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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/
  2. Super Investors/
  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 · 2024Q2
40 positions
1
U
UHAL/BU HAUL HOLDING COMPANY
10.72%
of portfolio
Number of shares
542,950 sh
Holdings current value
$32.59M
Avg closing price
$66.07
Last action
Trimmed 2.7%
2025Q1
Current —
2
5
589331107Merck
9.14%
of portfolio
Number of shares
224,500 sh
Holdings current value
$27.79M
Avg closing price
$131.81
Last action
Trimmed 4.3%
2025Q2
Current —
3
A
ABBVABBVIE INC
Healthcare·Drug Manufacturers - General
9.11%
of portfolio
Number of shares
161,500 sh
Holdings current value
$27.70M
Avg closing price
$180.56
+11.3%
Last action
Trimmed 3.0%
2025Q4
Current $200.95
4
3
302571104Nextera Energy
7.76%
of portfolio
Number of shares
333,300 sh
Holdings current value
$23.60M
Avg closing price
$64.73
Last action
Trimmed 1.4%
2025Q4
Current —
5
A
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
6.85%
of portfolio
Number of shares
130,500 sh
Holdings current value
$20.84M
Avg closing price
$172.67
+25.4%
Last action
Trimmed 3.7%
2025Q1
Current $216.56
6
D
DUKDUKE ENERGY CORP NEW
Utilities·Utilities - Regulated Electric
6.79%
of portfolio
Number of shares
205,816 sh
Holdings current value
$20.63M
Avg closing price
$96.74
+32.4%
Last action
Trimmed 8.9%
2025Q3
Current $128.04
7
C
CMSCMS ENERGY CORP
Utilities·Utilities - Regulated Electric
6.27%
of portfolio
Number of shares
320,000 sh
Holdings current value
$19.05M
Avg closing price
$60.33
+27.0%
Last action
Trimmed 11.1%
2025Q3
Current $76.62
8
T
TAT&T INC
Communication Services·Telecom Services
6.19%
of portfolio
Number of shares
984,000 sh
Holdings current value
$18.80M
Avg closing price
$17.64
+50.9%
Last action
Trimmed 13.2%
2025Q3
Current $26.61
9
A
ABTABBOTT LABS
Healthcare·Medical Devices
5.21%
of portfolio
Number of shares
152,300 sh
Holdings current value
$15.83M
Avg closing price
$113.51
-18.5%
Last action
Trimmed 11.6%
2025Q4
Current $92.48
10
I
IIININSTEEL INDS INC
Industrials·Metal Fabrication
3.50%
of portfolio
Number of shares
343,423 sh
Holdings current value
$10.63M
Avg closing price
$38.22
-32.7%
Last action
—
Current $25.72
11
X
XELXCEL ENERGY INC
Utilities·Utilities - Regulated Electric
3.44%
of portfolio
Number of shares
196,000 sh
Holdings current value
$10.47M
Avg closing price
$53.74
+47.9%
Last action
Trimmed 0.8%
2024Q4
Current $79.48
12
A
AAPLAPPLE INC
Technology·Consumer Electronics
2.75%
of portfolio
Number of shares
39,700 sh
Holdings current value
$8.36M
Avg closing price
$176.02
+55.3%
Last action
Trimmed 2.0%
2024Q4
Current $273.43
13
P
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
2.54%
of portfolio
Number of shares
276,400 sh
Holdings current value
$7.73M
Avg closing price
$27.76
-3.9%
Last action
Trimmed 1.6%
2024Q4
Current $26.67
14
A
AVAAVISTA CORP
Utilities·Utilities - Diversified
2.29%
of portfolio
Number of shares
201,500 sh
Holdings current value
$6.97M
Avg closing price
$35.02
+17.8%
