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Portfolio allocation by weight

About Robert

Bruce & Co., Inc. is a SEC-registered investment adviser with its principal place of business located in Illinois. Bruce & Co., Inc. began conducting business in 1974. Listed below are the firm's principal shareholders (i.e., those individuals and/or entities controlling 25% or more of this company). . Robert Blake Bruce, . Robert Jeffrey Bruce, Bruce & Co., Inc. offers the following advisory services to our clients: INVESTMENT SUPERVISORY SERVICES ("ISS") INDIVIDUAL PORTFOLIO MANAGEMENT

Positions: 41
Assets under management: $369m
Largest position: AbbVie
Filed on: Aug 14 2026

Positions

Stock	Dividend score	HGI score	Levermann score	Weight
AbbVie	9/15	5/18	-2/13	8.24%
Allstate	10/15	9/18	8/13	7.89%
AerCap Holdings NV	0/15	8/18	5/13	7.30%
Nextera Nextera Energy				6.99%
Merck Merck				6.64%
UHAL.B Uhaul B				6.51%
Duke Energy	11/15	6/18	-4/13	4.96%
Vicor Corporation	0/15	8/18	0/13	4.93%
Xcel Energy	11/15	9/18	-4/13	3.97%
CMS Energy	11/15	5/18	-3/13	3.17%
AT&T	8/15	7/18	3/13	2.90%
Apple	4/15	5/18	1/13	2.89%
Beta Beta Bionics				2.82%
Insteel Industries	5/15	8/18	-1/13	2.81%
Abbott Laboratories	10/15	6/18	-2/13	2.76%
Newmont Mining	5/15	15/18	3/13	2.53%
Avista Corporation	11/15	6/18	-1/13	2.21%
Archer Daniels Midland	11/15	8/18	2/13	2.07%
Bunge Ltd.	11/15	14/18	-1/13	2.02%
Supernus Pharmaceuticals, Inc.	0/15	10/18	-4/13	1.89%
Pfizer	10/15	8/18	3/13	1.75%
Darling Ingredients Inc	0/15	6/18	2/13	1.55%
Kodiak Sciences, Inc.	0/15	3/18	-1/13	1.53%
Chemours Co.	4/15	3/18	-8/13	1.39%
AMERCO	0/15	4/18	1/13	1.29%
Lyondellbasell Industries	11/15	4/18	0/13	0.85%
Personalis Inc	0/15	3/18	-1/13	0.85%
Fate Therapeutics, Inc.	0/15	3/18	-3/13	0.72%
Eli Lilly and Company	10/15	12/18	4/13	0.65%
Other positions				3.93%