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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

Not enough filing history to compute mark-to-market returns for Robert Bruce.

We need at least one year of portfolio coverage with priceable positions.

Performance overview

We mark Robert Bruce (Bruce & Co)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Robert’s portfolio is 27.8% since 2024Q1.

Portfolio growth vs SPY
Rebased to 100 at 2024Q1 · through 2025Q4
Robert Bruce
+32.1%
SPY
+33.2%
Alpha
-1.1pp
931041151261372024Q12024Q42025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$21M+$11M$0-$11M-$21M'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$9M
Lifetime buys
$58M
Lifetime sells
$84M
Portfolio over time
AUMPositions
$0$113M$227M$344M4239'24Q1'24Q4'25Q4
QoQ AUM
-0.1%
8Q lifetime AUM
+7.0%
QoQ positions
+0
8Q lifetime positions
+0
Position concentration
39 positions
Top 1
9%
of book
  • Top 19%$28.0MABBV
  • Top 2-531%$98.5MAERCAP HOLDI, ALL, Nextera Ener
  • Top 6-1025%$80.2MMerck, DUK, XEL
  • Top 11-2026%$83.3MCMS, IIIN, AAPL
  • Rest10%$32.5MRest of port