Roberts Foundation

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Roberts Foundation reported 2 stock positions worth $36.9 million. Its top holding was Procter & Gamble (PG) at 91.7% of the portfolio, followed by Brightspring Health Services (BTSG, 8.3%). Compared with Q3 2025, it added to 2. The biggest buy was Brightspring Health Services (BTSG, shares +60%).

Most Recent 13F
Q2 2026
Location
San Mateo, CA
CIK
0001595747
Portfolio Value
$36.9M (Q4 2025)
SEC Filing
0001193125-26-041474 ↗ filed Feb 9, 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 $36.9M Q4 2025 Q1 2026: $34.4M Q1 2026 Q2 2026: $35.1M Q2 2026

Holdings 2 stocks · $36.9M
PG The Procter & Gamble Co. 91.68% 236,273 $33.9M Add +0.7%
BTSG Brightspring Health Services 8.32% 82,025 $3.1M Add +59.7%

Portfolio Sells Q3 2025 → Q4 2025
None this quarter.

Portfolio Buys Q3 2025 → Q4 2025
BTSG Brightspring Health Services Add +59.7% 8.32% +4.28
PG The Procter & Gamble Co. Add +0.7% 91.68% −4.28

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