account_balance
Investment manager · 13F filer · SEC CIK 1358331
Bruce & Co., Inc.
Reported value$369Mas of Jun 30, 2026
Positions41 0 new, 0 sold out
Top 10 weight60.6%ABBV alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ABBVAbbvie
8.2%
ALLAllstate
7.9%Trimmed −2%
AERAerCap Holdings
7.3%
Nextera Energy
7.0%
Merck
6.6%
UHAL-BUhaul B
6.5%Trimmed −8%
DUKDuke Energy
5.0%
VICRVicor
4.9%Trimmed −26%
XELXCEL Energy
4.0%
CMSCMS Energy
3.2%
TAt & T
2.9%
AAPLApple
2.9%Trimmed −5%
ABBV8.2%ALL7.9%AER7.3%
Nextera Energy7.0%
Merck6.6%
UHAL-BUhaul B
6.5%Trimmed −8%
DUK5.0%VICR4.9%XEL4.0%CMS3.2%T2.9%AAPL2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
What changed