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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 · 2025Q2
41 positions
1
A
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
8.19%
of portfolio
Number of shares
125,500 sh
Holdings current value
$25.26M
Avg closing price
$172.67
+25.4%
Last action
Trimmed 3.8%
2025Q1
Current $216.56
2
U
UHAL/BU HAUL HOLDING COMPANY
7.97%
of portfolio
Number of shares
452,000 sh
Holdings current value
$24.58M
Avg closing price
$66.07
Last action
Trimmed 3.2%
2025Q1
Current —
3
A
ABBVABBVIE INC
Healthcare·Drug Manufacturers - General
7.67%
of portfolio
Number of shares
127,500 sh
Holdings current value
$23.67M
Avg closing price
$180.56
+11.3%
Last action
Trimmed 3.8%
2025Q4
Current $200.95
4
3
302571104Nextera Energy
7.09%
of portfolio
Number of shares
315,000 sh
Holdings current value
$21.87M
Avg closing price
$64.73
Last action
Trimmed 1.5%
2025Q4
Current —
5
N
N00985106AERCAP HOLDINGS NV
6.96%
of portfolio
Number of shares
183,500 sh
Holdings current value
$21.47M
Avg closing price
$96.45
Last action
Added 22.3%
2025Q1
Current —
6
D
DUKDUKE ENERGY CORP NEW
Utilities·Utilities - Regulated Electric
6.73%
of portfolio
Number of shares
175,816 sh
Holdings current value
$20.75M
Avg closing price
$96.74
+32.4%
Last action
Trimmed 10.2%
2025Q3
Current $128.04
7
T
TAT&T INC
Communication Services·Telecom Services
6.31%
of portfolio
Number of shares
673,000 sh
Holdings current value
$19.48M
Avg closing price
$17.64
+50.9%
Last action
Trimmed 18.2%
2025Q3
Current $26.61
8
A
ABTABBOTT LABS
Healthcare·Medical Devices
5.90%
of portfolio
Number of shares
133,800 sh
Holdings current value
$18.20M
Avg closing price
$113.51
-18.5%
Last action
Trimmed 13.0%
2025Q4
Current $92.48
9
5
589331107Merck
4.95%
of portfolio
Number of shares
192,800 sh
Holdings current value
$15.26M
Avg closing price
$131.81
Last action
Trimmed 4.9%
2025Q2
Current —
10
C
CMSCMS ENERGY CORP
Utilities·Utilities - Regulated Electric
4.40%
of portfolio
Number of shares
196,000 sh
Holdings current value
$13.58M
Avg closing price
$60.33
+27.0%
Last action
Trimmed 16.9%
2025Q3
Current $76.62
11
X
XELXCEL ENERGY INC
Utilities·Utilities - Regulated Electric
4.29%
of portfolio
Number of shares
194,500 sh
Holdings current value
$13.25M
Avg closing price
$53.74
+47.9%
Last action
Trimmed 0.8%
2024Q4
Current $79.48
12
I
IIININSTEEL INDS INC
Industrials·Metal Fabrication
4.14%
of portfolio
Number of shares
343,423 sh
Holdings current value
$12.78M
Avg closing price
$38.22
-32.7%
Last action
—
Current $25.72
13
A
AAPLAPPLE INC
Technology·Consumer Electronics
2.59%
of portfolio
Number of shares
38,900 sh
Holdings current value
$7.98M
Avg closing price
$176.02
+55.3%
Last action
Trimmed 2.0%
2024Q4
Current $273.43
14
A
AVAAVISTA CORP
Utilities·Utilities - Diversified
2.48%
of portfolio
Number of shares
201,500 sh
Holdings current value
$7.65M
Avg closing price
$35.02
+17.8%
Last action
—
Current $41.25
15
P
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
2.14%
of portfolio
Number of shares
271,900 sh
Holdings current value
