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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 · 2024Q3
41 positions
1
U
UHAL/BU HAUL HOLDING COMPANY
10.64%
of portfolio
Number of shares
507,550 sh
Holdings current value
$36.54M
Avg closing price
$66.07
Last action
Trimmed 2.9%
2025Q1
Current —
2
A
ABBVABBVIE INC
Healthcare·Drug Manufacturers - General
8.42%
of portfolio
Number of shares
146,500 sh
Holdings current value
$28.93M
Avg closing price
$180.56
+11.3%
Last action
Trimmed 3.3%
2025Q4
Current $200.95
3
3
302571104Nextera Energy
8.20%
of portfolio
Number of shares
333,300 sh
Holdings current value
$28.17M
Avg closing price
$64.73
Last action
Trimmed 1.4%
2025Q4
Current —
4
A
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
7.20%
of portfolio
Number of shares
130,500 sh
Holdings current value
$24.75M
Avg closing price
$172.67
+25.4%
Last action
Trimmed 3.7%
2025Q1
Current $216.56
5
5
589331107Merck
7.09%
of portfolio
Number of shares
214,500 sh
Holdings current value
$24.36M
Avg closing price
$131.81
Last action
Trimmed 4.5%
2025Q2
Current —
6
D
DUKDUKE ENERGY CORP NEW
Utilities·Utilities - Regulated Electric
6.57%
of portfolio
Number of shares
195,816 sh
Holdings current value
$22.58M
Avg closing price
$96.74
+32.4%
Last action
Trimmed 9.3%
2025Q3
Current $128.04
7
C
CMSCMS ENERGY CORP
Utilities·Utilities - Regulated Electric
6.37%
of portfolio
Number of shares
310,000 sh
Holdings current value
$21.90M
Avg closing price
$60.33
+27.0%
Last action
Trimmed 11.4%
2025Q3
Current $76.62
8
T
TAT&T INC
Communication Services·Telecom Services
6.30%
of portfolio
Number of shares
984,000 sh
Holdings current value
$21.65M
Avg closing price
$17.64
+50.9%
Last action
Trimmed 13.2%
2025Q3
Current $26.61
9
A
ABTABBOTT LABS
Healthcare·Medical Devices
5.05%
of portfolio
Number of shares
152,300 sh
Holdings current value
$17.36M
Avg closing price
$113.51
-18.5%
Last action
Trimmed 11.6%
2025Q4
Current $92.48
10
X
XELXCEL ENERGY INC
Utilities·Utilities - Regulated Electric
3.72%
of portfolio
Number of shares
196,000 sh
Holdings current value
$12.80M
Avg closing price
$53.74
+47.9%
Last action
Trimmed 0.8%
2024Q4
Current $79.48
11
I
IIININSTEEL INDS INC
Industrials·Metal Fabrication
3.11%
of portfolio
Number of shares
343,423 sh
Holdings current value
$10.68M
Avg closing price
$38.22
-32.7%
Last action
—
Current $25.72
12
A
AAPLAPPLE INC
Technology·Consumer Electronics
2.69%
of portfolio
Number of shares
39,700 sh
Holdings current value
$9.25M
Avg closing price
$176.02
+55.3%
Last action
Trimmed 2.0%
2024Q4
Current $273.43
13
P
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
2.33%
of portfolio
Number of shares
276,400 sh
Holdings current value
$8.00M
Avg closing price
$27.76
-3.9%
Last action
Trimmed 1.6%
2024Q4
Current $26.67
14
A
AVAAVISTA CORP
Utilities·Utilities - Diversified
2.27%
of portfolio
Number of shares
201,500 sh
Holdings current value
$7.81M
Avg closing price
$35.02
+17.8%
Last action
—
Current $41.25
15
H
H11356104BUNGE GLOBAL SA
2.25%
of portfolio
