account_balance
Investment manager · 13F filer · SEC CIK 1017115
Roberts Glore & Co Inc
Reported value$416Mas of Sep 30, 2026
Positions244 11 new, 13 sold out
Top 10 weight35.4%BRK-B alone is 6%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
6.0%
AAPLApple Inc.
5.2%
MSFTMicrosoft Corp
4.9%
GOOGAlphabet Inc.
4.0%
JNJJohnson & Johnson
3.1%
GOOGLAlphabet Inc.
2.9%
VTIPVanguard Malvern FDS
2.8%
VTIVanguard Index FDS
2.8%Added +4%
ABBVAbbVie Inc.
2.0%+6%
AMZNAmazon.com Inc
1.7%+6%
NVDANVIDIA Corp
1.6%+2%
VTEBVanguard Mun Bd FDS
1.5%−3%
BRK-BBerkshire Hathaway Inc
6.0%
AAPLApple Inc.
5.2%
MSFTMicrosoft Corp
4.9%
GOOGAlphabet Inc.
4.0%
JNJJohnson & Johnson
3.1%
GOOGLAlphabet Inc.
2.9%
VTIPVanguard Malvern FDS
2.8%
VTIVanguard Index FDS
2.8%
VTEB
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
BRK-B Berkshire Hathaway Inc 6.0% HeldAAPL Apple Inc. 5.2% HeldMSFT Microsoft Corp 4.9% HeldGOOG Alphabet Inc. 4.0% HeldJNJ Johnson & Johnson 3.1% HeldGOOGL Alphabet Inc. 2.9% Held
VTIP Vanguard Malvern FDS 2.8% Held
VTI Vanguard Index FDS 2.8% Added +4%
ABBV AbbVie Inc. 2.0% Added +6%AMZN Amazon.com Inc 1.7% Added +6%NVDA NVIDIA Corp 1.6% Added +2%VTEB Vanguard Mun Bd FDS 1.5% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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