$6.59M
Avg closing price
$27.76
-3.9%
Last action
Trimmed 1.6%
2024Q4
Current $26.67
16
H
H11356104BUNGE GLOBAL SA
2.08%
of portfolio
Number of shares
80,000 sh
Holdings current value
$6.42M
Avg closing price
$100.31
Last action
Trimmed 11.1%
2025Q4
Current —
17
N
NEMNEWMONT CORP
Basic Materials·Gold
1.89%
of portfolio
Number of shares
100,000 sh
Holdings current value
$5.83M
Avg closing price
$37.91
+192.9%
Last action
Added 52.4%
2024Q2
Current $111.06
18
A
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
1.71%
of portfolio
Number of shares
100,000 sh
Holdings current value
$5.28M
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
1.61%
of portfolio
Number of shares
131,000 sh
Holdings current value
$4.97M
Avg closing price
$44.14
+38.1%
Last action
Trimmed 16.0%
2025Q4
Current $60.94
20
U
UHALAMERCO
Industrials·Rental & Leasing Services
1.45%
of portfolio
Number of shares
73,900 sh
Holdings current value
$4.48M
Avg closing price
$67.21
-20.7%
Last action
Trimmed 1.6%
2024Q4
Current $53.29
21
V
VICRVICOR CORP
Technology·Electronic Components
1.32%
of portfolio
Number of shares
90,000 sh
Holdings current value
$4.08M
Avg closing price
$38.41
+577.2%
Last action
Added 28.6%
2025Q2
Current $260.13
22
R
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
0.96%
of portfolio
Number of shares
40,800 sh
Holdings current value
$2.95M
Avg closing price
$110.86
-50.4%
Last action
Added 100.0%
2025Q1
Current $54.94
23
C
CCCHEMOURS CO
Basic Materials·Specialty Chemicals
0.93%
of portfolio
Number of shares
250,000 sh
Holdings current value
$2.86M
Avg closing price
$13.11
+84.5%
Last action
Added 25.0%
2025Q2
Current $24.19
24
S
SUPNSUPERNUS PHARMACEUTICALS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.84%
of portfolio
Number of shares
82,105 sh
Holdings current value
$2.59M
Avg closing price
$34.11
+47.7%
Last action
—
Current $50.39
25
N
N53745100LYONDELLBASELL INDUSTRIES N
0.75%
of portfolio
Number of shares
40,000 sh
Holdings current value
$2.31M
Avg closing price
$54.92
Last action
Added 100.0%
2025Q3
Current —
26
P
PSNLPERSONALIS INC
Healthcare·Diagnostics & Research
0.54%
of portfolio
Number of shares
253,000 sh
Holdings current value
$1.66M
Avg closing price
$1.49
+296.0%
Last action
Trimmed 7.3%
2025Q4
Current $5.90
27
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
0.51%
of portfolio
Number of shares
2,000 sh
Holdings current value
$1.56M
Avg closing price
$772.00
+18.9%
Last action
New holding
2024Q4
Current $917.65
28
V
VGVENTURE GLOBAL INC
Energy·Oil & Gas Midstream
0.51%
of portfolio
Number of shares
100,000 sh
Holdings current value
$1.56M
Avg closing price
$10.30
+25.7%
Last action
New holding
2025Q1
Current $12.95
29
S
SIRIEURSIRIUS XM HOLDINGS INC
0.42%
of portfolio
Number of shares
55,784 sh
Holdings current value
$1.28M
Avg closing price
$3.88
Last action
Trimmed 90.0%
2024Q3
Current —
30
K
KODKODIAK SCIENCES INC
Healthcare·Biotechnology
0.39%
of portfolio
Number of shares
323,000 sh
Holdings current value
$1.20M
Avg closing price
$5.26
+759.5%
Last action
Trimmed 26.1%
