Roberts Foundation

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Roberts Foundation reported 2 stock positions worth $34.9 million. Its top holding was Procter & Gamble (PG) at 96.5% of the portfolio, followed by Brightspring Health Services (BTSG, 3.5%). Compared with Q1 2025, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Brightspring Health Services (BTSG) and the biggest sale an exit from KKR (KKR).

Most Recent 13F
Q2 2026
Location
San Mateo, CA
CIK
0001595747
Portfolio Value
$34.9M (Q2 2025)
SEC Filing
0000950123-25-007026 ↗ filed Aug 5, 2025

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 $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 Q2 2026

Holdings 2 stocks · $34.9M
PG The Procter & Gamble Co. 96.53% 211,380 $33.7M Reduce -8.7%
BTSG Brightspring Health Services 3.47% 51,364 $1.2M New

Portfolio Sells Q1 2025 → Q2 2025
KKR KKR & Co. Inc. Sold out 0.00% −74.56
PG The Procter & Gamble Co. Reduce -8.7% 96.53% +71.09

Portfolio Buys Q1 2025 → Q2 2025
BTSG Brightspring Health Services New 3.47% +3.47

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