Last action
—
Current $41.25
15
D
DARDARLING INGREDIENTS INC
Consumer Defensive·Packaged Foods
1.81%
of portfolio
Number of shares
150,000 sh
Holdings current value
$5.51M
Avg closing price
$44.14
+38.1%
Last action
Trimmed 14.3%
2025Q4
Current $60.94
16
H
H11356104BUNGE GLOBAL SA
1.76%
of portfolio
Number of shares
50,000 sh
Holdings current value
$5.34M
Avg closing price
$100.31
Last action
Trimmed 16.7%
2025Q4
Current —
17
U
UHALAMERCO
Industrials·Rental & Leasing Services
1.53%
of portfolio
Number of shares
75,105 sh
Holdings current value
$4.64M
Avg closing price
$67.21
-20.7%
Last action
Trimmed 1.6%
2024Q4
Current $53.29
18
N
NEMNEWMONT CORP
Basic Materials·Gold
1.38%
of portfolio
Number of shares
100,000 sh
Holdings current value
$4.19M
Avg closing price
$37.91
+192.9%
Last action
Added 52.4%
2024Q2
Current $111.06
19
9
91911K102VALEANT PHARMACEUTICALS INTL
1.26%
of portfolio
Number of shares
550,000 sh
Holdings current value
$3.83M
Avg closing price
$10.61
Last action
Trimmed 7.9%
2025Q4
Current —
20
0
00484MAB2Acorda Theraputics
1.15%
of portfolio
Number of shares
5,000,000 sh
Holdings current value
$3.50M
Avg closing price
$0.57
Last action
Exited
2025Q1
Current —
21
R
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.04%
of portfolio
Number of shares
22,400 sh
Holdings current value
$3.15M
Avg closing price
$110.86
-50.4%
Last action
Added 1020.0%
2025Q1
Current $54.94
22
A
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
0.99%
of portfolio
Number of shares
50,000 sh
Holdings current value
$3.02M
Avg closing price
$61.27
+14.3%
Last action
Added
2024Q3
Current $70.03
23
E
EDAPEDAP TMS S AADR
0.99%
of portfolio
Number of shares
553,652 sh
Holdings current value
$3.01M
Avg closing price
$7.35
-55.2%
Last action
Trimmed 17.2%
2025Q3
Current $3.29
24
V
VICRVICOR CORP
Technology·Electronic Components
0.76%
of portfolio
Number of shares
70,000 sh
Holdings current value
$2.32M
Avg closing price
$38.41
+577.2%
Last action
Added 40.0%
2025Q2
Current $260.13
25
S
SUPNSUPERNUS PHARMACEUTICALS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.72%
of portfolio
Number of shares
82,105 sh
Holdings current value
$2.20M
Avg closing price
$34.11
+47.7%
Last action
—
Current $50.39
26
S
SIRIEURSIRIUS XM HOLDINGS INC
0.52%
of portfolio
Number of shares
557,843 sh
Holdings current value
$1.58M
Avg closing price
$3.88
Last action
Trimmed 47.4%
2024Q3
Current —
27
0
044209104ASHLAND INC NEW
0.47%
of portfolio
Number of shares
15,000 sh
Holdings current value
$1.42M
Avg closing price
$97.37
Last action
—
Current —
28
N
N51517105LAVA THERAPEUTICS NV
0.46%
of portfolio
Number of shares
771,874 sh
Holdings current value
$1.39M
Avg closing price
$3.33
Last action
Exited
2025Q3
Current —
29
A
AXDX 5 12/15/26Accelerate Diagnostic
0.42%
of portfolio
Number of shares
3,212,268 sh
Holdings current value
$1.28M
Avg closing price
$0.48
Last action
Exited
2025Q3
Current —
30
M
MNKDMANNKIND CORP
Healthcare·Biotechnology
0.33%
of portfolio
Number of shares
195,073 sh
Holdings current value
