Long-term investor
Roberts Glore & Co. Inc. @robertsglorecoincil
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001017115).
Record
- Tracked since 2025-06-30 (446 days), 130 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months n/a · 1 year +16.1% · all +16.1%
- Max drawdown n/a · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 6.2% · long · since 2025-06-30
- AAPL · 4.6% · long · since 2025-06-30
- 02079K107 · 4.2% · long · since 2025-06-30
- MSFT · 3.7% · long · since 2025-06-30
- JNJ · 3.1% · long · since 2025-06-30
- GOOGL · 3.0% · long · since 2025-06-30
- 922020805 · 2.9% · long · since 2025-06-30
- 922908769 · 2.7% · long · since 2025-06-30
- ABBV · 1.8% · long · since 2025-06-30
- 922907746 · 1.7% · long · since 2025-06-30
- AMZN · 1.6% · long · since 2025-06-30
- CSCO · 1.5% · long · since 2025-06-30