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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 · 2025Q1
42 positions
1
U
UHAL/BU HAUL HOLDING COMPANY
8.58%
of portfolio
Number of shares
452,000 sh
Holdings current value
$26.75M
Avg closing price
$66.07
Last action
Trimmed 3.2%
2025Q1
Current —
2
A
ABBVABBVIE INC
Healthcare·Drug Manufacturers - General
8.57%
of portfolio
Number of shares
127,500 sh
Holdings current value
$26.71M
Avg closing price
$180.56
+11.3%
Last action
Trimmed 3.8%
2025Q4
Current $200.95
3
A
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
8.33%
of portfolio
Number of shares
125,500 sh
Holdings current value
$25.99M
Avg closing price
$172.67
+25.4%
Last action
Trimmed 3.8%
2025Q1
Current $216.56
4
3
302571104Nextera Energy
7.16%
of portfolio
Number of shares
315,000 sh
Holdings current value
$22.33M
Avg closing price
$64.73
Last action
Trimmed 1.5%
2025Q4
Current —
5
D
DUKDUKE ENERGY CORP NEW
Utilities·Utilities - Regulated Electric
6.88%
of portfolio
Number of shares
175,816 sh
Holdings current value
$21.44M
Avg closing price
$96.74
+32.4%
Last action
Trimmed 10.2%
2025Q3
Current $128.04
6
T
TAT&T INC
Communication Services·Telecom Services
6.10%
of portfolio
Number of shares
673,000 sh
Holdings current value
$19.03M
Avg closing price
$17.64
+50.9%
Last action
Trimmed 18.2%
2025Q3
Current $26.61
7
N
N00985106AERCAP HOLDINGS NV
6.01%
of portfolio
Number of shares
183,500 sh
Holdings current value
$18.75M
Avg closing price
$96.45
Last action
Added 22.3%
2025Q1
Current —
8
5
589331107Merck
5.84%
of portfolio
Number of shares
202,800 sh
Holdings current value
$18.20M
Avg closing price
$131.81
Last action
Trimmed 4.7%
2025Q2
Current —
9
A
ABTABBOTT LABS
Healthcare·Medical Devices
5.69%
of portfolio
Number of shares
133,800 sh
Holdings current value
$17.75M
Avg closing price
$113.51
-18.5%
Last action
Trimmed 13.0%
2025Q4
Current $92.48
10
C
CMSCMS ENERGY CORP
Utilities·Utilities - Regulated Electric
5.44%
of portfolio
Number of shares
226,000 sh
Holdings current value
$16.97M
Avg closing price
$60.33
+27.0%
Last action
Trimmed 15.0%
2025Q3
Current $76.62
11
X
XELXCEL ENERGY INC
Utilities·Utilities - Regulated Electric
4.42%
of portfolio
Number of shares
194,500 sh
Holdings current value
$13.77M
Avg closing price
$53.74
+47.9%
Last action
Trimmed 0.8%
2024Q4
Current $79.48
12
I
IIININSTEEL INDS INC
Industrials·Metal Fabrication
2.90%
of portfolio
Number of shares
343,423 sh
Holdings current value
$9.03M
Avg closing price
$38.22
-32.7%
Last action
—
Current $25.72
13
A
AAPLAPPLE INC
Technology·Consumer Electronics
2.77%
of portfolio
Number of shares
38,900 sh
Holdings current value
$8.64M
Avg closing price
$176.02
+55.3%
Last action
Trimmed 2.0%
2024Q4
Current $273.43
14
A
AVAAVISTA CORP
Utilities·Utilities - Diversified
2.71%
of portfolio
Number of shares
201,500 sh
Holdings current value
$8.44M
Avg closing price
$35.02
+17.8%
Last action
—
Current $41.25
15
P
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
2.21%
of portfolio
Number of shares
271,900 sh
