OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Robert Bruce (Bruce & Co)
  • Overview
  • Portfolio39
  • Performance8Q
  • Options
  • Activity102
  • News

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 · 2024Q4
41 positions
1
U
UHAL/BU HAUL HOLDING COMPANY
9.60%
of portfolio
Number of shares
467,000 sh
Holdings current value
$29.91M
Avg closing price
$66.07
Last action
Trimmed 3.1%
2025Q1
Current —
2
A
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
8.08%
of portfolio
Number of shares
130,500 sh
Holdings current value
$25.16M
Avg closing price
$172.67
+25.4%
Last action
Trimmed 3.7%
2025Q1
Current $216.56
3
A
ABBVABBVIE INC
Healthcare·Drug Manufacturers - General
7.85%
of portfolio
Number of shares
137,500 sh
Holdings current value
$24.43M
Avg closing price
$180.56
+11.3%
Last action
Trimmed 3.5%
2025Q4
Current $200.95
4
3
302571104Nextera Energy
7.25%
of portfolio
Number of shares
315,000 sh
Holdings current value
$22.58M
Avg closing price
$64.73
Last action
Trimmed 1.5%
2025Q4
Current —
5
5
589331107Merck
6.80%
of portfolio
Number of shares
212,800 sh
Holdings current value
$21.17M
Avg closing price
$131.81
Last action
Trimmed 4.5%
2025Q2
Current —
6
D
DUKDUKE ENERGY CORP NEW
Utilities·Utilities - Regulated Electric
6.77%
of portfolio
Number of shares
195,816 sh
Holdings current value
$21.10M
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
6.12%
of portfolio
Number of shares
286,000 sh
Holdings current value
$19.06M
Avg closing price
$60.33
+27.0%
Last action
Trimmed 12.3%
2025Q3
Current $76.62
8
T
TAT&T INC
Communication Services·Telecom Services
5.65%
of portfolio
Number of shares
773,000 sh
Holdings current value
$17.60M
Avg closing price
$17.64
+50.9%
Last action
Trimmed 16.3%
2025Q3
Current $26.61
9
A
ABTABBOTT LABS
Healthcare·Medical Devices
5.39%
of portfolio
Number of shares
148,300 sh
Holdings current value
$16.77M
Avg closing price
$113.51
-18.5%
Last action
Trimmed 11.9%
2025Q4
Current $92.48
10
N
N00985106AERCAP HOLDINGS NV
4.61%
of portfolio
Number of shares
150,000 sh
Holdings current value
$14.36M
Avg closing price
$96.45
Last action
Added 28.8%
2025Q1
Current —
11
X
XELXCEL ENERGY INC
Utilities·Utilities - Regulated Electric
4.22%
of portfolio
Number of shares
194,500 sh
Holdings current value
$13.13M
Avg closing price
$53.74
+47.9%
Last action
Trimmed 0.8%
2024Q4
Current $79.48
12
A
AAPLAPPLE INC
Technology·Consumer Electronics
3.13%
of portfolio
Number of shares
38,900 sh
Holdings current value
$9.74M
Avg closing price
$176.02
+55.3%
Last action
Trimmed 2.0%
2024Q4
Current $273.43
13
I
IIININSTEEL INDS INC
Industrials·Metal Fabrication
2.98%
of portfolio
Number of shares
343,423 sh
Holdings current value
$9.28M
Avg closing price
$38.22
-32.7%
Last action
—
Current $25.72
14
A
AVAAVISTA CORP
Utilities·Utilities - Diversified
2.37%
of portfolio
Number of shares
201,500 sh
Holdings current value
$7.38M
Avg closing price
$35.02
+17.8%
Last action
—
Current $41.25
15
P
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
2.32%
of portfolio
Number of shares
271,900 sh
Holdings current value
$7.21M
Avg closing price
$27.76
-3.9%
Last action
Trimmed 1.6%
2024Q4
Current $26.67
16
H
H11356104BUNGE GLOBAL SA
2.00%
of portfolio
Number of shares
80,000 sh
Holdings current value
$6.22M
Avg closing price
$100.31
Last action
Trimmed 11.1%
2025Q4
Current —
17
U
UHALAMERCO
Industrials·Rental & Leasing Services
1.64%
of portfolio
Number of shares
73,900 sh
Holdings current value
$5.11M
Avg closing price
$67.21
-20.7%
Last action
Trimmed 1.6%
2024Q4
Current $53.29
18
A
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
1.62%
of portfolio
Number of shares
100,000 sh
Holdings current value
$5.05M
Avg closing price
$61.27
+14.3%
Last action
Added 100.0%
2024Q3
Current $70.03
19
D
DARDARLING INGREDIENTS INC
Consumer Defensive·Packaged Foods
1.53%
of portfolio
Number of shares
141,000 sh
Holdings current value
$4.75M
Avg closing price
$44.14
+38.1%
Last action
Trimmed 15.1%
2025Q4
Current $60.94
20
N
NEMNEWMONT CORP
Basic Materials·Gold
1.20%
of portfolio
Number of shares
100,000 sh
Holdings current value
$3.72M
Avg closing price
$37.91
+192.9%
Last action
Added 52.4%
2024Q2
Current $111.06
21
V
VICRVICOR CORP
Technology·Electronic Components
1.09%
of portfolio
Number of shares
70,000 sh
Holdings current value
$3.38M
Avg closing price
$38.41
+577.2%
Last action
Added 40.0%
2025Q2
Current $260.13
22
R
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.08%
of portfolio
Number of shares
20,400 sh
Holdings current value
$3.36M
Avg closing price
$110.86
-50.4%
Last action
Added
2025Q1
Current $54.94
23
K
KODKODIAK SCIENCES INC
Healthcare·Biotechnology
1.03%
of portfolio
Number of shares
323,000 sh
Holdings current value
$3.21M
Avg closing price
$5.26
+759.5%
Last action
Trimmed 26.1%
2025Q4
Current $45.21
24
S
SUPNSUPERNUS PHARMACEUTICALS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.95%
of portfolio
Number of shares
82,105 sh
Holdings current value
$2.97M
Avg closing price
$34.11
+47.7%
Last action
—
Current $50.39
25
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
0.50%
of portfolio
Number of shares
2,000 sh
Holdings current value
$1.54M
Avg closing price
$772.00
+18.9%
Last action
New holding
2024Q4
Current $917.65
26
P
PSNLPERSONALIS INC
Healthcare·Diagnostics & Research
0.47%
of portfolio
Number of shares
253,000 sh
Holdings current value
$1.46M
Avg closing price
$1.49
+296.0%
Last action
Trimmed 7.3%
2025Q4
Current $5.90
27
9
91911K102VALEANT PHARMACEUTICALS INTL
0.44%
of portfolio
Number of shares
171,000 sh
Holdings current value
$1.38M
Avg closing price
$10.61
Last action
Trimmed 21.6%
2025Q4
Current —
28
A
AXDX 5 12/15/26Accelerate Diagnostic
0.42%
of portfolio
Number of shares
3,292,574 sh
Holdings current value
$1.32M
Avg closing price
$0.48
Last action
Exited
2025Q3
Current —
29
S
SIRIEURSIRIUS XM HOLDINGS INC
0.41%
of portfolio
Number of shares
55,784 sh
Holdings current value
$1.27M
Avg closing price
$3.88
Last action
Trimmed 90.0%
2024Q3
Current —
30
M
MNKDMANNKIND CORP
Healthcare·Biotechnology
0.40%
of portfolio
Number of shares
195,073 sh
Holdings current value
$1.25M
Avg closing price
$4.53
-40.2%
Last action
—
Current $2.71
31
E
EDAPEDAP TMS S AADR
0.39%
of portfolio
Number of shares
553,652 sh
Holdings current value
$1.22M
Avg closing price
$7.35
-55.2%
Last action
Trimmed 17.2%
2025Q3
Current $3.29
32
0
044209104ASHLAND INC NEW
0.34%
of portfolio
Number of shares
15,000 sh
Holdings current value
$1.07M
Avg closing price
$97.37
Last action
—
Current —
33
N
N51517105LAVA THERAPEUTICS NV
0.24%
of portfolio
Number of shares
771,874 sh
Holdings current value
$733.3K
Avg closing price
$3.33
Last action
Exited
2025Q3
Current —
34
V
VTRSVIATRIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.23%
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
1
1K0IGM BIOSCIENCES INC
0.20%
of portfolio
Number of shares
100,000 sh
Holdings current value
$611.0K
Avg closing price
$8.68
Last action
Exited
2025Q2
Current —
36
F
FATEFATE THERAPEUTICS INC
Healthcare·Biotechnology
0.19%
of portfolio
Number of shares
350,000 sh
Holdings current value
$577.5K
Avg closing price
$2.55
-48.2%
Last action
Added 600.0%
2025Q3
Current $1.32
37
O
OGNORGANON & CO
Healthcare·Drug Manufacturers - General
0.15%
of portfolio
Number of shares
31,200 sh
Holdings current value
$465.5K
Avg closing price
$18.81
-54.3%
Last action
Exited
2025Q2
Current $8.60
38
C
CRBUCARIBOU BIOSCIENCES INC
Healthcare·Biotechnology
0.13%
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
W
WECWEC ENERGY GROUP INC
Utilities·Utilities - Regulated Electric
0.12%
of portfolio
Number of shares
3,945 sh
Holdings current value
$371.0K
Avg closing price
$78.46
+47.3%
Last action
Trimmed 12.5%
2024Q4
Current $115.57
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
M
MASS908 DEVICES INC
Healthcare·Medical Devices
0.05%
of portfolio
Number of shares
68,286 sh
Holdings current value
$150.2K
Avg closing price
$7.55
-10.5%
Last action
—
Current $6.76

