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Mohnish Pabrai (Dalal Street) filed a 13F change in TRANSOCEAN LTD (H8817H100) on 2025-11-13, covering period end 2025-09-30.

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