Holdings current value
$6.89M
Avg closing price
$27.76
-3.9%
Last action
Trimmed 1.6%
2024Q4
Current $26.67
16
H
H11356104BUNGE GLOBAL SA
1.96%
of portfolio
Number of shares
80,000 sh
Holdings current value
$6.11M
Avg closing price
$100.31
Last action
Trimmed 11.1%
2025Q4
Current —
17
U
UHALAMERCO
Industrials·Rental & Leasing Services
1.55%
of portfolio
Number of shares
73,900 sh
Holdings current value
$4.83M
Avg closing price
$67.21
-20.7%
Last action
Trimmed 1.6%
2024Q4
Current $53.29
18
N
NEMNEWMONT CORP
Basic Materials·Gold
1.55%
of portfolio
Number of shares
100,000 sh
Holdings current value
$4.83M
Avg closing price
$37.91
+192.9%
Last action
Added 52.4%
2024Q2
Current $111.06
19
A
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
1.54%
of portfolio
Number of shares
100,000 sh
Holdings current value
$4.80M
Avg closing price
$61.27
+14.3%
Last action
Added 100.0%
2024Q3
Current $70.03
20
D
DARDARLING INGREDIENTS INC
Consumer Defensive·Packaged Foods
1.41%
of portfolio
Number of shares
141,000 sh
Holdings current value
$4.40M
Avg closing price
$44.14
+38.1%
Last action
Trimmed 15.1%
2025Q4
Current $60.94
21
R
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
1.05%
of portfolio
Number of shares
40,800 sh
Holdings current value
$3.28M
Avg closing price
$110.86
-50.4%
Last action
Added 100.0%
2025Q1
Current $54.94
22
V
VICRVICOR CORP
Technology·Electronic Components
1.05%
of portfolio
Number of shares
70,000 sh
Holdings current value
$3.27M
Avg closing price
$38.41
+577.2%
Last action
Added 40.0%
2025Q2
Current $260.13
23
C
CCCHEMOURS CO
Basic Materials·Specialty Chemicals
0.87%
of portfolio
Number of shares
200,000 sh
Holdings current value
$2.71M
Avg closing price
$13.11
+84.5%
Last action
Added 33.3%
2025Q2
Current $24.19
24
S
SUPNSUPERNUS PHARMACEUTICALS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.86%
of portfolio
Number of shares
82,105 sh
Holdings current value
$2.69M
Avg closing price
$34.11
+47.7%
Last action
—
Current $50.39
25
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
0.53%
of portfolio
Number of shares
2,000 sh
Holdings current value
$1.65M
Avg closing price
$772.00
+18.9%
Last action
New holding
2024Q4
Current $917.65
26
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 —
27
S
SIRIEURSIRIUS XM HOLDINGS INC
0.40%
of portfolio
Number of shares
55,784 sh
Holdings current value
$1.26M
Avg closing price
$3.88
Last action
Trimmed 90.0%
2024Q3
Current —
28
9
91911K102VALEANT PHARMACEUTICALS INTL
0.35%
of portfolio
Number of shares
171,000 sh
Holdings current value
$1.11M
Avg closing price
$10.61
Last action
Trimmed 21.6%
2025Q4
Current —
29
E
EDAPEDAP TMS S AADR
0.35%
of portfolio
Number of shares
553,652 sh
Holdings current value
$1.09M
Avg closing price
$7.35
-55.2%
Last action
Trimmed 17.2%
2025Q3
Current $3.29
30
V
VGVENTURE GLOBAL INC
Energy·Oil & Gas Midstream
0.33%
of portfolio
Number of shares
100,000 sh
Holdings current value
$1.03M
Avg closing price
$10.30
+25.7%
Last action
New holding
2025Q1
Current $12.95
31
M
MNKDMANNKIND CORP
Healthcare·Biotechnology
