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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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  1. Home/
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  3. Robert Bruce (Bruce & Co)
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Robert Bruce

Bruce & Co
Share
  • 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

Holdings

Sorted by value · 2025Q4
39 positions
1
A
ABBVABBVIE INC
Healthcare·Drug Manufacturers - General
8.68%
of portfolio
Number of shares
122,500 sh
Holdings current value
$27.99M
Avg closing price
$180.56
+11.3%
Last action
Trimmed 3.9%
2025Q4
Current $200.95
2
N
N00985106AERCAP HOLDINGS NV
8.18%
of portfolio
Number of shares
183,500 sh
Holdings current value
$26.38M
Avg closing price
$96.45
Last action
Added 22.3%
2025Q1
Current —
3
A
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
8.10%
of portfolio
Number of shares
125,500 sh
Holdings current value
$26.12M
Avg closing price
$172.67
+25.4%
Last action
Trimmed 3.8%
2025Q1
Current $216.56
4
3
302571104Nextera Energy
7.72%
of portfolio
Number of shares
310,300 sh
Holdings current value
$24.91M
Avg closing price
$64.73
Last action
Trimmed 1.5%
2025Q4
Current —
5
U
UHAL/BU HAUL HOLDING COMPANY
6.55%
of portfolio
Number of shares
452,000 sh
Holdings current value
$21.13M
Avg closing price
$66.07
Last action
Trimmed 3.2%
2025Q1
Current —
6
5
589331107Merck
6.29%
of portfolio
Number of shares
192,800 sh
Holdings current value
$20.29M
Avg closing price
$131.81
Last action
Trimmed 4.9%
2025Q2
Current —
7
D
DUKDUKE ENERGY CORP NEW
Utilities·Utilities - Regulated Electric
5.66%
of portfolio
Number of shares
155,816 sh
Holdings current value
$18.26M
Avg closing price
$96.74
+32.4%
Last action
Trimmed 11.4%
2025Q3
Current $128.04
8
X
XELXCEL ENERGY INC
Utilities·Utilities - Regulated Electric
4.45%
of portfolio
Number of shares
194,500 sh
Holdings current value
$14.37M
Avg closing price
$53.74
+47.9%
Last action
Trimmed 0.8%
2024Q4
Current $79.48
9
A
ABTABBOTT LABS
Healthcare·Medical Devices
4.42%
of portfolio
Number of shares
113,800 sh
Holdings current value
$14.26M
Avg closing price
$113.51
-18.5%
Last action
Trimmed 14.9%
2025Q4
Current $92.48
10
T
TAT&T INC
Communication Services·Telecom Services
4.03%
of portfolio
Number of shares
523,000 sh
Holdings current value
$12.99M
Avg closing price
$17.64
+50.9%
Last action
Trimmed 22.3%
2025Q3
Current $26.61
11
C
CMSCMS ENERGY CORP
Utilities·Utilities - Regulated Electric
3.38%
of portfolio
Number of shares
156,000 sh
Holdings current value
$10.91M
Avg closing price
$60.33
+27.0%
Last action
Trimmed 20.4%
2025Q3
Current $76.62
12
I
IIININSTEEL INDS INC
Industrials·Metal Fabrication
3.37%
of portfolio
Number of shares
343,423 sh
Holdings current value
$10.88M
Avg closing price
$38.22
-32.7%
Last action
—
Current $25.72
13
A
AAPLAPPLE INC
Technology·Consumer Electronics
3.28%
of portfolio
Number of shares
38,900 sh
Holdings current value
$10.58M
Avg closing price
$176.02
+55.3%
Last action
Trimmed 2.0%
2024Q4
Current $273.43
14
N
NEMNEWMONT CORP
Basic Materials·Gold
3.10%
of portfolio
Number of shares
100,000 sh
Holdings current value
$9.98M
Avg closing price
$37.91
+192.9%
Last action
Added 52.4%
2024Q2
Current $111.06
15
V
VICRVICOR CORP
Technology·Electronic Components
3.06%
of portfolio
Number of shares
90,000 sh
Holdings current value
$9.86M
Avg closing price
$38.41
+577.2%
Last action
Added 28.6%
2025Q2
Current $260.13
16
A
AVAAVISTA CORP
Utilities·Utilities - Diversified
2.41%
of portfolio
Number of shares
201,500 sh
Holdings current value
$7.77M
Avg closing price
$35.02
+17.8%
Last action
—
Current $41.25
17
P
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
2.10%
of portfolio
Number of shares
271,900 sh
Holdings current value
$6.77M
Avg closing price
$27.76
-3.9%
Last action
Trimmed 1.6%
2024Q4
Current $26.67
18
H
H11356104BUNGE GLOBAL SA
1.93%
of portfolio
Number of shares
70,000 sh
Holdings current value
$6.24M
Avg closing price
$100.31
Last action
Trimmed 12.5%
2025Q4
Current —
19
A
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
1.78%
of portfolio
Number of shares
100,000 sh
