Filed: 2/13/2026ACC: 0001104659-26-015254
📋 What this filing means
BRUCE & CO., INC. filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $322.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$322.53M
Total AUM (reported)
6.80M
Total Shares
Allocation by class
COMMON$322.53M100.0%
Portfolio Concentration
Top 3$80.49M25.0%
4–10$126.21M39.1%
11–25$100.52M31.2%
Rest$15.30M4.7%
Top 3 weight
25.0%
Top 10 weight
64.1%
Voting Authority Distribution
Total shares with voting rights: 6.80M
Sole
Full voting authority
6.80M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
Abbvie
SOLEShares122.50K
TypeSH
Market value$27.99M
8.68%
Sole
122.50K
Shared
0.00
None
0.00
AerCap Holdings
SOLEShares183.50K
TypeSH
Market value$26.38M
8.18%
Sole
183.50K
Shared
0.00
None
0.00
Allstate
SOLEShares125.50K
TypeSH
Market value$26.12M
8.10%
Sole
125.50K
Shared
0.00
None
0.00
Nextera Energy
SOLEShares310.30K
TypeSH
Market value$24.91M
7.72%
Sole
310.30K
Shared
0.00
None
0.00
Uhaul B
SOLEShares452K
TypeSH
Market value$21.13M
6.55%
Sole
452K
Shared
0.00
None
0.00
Merck
SOLEShares192.80K
TypeSH
Market value$20.29M
6.29%
Sole
192.80K
Shared
0.00
None
0.00
Duke Energy
SOLEShares155.82K
TypeSH
Market value$18.26M
5.66%
Sole
155.82K
Shared
0.00
None
0.00
XCEL Energy
SOLEShares194.50K
TypeSH
Market value$14.37M
4.45%
Sole
194.50K
Shared
0.00
None
0.00
Abbott
SOLEShares113.80K
TypeSH
Market value$14.26M
4.42%
Sole
113.80K
Shared
0.00
None
0.00
AT & T
SOLEShares523K
TypeSH
Market value$12.99M
4.03%
Sole
523K
Shared
0.00
None
0.00
CMS Energy
SOLEShares156K
TypeSH
Market value$10.91M
3.38%
Sole
156K
Shared
0.00
None
0.00
Insteel
SOLEShares343.42K
TypeSH
Market value$10.88M
3.37%
Sole
343.42K
Shared
0.00
None
0.00
Apple
SOLEShares38.90K
TypeSH
Market value$10.58M
3.28%
Sole
38.90K
Shared
0.00
None
0.00
Newmont
SOLEShares100K
TypeSH
Market value$9.98M
3.10%
Sole
100K
Shared
0.00
None
0.00
Vicor
SOLEShares90K
TypeSH
Market value$9.86M
3.06%
Sole
90K
Shared
0.00
None
0.00
Avista
SOLEShares201.50K
TypeSH
Market value$7.77M
2.41%
Sole
201.50K
Shared
0.00
None
0.00
Pfizer
SOLEShares271.90K
TypeSH
Market value$6.77M
2.10%
Sole
271.90K
Shared
0.00
None
0.00
Bunge
SOLEShares70K
TypeSH
Market value$6.24M
1.93%
Sole
70K
Shared
0.00
None
0.00
Archer Daniels
SOLEShares100K
TypeSH
Market value$5.75M
1.78%
Sole
100K
Shared
0.00
None
0.00
Kodiak Sciences
SOLEShares165K
TypeSH
Market value$4.61M
1.43%
Sole
165K
Shared
0.00
None
0.00
Supernus
SOLEShares82.11K
TypeSH
Market value$4.08M
1.27%
Sole
82.11K
Shared
0.00
None
0.00
Darling Ingredients
SOLEShares106K
TypeSH
Market value$3.82M
1.18%
Sole
106K
Shared
0.00
None
0.00
Uhaul
SOLEShares73.90K
TypeSH
Market value$3.73M
1.16%
Sole
73.90K
Shared
0.00
None
0.00
Chemours
SOLEShares250K
TypeSH
Market value$2.95M
0.91%
Sole
250K
Shared
0.00
None
0.00
RLI
SOLEShares40.80K
TypeSH
Market value$2.61M
0.81%
Sole
40.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AbbvieSOLE | Common | 122.50K | SH | $27.99M 8.68% | 122.50K | 0.00 | 0.00 |
AerCap HoldingsSOLE | Common | 183.50K | SH | $26.38M 8.18% | 183.50K | 0.00 | 0.00 |
AllstateSOLE | Common | 125.50K | SH | $26.12M 8.10% | 125.50K | 0.00 | 0.00 |
Nextera EnergySOLE | Common | 310.30K | SH | $24.91M 7.72% | 310.30K | 0.00 | 0.00 |
Uhaul BSOLE | Common | 452K | SH | $21.13M 6.55% | 452K | 0.00 | 0.00 |
MerckSOLE | Common | 192.80K | SH | $20.29M 6.29% | 192.80K | 0.00 | 0.00 |
Duke EnergySOLE | Common | 155.82K | SH | $18.26M 5.66% | 155.82K | 0.00 | 0.00 |
XCEL EnergySOLE | Common | 194.50K | SH | $14.37M 4.45% | 194.50K | 0.00 | 0.00 |
AbbottSOLE | Common | 113.80K | SH | $14.26M 4.42% | 113.80K | 0.00 | 0.00 |
AT & TSOLE | Common | 523K | SH | $12.99M 4.03% | 523K | 0.00 | 0.00 |
CMS EnergySOLE | Common | 156K | SH | $10.91M 3.38% | 156K | 0.00 | 0.00 |
InsteelSOLE | Common | 343.42K | SH | $10.88M 3.37% | 343.42K | 0.00 | 0.00 |
AppleSOLE | Common | 38.90K | SH | $10.58M 3.28% | 38.90K | 0.00 | 0.00 |
NewmontSOLE | Common | 100K | SH | $9.98M 3.10% | 100K | 0.00 | 0.00 |
VicorSOLE | Common | 90K | SH | $9.86M 3.06% | 90K | 0.00 | 0.00 |
AvistaSOLE | Common | 201.50K | SH | $7.77M 2.41% | 201.50K | 0.00 | 0.00 |
PfizerSOLE | Common | 271.90K | SH | $6.77M 2.10% | 271.90K | 0.00 | 0.00 |
BungeSOLE | Common | 70K | SH | $6.24M 1.93% | 70K | 0.00 | 0.00 |
Archer DanielsSOLE | Common | 100K | SH | $5.75M 1.78% | 100K | 0.00 | 0.00 |
Kodiak SciencesSOLE | Common | 165K | SH | $4.61M 1.43% | 165K | 0.00 | 0.00 |
SupernusSOLE | Common | 82.11K | SH | $4.08M 1.27% | 82.11K | 0.00 | 0.00 |
Darling IngredientsSOLE | Common | 106K | SH | $3.82M 1.18% | 106K | 0.00 | 0.00 |
UhaulSOLE | Common | 73.90K | SH | $3.73M 1.16% | 73.90K | 0.00 | 0.00 |
ChemoursSOLE | Common | 250K | SH | $2.95M 0.91% | 250K | 0.00 | 0.00 |
RLISOLE | Common | 40.80K | SH | $2.61M 0.81% | 40.80K | 0.00 | 0.00 |
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