0.31%
of portfolio
Number of shares
195,073 sh
Holdings current value
$981.2K
Avg closing price
$4.53
-40.2%
Last action
—
Current $2.71
32
K
KODKODIAK SCIENCES INC
Healthcare·Biotechnology
0.29%
of portfolio
Number of shares
323,000 sh
Holdings current value
$907.6K
Avg closing price
$5.26
+759.5%
Last action
Trimmed 26.1%
2025Q4
Current $45.21
33
0
044209104ASHLAND INC NEW
0.29%
of portfolio
Number of shares
15,000 sh
Holdings current value
$889.4K
Avg closing price
$97.37
Last action
—
Current —
34
P
PSNLPERSONALIS INC
Healthcare·Diagnostics & Research
0.28%
of portfolio
Number of shares
253,000 sh
Holdings current value
$888.0K
Avg closing price
$1.49
+296.0%
Last action
Trimmed 7.3%
2025Q4
Current $5.90
35
N
N51517105LAVA THERAPEUTICS NV
0.21%
of portfolio
Number of shares
521,874 sh
Holdings current value
$662.8K
Avg closing price
$3.33
Last action
Exited
2025Q3
Current —
36
V
VTRSVIATRIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.16%
of portfolio
Number of shares
58,279 sh
Holdings current value
$507.6K
Avg closing price
$11.93
+23.7%
Last action
Trimmed 0.9%
2024Q4
Current $14.75
37
O
OGNORGANON & CO
Healthcare·Drug Manufacturers - General
0.15%
of portfolio
Number of shares
31,200 sh
Holdings current value
$464.6K
Avg closing price
$18.81
-54.3%
Last action
Exited
2025Q2
Current $8.60
38
F
FATEFATE THERAPEUTICS INC
Healthcare·Biotechnology
0.14%
of portfolio
Number of shares
550,000 sh
Holdings current value
$434.5K
Avg closing price
$2.55
-48.2%
Last action
Added 120.0%
2025Q3
Current $1.32
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
M
MASS908 DEVICES INC
Healthcare·Medical Devices
0.10%
of portfolio
Number of shares
68,286 sh
Holdings current value
$305.9K
Avg closing price
$7.55
-10.5%
Last action
—
Current $6.76
41
C
CRBUCARIBOU BIOSCIENCES INC
Healthcare·Biotechnology
0.07%
of portfolio
Number of shares
250,000 sh
Holdings current value
$227.5K
Avg closing price
$3.97
-43.1%
Last action
Trimmed 16.7%
2024Q4
Current $2.26
42
1
1K0IGM BIOSCIENCES INC
0.04%
of portfolio
Number of shares
100,000 sh
Holdings current value
$115.0K
Avg closing price
$8.68
Last action
Exited
2025Q2
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
UHAL/B
8.58%
ABBV
8.57% · -4.1%
ALL
8.33% · +4.6%
Nextera Energy
7.16%
DUK
6.88% · +5.0%
T
6.10% · -5.9%
AERCAP HOLDINGS NV
6.01%
Merck
5.84%
ABT
5.69% · -30.3%
CMS
5.44% · +2.0%
XEL
4.42% · +12.3%
IIIN
2.90% · -2.2%
AAPL
2.77% · +23.1%
AVA
2.71% · -1.5%
PFE
2.21% · +5.2%
BUNGE GLOBAL SA
1.96%
UHAL
1.55% · -18.5%
NEM
1.55% · +130.0%
ADM
1.54% · +45.9%
DAR
1.41% · +95.1%
RLI
1.05% · -31.6%
VICR
1.05% · +456.1%
CC
0.87% · +78.8%
SUPN
0.86% · +53.9%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Utilities5 pos$61.0M28.6%
  • Healthcare13 pos$60.4M28.3%
  • Financial Services2 pos$29.3M13.7%
  • Communication Services1 pos$19.0M8.9%
  • Industrials2 pos$13.9M6.5%
  • Technology2 pos$11.9M5.6%
  • Consumer Defensive2 pos$9.2M4.3%
  • Basic Materials2 pos$7.5M3.5%
  • Energy1 pos$1.0M0.5%
(31.6% unclassified, excluded from %)