Roberts Foundation
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Roberts Foundation reported 1 stock position worth $34.4 million. Its top holding was Procter & Gamble (PG) at 100.0% of the portfolio. Compared with Q4 2025, 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 Brightspring Health Services (BTSG).
- Most Recent 13F
- Q2 2026
- Location
- San Mateo, CA
- CIK
- 0001595747
- Portfolio Value
- $34.4M (Q1 2026)
- SEC Filing
- 0001193125-26-163912 ↗ filed Apr 20, 2026
Holdings Value
Holdings 1 stocks · $34.4M
| PG The Procter & Gamble Co. | 100.00% | 237,824 | $34.4M | Add +0.7% |
Portfolio Sells Q4 2025 → Q1 2026
| BTSG Brightspring Health Services | Sold out | 0.00% | −8.32 |
Portfolio Buys Q4 2025 → Q1 2026
| PG The Procter & Gamble Co. | Add +0.7% | 100.00% | +8.32 |