Roberts Foundation

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Roberts Foundation reported 2 stock positions worth $37.6 million. Its top holding was Procter & Gamble (PG) at 96.0% of the portfolio, followed by Brightspring Health Services (BTSG, 4.0%). Compared with Q2 2025, it added to 1. The biggest buy was Procter & Gamble (PG, shares +11%).

Most Recent 13F
Q2 2026
Location
San Mateo, CA
CIK
0001595747
Portfolio Value
$37.6M (Q3 2025)
SEC Filing
0001193125-25-255883 ↗ filed Oct 29, 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 Q2 2025 Q3 2025: $37.6M $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 · $37.6M
PG The Procter & Gamble Co. 95.96% 234,587 $36.0M Add +11.0%
BTSG Brightspring Health Services 4.04% 51,364 $1.5M No change

Portfolio Sells Q2 2025 → Q3 2025
None this quarter.

Portfolio Buys Q2 2025 → Q3 2025
PG The Procter & Gamble Co. Add +11.0% 95.96% −0.57

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