Roberts Foundation

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Roberts Foundation reported 1 stock position worth $35.1 million. Its top holding was Procter & Gamble (PG) at 100.0% of the portfolio. Compared with Q1 2026, it added to 1. The biggest buy was Procter & Gamble (PG, shares +1%).

Most Recent 13F
Q2 2026
Location
San Mateo, CA
CIK
0001595747
Portfolio Value
$35.1M (Q2 2026)
SEC Filing
0001193125-26-344105 ↗ filed Aug 11, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $208.8M Q4 2024 Q1 2025: $155.1M Q1 2025 Q2 2025: $34.9M Q2 2025 Q3 2025: $37.6M Q3 2025 Q4 2025: $36.9M Q4 2025 Q1 2026: $34.4M Q1 2026 Q2 2026: $35.1M $35.1M Q2 2026

Holdings 1 stocks · $35.1M

PG The Procter & Gamble Co. 100.00% 239,639 $35.1M Add +0.8%

Portfolio Sells Q1 2026 → Q2 2026

None this quarter.

Portfolio Buys Q1 2026 → Q2 2026

PG The Procter & Gamble Co. Add +0.8% 100.00% 0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$35.1MPG
Q1 2026 1$34.4MPG
Q4 2025 2$36.9MPG, BTSG
Q3 2025 2$37.6MPG, BTSG
Q2 2025 2$34.9MPG, BTSG
Q1 2025 2$155.1MKKR, PG
Q4 2024 3$208.8MKKR, PG, APP