Number of shares
80,000 sh
Holdings current value
$7.73M
Avg closing price
$100.31
Last action
Trimmed 11.1%
2025Q4
Current —
16
N
N00985106AERCAP HOLDINGS NV
2.21%
of portfolio
Number of shares
80,000 sh
Holdings current value
$7.58M
Avg closing price
$96.45
Last action
Added 72.0%
2025Q1
Current —
17
D
DARDARLING INGREDIENTS INC
Consumer Defensive·Packaged Foods
2.17%
of portfolio
Number of shares
201,000 sh
Holdings current value
$7.47M
Avg closing price
$44.14
+38.1%
Last action
Trimmed 11.1%
2025Q4
Current $60.94
18
A
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
1.74%
of portfolio
Number of shares
100,000 sh
Holdings current value
$5.97M
Avg closing price
$61.27
+14.3%
Last action
Added 100.0%
2024Q3
Current $70.03
19
U
UHALAMERCO
Industrials·Rental & Leasing Services
1.69%
of portfolio
Number of shares
75,105 sh
Holdings current value
$5.82M
Avg closing price
$67.21
-20.7%
Last action
Trimmed 1.6%
2024Q4
Current $53.29
20
N
NEMNEWMONT CORP
Basic Materials·Gold
1.56%
of portfolio
Number of shares
100,000 sh
Holdings current value
$5.34M
Avg closing price
$37.91
+192.9%
Last action
Added 52.4%
2024Q2
Current $111.06
21
9
91911K102VALEANT PHARMACEUTICALS INTL
1.07%
of portfolio
Number of shares
450,000 sh
Holdings current value
$3.67M
Avg closing price
$10.61
Last action
Trimmed 9.5%
2025Q4
Current —
22
R
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.01%
of portfolio
Number of shares
22,400 sh
Holdings current value
$3.47M
Avg closing price
$110.86
-50.4%
Last action
Added 1020.0%
2025Q1
Current $54.94
23
V
VICRVICOR CORP
Technology·Electronic Components
0.86%
of portfolio
Number of shares
70,000 sh
Holdings current value
$2.95M
Avg closing price
$38.41
+577.2%
Last action
Added 40.0%
2025Q2
Current $260.13
24
S
SUPNSUPERNUS PHARMACEUTICALS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.75%
of portfolio
Number of shares
82,105 sh
Holdings current value
$2.56M
Avg closing price
$34.11
+47.7%
Last action
—
Current $50.39
25
1
1K0IGM BIOSCIENCES INC
0.48%
of portfolio
Number of shares
100,000 sh
Holdings current value
$1.65M
Avg closing price
$8.68
Last action
Exited
2025Q2
Current —
26
P
PSNLPERSONALIS INC
Healthcare·Diagnostics & Research
0.47%
of portfolio
Number of shares
300,000 sh
Holdings current value
$1.61M
Avg closing price
$1.49
+296.0%
Last action
Trimmed 6.3%
2025Q4
Current $5.90
27
E
EDAPEDAP TMS S AADR
0.41%
of portfolio
Number of shares
553,652 sh
Holdings current value
$1.41M
Avg closing price
$7.35
-55.2%
Last action
Trimmed 17.2%
2025Q3
Current $3.29
28
S
SIRIEURSIRIUS XM HOLDINGS INC
0.38%
of portfolio
Number of shares
55,784 sh
Holdings current value
$1.32M
Avg closing price
$3.88
Last action
Trimmed 90.0%
2024Q3
Current —
29
0
044209104ASHLAND INC NEW
0.38%
of portfolio
Number of shares
15,000 sh
Holdings current value
$1.30M
Avg closing price
$97.37
Last action
—
Current —
30
A
AXDX 5 12/15/26Accelerate Diagnostic
0.37%
of portfolio
Number of shares
3,212,268 sh
Holdings current value
$1.28M
Avg closing price
$0.48
Last action
Exited
2025Q3