Portfolio heatmap

Box size = % of portfolio · color = return since filing
UHAL/B
9.60%
ALL
8.08% · +12.3%
ABBV
7.85% · +13.1%
Nextera Energy
7.25%
Merck
6.80%
DUK
6.77% · +18.8%
CMS
6.12% · +15.0%
T
5.65% · +16.9%
ABT
5.39% · -18.2%
AERCAP HOLDINGS NV
4.61%
XEL
4.22% · +17.7%
AAPL
3.13% · +9.2%
IIIN
2.98% · -4.8%
AVA
2.37% · +12.6%
PFE
2.32% · +0.5%
BUNGE GLOBAL SA
2.00%
UHAL
1.64% · -22.9%
ADM
1.62% · +38.6%
DAR
1.53% · +80.9%
NEM
1.20% · +198.4%
VICR
1.09% · +438.3%
RLI
1.08% · -66.7%
KOD
1.03% · +354.4%
SUPN
0.95% · +39.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare13 pos$61.2M29.2%
  • Utilities5 pos$61.0M29.2%
  • Financial Services2 pos$28.5M13.6%
  • Communication Services1 pos$17.6M8.4%
  • Industrials2 pos$14.4M6.9%
  • Technology2 pos$13.1M6.3%
  • Consumer Defensive2 pos$9.8M4.7%
  • Basic Materials1 pos$3.7M1.8%
(32.8% unclassified, excluded from %)