2025Q4
Current $45.21
31
9
91911K102VALEANT PHARMACEUTICALS INTL
0.37%
of portfolio
Number of shares
171,000 sh
Holdings current value
$1.14M
Avg closing price
$10.61
Last action
Trimmed 21.6%
2025Q4
Current —
32
E
EDAPEDAP TMS S AADR
0.29%
of portfolio
Number of shares
553,652 sh
Holdings current value
$908.0K
Avg closing price
$7.35
-55.2%
Last action
Trimmed 17.2%
2025Q3
Current $3.29
33
0
044209104ASHLAND INC NEW
0.24%
of portfolio
Number of shares
15,000 sh
Holdings current value
$754.2K
Avg closing price
$97.37
Last action
—
Current —
34
M
MNKDMANNKIND CORP
Healthcare·Biotechnology
0.24%
of portfolio
Number of shares
195,073 sh
Holdings current value
$729.6K
Avg closing price
$4.53
-40.2%
Last action
—
Current $2.71
35
N
N51517105LAVA THERAPEUTICS NV
0.22%
of portfolio
Number of shares
521,874 sh
Holdings current value
$688.9K
Avg closing price
$3.33
Last action
Exited
2025Q3
Current —
36
A
AXDX 5 12/15/26Accelerate Diagnostic
0.21%
of portfolio
Number of shares
3,292,574 sh
Holdings current value
$658.5K
Avg closing price
$0.48
Last action
Exited
2025Q3
Current —
37
V
VTRSVIATRIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.17%
of portfolio
Number of shares
58,279 sh
Holdings current value
$520.4K
Avg closing price
$11.93
+23.7%
Last action
Trimmed 0.9%
2024Q4
Current $14.75
38
M
MASS908 DEVICES INC
Healthcare·Medical Devices
0.16%
of portfolio
Number of shares
68,286 sh
Holdings current value
$486.9K
Avg closing price
$7.55
-10.5%
Last action
—
Current $6.76
39
F
FATEFATE THERAPEUTICS INC
Healthcare·Biotechnology
0.16%
of portfolio
Number of shares
429,188 sh
Holdings current value
$480.7K
Avg closing price
$2.55
-48.2%
Last action
Added 232.2%
2025Q3
Current $1.32
40
W
WECWEC ENERGY GROUP INC
Utilities·Utilities - Regulated Electric
0.13%
of portfolio
Number of shares
3,945 sh
Holdings current value
$411.1K
Avg closing price
$78.46
+47.3%
Last action
Trimmed 12.5%
2024Q4
Current $115.57
41
C
CRBUCARIBOU BIOSCIENCES INC
Healthcare·Biotechnology
0.10%
of portfolio
Number of shares
250,000 sh
Holdings current value
$315.0K
Avg closing price
$3.97
-43.1%
Last action
Trimmed 16.7%
2024Q4
Current $2.26

Portfolio heatmap

Box size = % of portfolio · color = return since filing
ALL
8.19% · +7.6%
UHAL/B
7.97%
ABBV
7.67% · +8.3%
Nextera Energy
7.09%
AERCAP HOLDINGS NV
6.96%
DUK
6.73% · +8.5%
T
6.31% · -8.1%
ABT
5.90% · -32.0%
Merck
4.95%
CMS
4.40% · +10.6%
XEL
4.29% · +16.7%
IIIN
4.14% · -30.9%
AAPL
2.59% · +33.3%
AVA
2.48% · +8.7%
PFE
2.14% · +10.0%
BUNGE GLOBAL SA
2.08%
NEM
1.89% · +90.6%
ADM
1.71% · +32.7%
DAR
1.61% · +60.6%
UHAL
1.45% · -12.0%
VICR
1.32% · +473.5%
RLI
0.96% · -23.9%
CC
0.93% · +111.3%
SUPN
0.84% · +59.9%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare12 pos$58.0M27.5%
  • Utilities5 pos$55.6M26.3%
  • Financial Services2 pos$28.2M13.4%
  • Communication Services1 pos$19.5M9.2%
  • Industrials2 pos$17.3M8.2%
  • Technology2 pos$12.1M5.7%
  • Consumer Defensive2 pos$10.2M4.9%
  • Basic Materials2 pos$8.7M4.1%
  • Energy1 pos$1.6M0.7%
(31.6% unclassified, excluded from %)