Holdings current value
$5.75M
Avg closing price
$61.27
+14.3%
Last action
Added 100.0%
2024Q3
Current $70.03
20
K
KODKODIAK SCIENCES INC
Healthcare·Biotechnology
1.43%
of portfolio
Number of shares
165,000 sh
Holdings current value
$4.61M
Avg closing price
$5.26
+759.5%
Last action
Trimmed 40.9%
2025Q4
Current $45.21
21
S
SUPNSUPERNUS PHARMACEUTICALS INC
Healthcare·Drug Manufacturers - Specialty & Generic
1.27%
of portfolio
Number of shares
82,105 sh
Holdings current value
$4.08M
Avg closing price
$34.11
+47.7%
Last action
—
Current $50.39
22
D
DARDARLING INGREDIENTS INC
Consumer Defensive·Packaged Foods
1.18%
of portfolio
Number of shares
106,000 sh
Holdings current value
$3.82M
Avg closing price
$44.14
+38.1%
Last action
Trimmed 19.1%
2025Q4
Current $60.94
23
U
UHALAMERCO
Industrials·Rental & Leasing Services
1.16%
of portfolio
Number of shares
73,900 sh
Holdings current value
$3.73M
Avg closing price
$67.21
-20.7%
Last action
Trimmed 1.6%
2024Q4
Current $53.29
24
C
CCCHEMOURS CO
Basic Materials·Specialty Chemicals
0.91%
of portfolio
Number of shares
250,000 sh
Holdings current value
$2.95M
Avg closing price
$13.11
+84.5%
Last action
Added 25.0%
2025Q2
Current $24.19
25
R
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
0.81%
of portfolio
Number of shares
40,800 sh
Holdings current value
$2.61M
Avg closing price
$110.86
-50.4%
Last action
Added 100.0%
2025Q1
Current $54.94
26
N
N53745100LYONDELLBASELL INDUSTRIES N
0.81%
of portfolio
Number of shares
60,000 sh
Holdings current value
$2.60M
Avg closing price
$54.92
Last action
Added 50.0%
2025Q3
Current —
27
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
0.67%
of portfolio
Number of shares
2,000 sh
Holdings current value
$2.15M
Avg closing price
$772.00
+18.9%
Last action
New holding
2024Q4
Current $917.65
28
P
PSNLPERSONALIS INC
Healthcare·Diagnostics & Research
0.58%
of portfolio
Number of shares
233,000 sh
Holdings current value
$1.85M
Avg closing price
$1.49
+296.0%
Last action
Trimmed 7.9%
2025Q4
Current $5.90
29
E
EDAPEDAP TMS S AADR
0.45%
of portfolio
Number of shares
438,652 sh
Holdings current value
$1.44M
Avg closing price
$7.35
-55.2%
Last action
Trimmed 20.8%
2025Q3
Current $3.29
30
S
SIRIEURSIRIUS XM HOLDINGS INC
0.35%
of portfolio
Number of shares
55,784 sh
Holdings current value
$1.12M
Avg closing price
$3.88
Last action
Trimmed 90.0%
2024Q3
Current —
31
M
MNKDMANNKIND CORP
Healthcare·Biotechnology
0.34%
of portfolio
Number of shares
195,073 sh
Holdings current value
$1.11M
Avg closing price
$4.53
-40.2%
Last action
—
Current $2.71
32
0
044209104ASHLAND INC NEW
0.27%
of portfolio
Number of shares
15,000 sh
Holdings current value
$880.0K
Avg closing price
$97.37
Last action
—
Current —
33
9
91911K102VALEANT PHARMACEUTICALS INTL
0.27%
of portfolio
Number of shares
124,000 sh
Holdings current value
$861.8K
Avg closing price
$10.61
Last action
Trimmed 27.5%
2025Q4
Current —
34
V
VTRSVIATRIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.22%
of portfolio
Number of shares
58,279 sh
Holdings current value
$725.6K
Avg closing price
$11.93
+23.7%
Last action
Trimmed 0.9%
2024Q4
Current $14.75
35
F
FATEFATE THERAPEUTICS INC
Healthcare·Biotechnology
0.22%
of portfolio
Number of shares
729,188 sh
Holdings current value
$716.5K
Avg closing price
$2.55
-48.2%
Last action
Added 69.9%
2025Q3
Current $1.32
36
V
VGVENTURE GLOBAL INC
Energy·Oil & Gas Midstream
0.21%
of portfolio
Number of shares
100,000 sh
Holdings current value
$682.0K
Avg closing price
$10.30
+25.7%
Last action
New holding
2025Q1
Current $12.95
37
W
WECWEC ENERGY GROUP INC
Utilities·Utilities - Regulated Electric
0.13%
of portfolio
Number of shares
3,945 sh
Holdings current value
$416.0K
Avg closing price
$78.46
+47.3%
Last action
Trimmed 12.5%
2024Q4
Current $115.57
38
C
CRBUCARIBOU BIOSCIENCES INC
Healthcare·Biotechnology
0.12%
of portfolio
Number of shares
250,000 sh
Holdings current value
$397.5K
Avg closing price
$3.97
-43.1%
Last action
Trimmed 16.7%
2024Q4
Current $2.26
39
M
MASS908 DEVICES INC
Healthcare·Medical Devices
0.11%
of portfolio
Number of shares
68,286 sh
Holdings current value
$358.5K
Avg closing price
$7.55
-10.5%
Last action
—
Current $6.76

