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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Robert Bruce (Bruce & Co)
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Robert Bruce

Bruce & Co
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  • Asset Manager · CIK 0001358331
  • Boutique

Robert Bruce runs Bruce & Co, an asset manager overseeing $322.5M in disclosed equity holdings (SEC CIK 0001358331). The latest portfolio (2025Q4) discloses 39 positions across 9 sectors, with the largest positions in ABBV, AERCAP HOLDINGS NV and ALL. On a mark-to-market basis the tracked portfolio has returned 27.8% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Robert's filingsView holdings↓
Portfolio
$322.53M
Positions
39
Quarter
2025Q4
Filings tracked
8
Since filing+27.8%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Capital flow per quarter
BuysSellsNet
+$21M+$11M$0-$11M-$21M'24Q2'24Q3'24Q4
Latest · 2024Q4
-$11M
Lifetime buys
$44M
Lifetime sells
$41M

Quarter activity

What changed in 2024Q4 - net new, added, trimmed, exited.
New positions1 name
  • LLYLILLY ELI & CO
    +2,000
    $1.5M
Added to2 names
  • N00985AERCAP HOLDINGS NV
    +70,000
    $6.7M
  • AXDX 5 12/15/26Accelerate Diagnostic
    +80,306
    $32K
Trimmed20 names
  • TAT&T INC
    −211,000
    $4.8M
  • UHAL/BU HAUL HOLDING COMPANY
    −40,550
    $2.6M
  • 91911KVALEANT PHARMACEUTICALS INTL
    −279,000
    $2.2M
  • DARDARLING INGREDIENTS INC
    −60,000
    $2.0M
  • CMSCMS ENERGY CORP
    −24,000
    $1.6M
  • ABBVABBVIE INC
    −9,000
    $1.6M
  • 302571Nextera Energy
    −18,300
    $1.3M
  • KODKODIAK SCIENCES INC
    −100,000
    $995K
  • ABTABBOTT LABS
    −4,000
    $452K
  • RLIRLI CORP
    −2,000
    $330K
  • PSNLPERSONALIS INC
    −47,000
    $272K
  • AAPLAPPLE INC
    −800
    $200K
  • + 8 more…
Exited1 name
  • WBDWARNER BROS DISCOVERY INC
    −11,851
    $98K

Recent transactions

Last 20 moves
TRIM
K
Robert Bruce (Bruce & Co) trimmed KOD
KODIAK SCIENCES INC
−114,308
~$27.96 · 2025Q4
2026-02-13
TRIM
A
Robert Bruce (Bruce & Co) trimmed ABT
ABBOTT LABS
−20,000
~$125.29 · 2025Q4
2026-02-13
TRIM
P
Robert Bruce (Bruce & Co) trimmed PSNL
PERSONALIS INC
−20,000
~$7.96 · 2025Q4
2026-02-13
TRIM
D
Robert Bruce (Bruce & Co) trimmed DAR
DARLING INGREDIENTS INC
−25,000
~$36.00 · 2025Q4
2026-02-13
TRIM
A
Robert Bruce (Bruce & Co) trimmed ABBV
ABBVIE INC
−5,000
~$228.49 · 2025Q4
2026-02-13
TRIM
H
Robert Bruce (Bruce & Co) trimmed H11356104
BUNGE GLOBAL SA
−10,000
~$89.08 · 2025Q4
2026-02-13
TRIM
9
Robert Bruce (Bruce & Co) trimmed 91911K102
VALEANT PHARMACEUTICALS INTL
−47,000
~$6.95 · 2025Q4
2026-02-13
TRIM
3
Robert Bruce (Bruce & Co) trimmed 302571104
Nextera Energy
−4,700
~$80.28 · 2025Q4
2026-02-13
TRIM
C
Robert Bruce (Bruce & Co) trimmed CMS
CMS ENERGY CORP
−40,000
~$73.26 · 2025Q3
2025-11-13
TRIM
D
Robert Bruce (Bruce & Co) trimmed DUK
DUKE ENERGY CORP NEW
−20,000
~$123.75 · 2025Q3
2025-11-13
TRIM
K
Robert Bruce (Bruce & Co) trimmed KOD
KODIAK SCIENCES INC
−43,692
~$16.37 · 2025Q3
2025-11-13
TRIM
E
Robert Bruce (Bruce & Co) trimmed EDAP
EDAP TMS S A
−115,000
~$2.31 · 2025Q3
2025-11-13
ADD
F
Robert Bruce (Bruce & Co) added to FATE
FATE THERAPEUTICS INC
+300,000
~$1.26 · 2025Q3
2025-11-13
SOLD
N
Robert Bruce (Bruce & Co) exited N51517105
LAVA THERAPEUTICS NV
−521,874
~$1.32 · 2025Q3
2025-11-13
TRIM
T
Robert Bruce (Bruce & Co) trimmed T
AT&T INC
−150,000
~$28.24 · 2025Q3
2025-11-13
SOLD
A
Robert Bruce (Bruce & Co) exited AXDX 5 12/15/26
Accelerate Diagnostic
−3,292,574
~$0.20 · 2025Q3
2025-11-13
ADD
N
Robert Bruce (Bruce & Co) added to N53745100
LYONDELLBASELL INDUSTRIES N
+20,000
~$49.04 · 2025Q3
2025-11-13
TRIM
5
Robert Bruce (Bruce & Co) trimmed 589331107
Merck
−10,000
~$79.16 · 2025Q2
2025-08-14
SOLD
O
Robert Bruce (Bruce & Co) exited OGN
ORGANON & CO
−31,200
~$14.89 · 2025Q2
2025-08-14
ADD
C
Robert Bruce (Bruce & Co) added to CC
CHEMOURS CO
+50,000
~$11.45 · 2025Q2
2025-08-14