$1.02M
Avg closing price
$4.53
-40.2%
Last action
—
Current $2.71
31
K
KODKODIAK SCIENCES INC
Healthcare·Biotechnology
0.33%
of portfolio
Number of shares
423,000 sh
Holdings current value
$994.0K
Avg closing price
$5.26
+759.5%
Last action
Trimmed 21.3%
2025Q4
Current $45.21
32
F
FATEFATE THERAPEUTICS INC
Healthcare·Biotechnology
0.32%
of portfolio
Number of shares
300,000 sh
Holdings current value
$984.0K
Avg closing price
$2.55
-48.2%
Last action
Added
2025Q3
Current $1.32
33
1
1K0IGM BIOSCIENCES INC
0.23%
of portfolio
Number of shares
100,000 sh
Holdings current value
$687.0K
Avg closing price
$8.68
Last action
Exited
2025Q2
Current —
34
O
OGNORGANON & CO
Healthcare·Drug Manufacturers - General
0.21%
of portfolio
Number of shares
31,370 sh
Holdings current value
$649.4K
Avg closing price
$18.81
-54.3%
Last action
Exited
2025Q2
Current $8.60
35
V
VTRSVIATRIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.21%
of portfolio
Number of shares
58,833 sh
Holdings current value
$625.4K
Avg closing price
$11.93
+23.7%
Last action
Trimmed 0.9%
2024Q4
Current $14.75
36
C
CRBUCARIBOU BIOSCIENCES INC
Healthcare·Biotechnology
0.16%
of portfolio
Number of shares
300,000 sh
Holdings current value
$492.0K
Avg closing price
$3.97
-43.1%
Last action
Trimmed 14.3%
2024Q4
Current $2.26
37
W
WECWEC ENERGY GROUP INC
Utilities·Utilities - Regulated Electric
0.12%
of portfolio
Number of shares
4,509 sh
Holdings current value
$353.8K
Avg closing price
$78.46
+47.3%
Last action
Trimmed 11.1%
2024Q4
Current $115.57
38
M
MASS908 DEVICES INC
Healthcare·Medical Devices
0.12%
of portfolio
Number of shares
68,286 sh
Holdings current value
$351.7K
Avg closing price
$7.55
-10.5%
Last action
—
Current $6.76
39
P
PSNLPERSONALIS INC
Healthcare·Diagnostics & Research
0.12%
of portfolio
Number of shares
300,000 sh
Holdings current value
$351.0K
Avg closing price
$1.49
+296.0%
Last action
Trimmed 6.3%
2025Q4
Current $5.90
40
W
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
0.03%
of portfolio
Number of shares
11,851 sh
Holdings current value
$88.2K
Avg closing price
$8.60
+212.8%
Last action
Exited
2024Q4
Current $26.90

Portfolio heatmap

Box size = % of portfolio · color = return since filing
UHAL/B
10.72%
Merck
9.14%
ABBV
9.11% · +17.2%
Nextera Energy
7.76%
ALL
6.85% · +35.6%
DUK
6.79% · +27.7%
CMS
6.27% · +28.7%
T
6.19% · +39.2%
ABT
5.21% · -11.0%
IIIN
3.50% · -16.9%
XEL
3.44% · +48.8%
AAPL
2.75% · +29.8%
PFE
2.54% · -4.7%
AVA
2.29% · +19.2%
DAR
1.81% · +65.8%
BUNGE GLOBAL SA
1.76%
UHAL
1.53% · -13.7%
NEM
1.38% · +165.2%
VALEANT PHARMACEUTICALS INTL
1.26%
Acorda Theraputics
1.15%
RLI
1.04% · -60.9%
ADM
0.99% · +15.8%
EDAP
0.99% · -39.5%
VICR
0.76% · +684.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare12 pos$58.9M29.8%
  • Utilities5 pos$57.5M29.0%
  • Financial Services2 pos$24.0M12.1%
  • Communication Services2 pos$18.9M9.5%
  • Industrials2 pos$15.3M7.7%
  • Technology2 pos$10.7M5.4%
  • Consumer Defensive2 pos$8.5M4.3%
  • Basic Materials1 pos$4.2M2.1%
(34.9% unclassified, excluded from %)