Current —
31
N
N51517105LAVA THERAPEUTICS NV
0.37%
of portfolio
Number of shares
771,874 sh
Holdings current value
$1.28M
Avg closing price
$3.33
Last action
Exited
2025Q3
Current —
32
F
FATEFATE THERAPEUTICS INC
Healthcare·Biotechnology
0.36%
of portfolio
Number of shares
350,000 sh
Holdings current value
$1.23M
Avg closing price
$2.55
-48.2%
Last action
Added 600.0%
2025Q3
Current $1.32
33
M
MNKDMANNKIND CORP
Healthcare·Biotechnology
0.36%
of portfolio
Number of shares
195,073 sh
Holdings current value
$1.22M
Avg closing price
$4.53
-40.2%
Last action
—
Current $2.71
34
K
KODKODIAK SCIENCES INC
Healthcare·Biotechnology
0.32%
of portfolio
Number of shares
423,000 sh
Holdings current value
$1.10M
Avg closing price
$5.26
+759.5%
Last action
Trimmed 21.3%
2025Q4
Current $45.21
35
V
VTRSVIATRIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.20%
of portfolio
Number of shares
58,833 sh
Holdings current value
$683.1K
Avg closing price
$11.93
+23.7%
Last action
Trimmed 0.9%
2024Q4
Current $14.75
36
O
OGNORGANON & CO
Healthcare·Drug Manufacturers - General
0.17%
of portfolio
Number of shares
31,370 sh
Holdings current value
$600.1K
Avg closing price
$18.81
-54.3%
Last action
Exited
2025Q2
Current $8.60
37
C
CRBUCARIBOU BIOSCIENCES INC
Healthcare·Biotechnology
0.17%
of portfolio
Number of shares
300,000 sh
Holdings current value
$588.0K
Avg closing price
$3.97
-43.1%
Last action
Trimmed 14.3%
2024Q4
Current $2.26
38
W
WECWEC ENERGY GROUP INC
Utilities·Utilities - Regulated Electric
0.13%
of portfolio
Number of shares
4,509 sh
Holdings current value
$433.7K
Avg closing price
$78.46
+47.3%
Last action
Trimmed 11.1%
2024Q4
Current $115.57
39
M
MASS908 DEVICES INC
Healthcare·Medical Devices
0.07%
of portfolio
Number of shares
68,286 sh
Holdings current value
$237.0K
Avg closing price
$7.55
-10.5%
Last action
—
Current $6.76
40
0
00484MAB2Acorda Theraputics
0.06%
of portfolio
Number of shares
5,000,000 sh
Holdings current value
$200.0K
Avg closing price
$0.57
Last action
Exited
2025Q1
Current —
41
W
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
0.03%
of portfolio
Number of shares
11,851 sh
Holdings current value
$97.8K
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
10.64%
ABBV
8.42% · +1.8%
Nextera Energy
8.20%
ALL
7.20% · +14.2%
Merck
7.09%
DUK
6.57% · +11.0%
CMS
6.37% · +8.5%
T
6.30% · +21.0%
ABT
5.05% · -18.9%
XEL
3.72% · +21.7%
IIIN
3.11% · -17.3%
AAPL
2.69% · +17.4%
PFE
2.33% · -7.8%
AVA
2.27% · +6.5%
BUNGE GLOBAL SA
2.25%
AERCAP HOLDINGS NV
2.21%
DAR
2.17% · +64.0%
ADM
1.74% · +17.2%
UHAL
1.69% · -31.2%
NEM
1.56% · +107.8%
VALEANT PHARMACEUTICALS INTL
1.07%
RLI
1.01% · -64.6%
VICR
0.86% · +517.9%
SUPN
0.75% · +61.6%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Utilities5 pos$65.5M28.8%
  • Healthcare12 pos$64.1M28.2%
  • Financial Services2 pos$28.2M12.4%
  • Communication Services2 pos$21.7M9.6%
  • Industrials2 pos$16.5M7.3%
  • Consumer Defensive2 pos$13.4M5.9%
  • Technology2 pos$12.2M5.4%
  • Basic Materials1 pos$5.3M2.4%
(33.9% unclassified, excluded from %)