Bruce & Co., Inc.
•CIK: 1358331•Filing: Q4 2025
**Bruce & Co., Inc.** manages $323M across a portfolio of 39 positions, exhibiting a concentrated, value-oriented approach. Top holdings reveal significant allocations to healthcare and utilities, notably ABBV ($28.0M) and BEN ($26.4M). The fund maintains substantial exposure to defensive sectors, with combined positions in ABBV, BEN, ALS, and NEE exceeding $100M. This structure suggests a focus on established, resilient market leaders.
Total AUM
$322.5M
QoQ Performance
-0.1%
Positions
39
Top 10 Concentration
64.1%
Latest Filing
Q4 2025
Top Holdings Allocation
ABBV
AER
ALS
Next
UHAL/B
Merc
DUK
ABBV8.7%
AER8.2%
ALS8.1%
Nextera7.7%
UHAL/B6.6%
Merck6.3%
DUK5.7%
XEL4.5%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
Other71.2%
Healthcare15.9%
Utilities5.7%
Communication4.0%
Technology3.3%
Changes from Q3 2025
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023