Portfolio heatmap

Box size = % of portfolio · color = return since filing
ABBV
8.68% · -12.1%
AERCAP HOLDINGS NV
8.18%
ALL
8.10% · +4.0%
Nextera Energy
7.72%
UHAL/B
6.55%
Merck
6.29%
DUK
5.66% · +9.2%
XEL
4.45% · +7.6%
ABT
4.42% · -26.2%
T
4.03% · +7.1%
CMS
3.38% · +9.6%
IIIN
3.37% · -18.8%
AAPL
3.28% · +0.6%
NEM
3.10% · +11.2%
VICR
3.06% · +137.3%
AVA
2.41% · +7.0%
PFE
2.10% · +7.1%
BUNGE GLOBAL SA
1.93%
ADM
1.78% · +21.8%
KOD
1.43% · +61.7%
SUPN
1.27% · +1.4%
DAR
1.18% · +69.3%
UHAL
1.16% · +5.7%
CC
0.91% · +105.2%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare12 pos$65.0M30.0%
  • Utilities5 pos$51.7M23.9%
  • Financial Services2 pos$28.7M13.3%
  • Technology2 pos$20.4M9.4%
  • Industrials2 pos$14.6M6.7%
  • Communication Services1 pos$13.0M6.0%
  • Basic Materials2 pos$12.9M6.0%
  • Consumer Defensive2 pos$9.6M4.4%
  • Energy1 pos$682K0.3%
(32.8% unclassified, excluded from %)