Skip to content
Disclosery

Roberts Foundation

Follow

13F filer, CIK 1595747, San Mateo, CA

Roberts Foundation reported $36,932,120 across 2 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-09.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-041474

Period
2025-12-31
Reported value
$36.9M
Holdings
2
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BTSGadded+30,661$1.15M
PGadded+1,686$242K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001193125-26-041474, largest first. % of portfolio is the value over $36,932,120, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230,062 shares; 2025Q1: 231,472 shares; 2025Q2: 211,380 shares; 2025Q3: 234,587 shares; 2025Q4: 236,273 shares 236,273$33.9M91.68%+1,686Timeline
BTSGBRIGHTSPRING HEALTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,364 shares; 2025Q3: 51,364 shares; 2025Q4: 82,025 shares 82,025$3.07M8.32%+30,661Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-26-041474 base2026-02-09acceptance time not in the bulk data set