ROBERTS FOUNDATION

PrivateCIK: 1595747
Location

SAN MATEO, CA

1
Positions
$34.35M
Total AUM (reported)
237.82K
Total Shares

Allocation by class

TOTAL AUM$34.35M1 positions
COM$34.35M100.0%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
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

SOLE
COM
Shares237.82K
TypeSH
Market value$34.35M
100.00%
Sole
237.82K
Shared
0.00
None
0.00