Filed: 4/20/2026ACC: 0001193125-26-163912
📋 What this filing means
ROBERTS FOUNDATION filed this quarterly 13F‑HR report disclosing 1 equity positions with a total reported market value of $34.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1
Positions
$34.35M
Total AUM (reported)
237.82K
Total Shares
Allocation by class
COM$34.35M100.0%
Portfolio Concentration
Top 3$34.35M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 237.82K
Sole
Full voting authority
237.82K
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)
Sole1
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1
Rows:
PROCTER AND GAMBLE CO
SOLEShares237.82K
TypeSH
Market value$34.35M
100.00%
Sole
237.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROCTER AND GAMBLE COSOLE | COM | 237.82K | SH | $34.35M 100.00% | 237.82K | 0.00 | 0.00 |