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Portfolio (Quarterly) Guide ↗

ROBERTS GLORE & CO INC /IL/

· CIK 0001017115
13F Portfolio $364M AUM 216 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 43 Added 101 Reduced 20 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,047.0 $292K 0.08% +110.0 +5.7% $142.83 -14.4%
42 MKL MARKEL GROUP INC Financial Services 121.0 $232K 0.06% +3.0 +2.5% $1914.06 -3.5%
43 ULTA ULTA BEAUTY INC Consumer Cyclical 401.0 $210K 0.06% +7.0 +1.8% $522.71 -12.7%
Page 3 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.6%
Healthcare 20.8%
Financial Services 13.8%
Industrials 13.3%
Communication Services 11.4%
Consumer Cyclical 5.8%
Consumer Defensive 5.4%
Energy 2.6%
Basic Materials 2.1%
Utilities 0.9%