Roberts Foundation
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Roberts Foundation reported 2 stock positions worth $155.1 million. Its top holding was KKR (KKR) at 74.6% of the portfolio, followed by Procter & Gamble (PG, 25.4%). Compared with Q4 2024, it sold out of 1 and added to 1. The biggest buy was Procter & Gamble (PG, shares +1%) and the biggest sale an exit from AppLovin Class A (APP).
- Most Recent 13F
- Q2 2026
- Location
- San Mateo, CA
- CIK
- 0001595747
- Portfolio Value
- $155.1M (Q1 2025)
- SEC Filing
- 0000950123-25-003901 ↗ filed Apr 30, 2025
Holdings Value
Holdings 2 stocks · $155.1M
Portfolio Sells Q4 2024 → Q1 2025
| APP AppLovin Corp. Class A | Sold out | 0.00% | −10.69 |
Portfolio Buys Q4 2024 → Q1 2025
| PG The Procter & Gamble Co. | Add +0.6% | 25.44% | +6.97 |