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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
Latest · 2025Q2
-$170K
Lifetime buys
$57M
Lifetime sells
$62M
Portfolio over time
AUMPositions
$0$113M$227M$344M4239'24Q1'24Q3'25Q2
QoQ AUM
-1.1%
6Q lifetime AUM
+2.3%
QoQ positions
-1
6Q lifetime positions
+2
Position concentration
41 positions
Top 1
8%
of book
  • Top 18%$25.3MALL
  • Top 2-530%$91.6MUHAL/B, ABBV, Nextera Ener
  • Top 6-1028%$87.3MDUK, T, ABT
  • Top 11-2024%$75.2MXEL, IIIN, AAPL
  • Rest9%$29.1MRest of port