Roberts Foundation
•CIK: 1595747•Filing: Q4 2025
**Roberts Foundation** is a focused, actively managed fund with current assets under management of $37M. The portfolio maintains a concentrated stance, currently holding two primary positions. The largest allocation is to PG, representing $33.9M, while a secondary position is held in BTSG at $3.1M. This structure indicates a highly selective investment approach targeting specific market leaders.
Total AUM
$36.9M
QoQ Performance
-1.7%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
PG
BTSG
PG91.7%
BTSG8.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Changes from Q3 2025
↑2 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024