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Portfolio (Quarterly) Guide ↗

ROBERTS GLORE & CO INC /IL/

· CIK 0001017115
13F Portfolio $404M AUM 246 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 48 Added 94 Reduced 8 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRUS CIRRUS LOGIC INC Technology 1,659.0 $246K 0.06% NEW $148.53 -26.2%
22 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 451.0 $244K 0.06% NEW $541.83 -5.1%
23 STM STMICROELECTRONICS N V Technology 3,170.0 $237K 0.06% NEW $74.89 -32.0%
24 TOST TOAST INC Technology 8,345.0 $232K 0.06% NEW $27.82 +27.0%
25 AMRIZE LTD 4,275.0 $228K 0.06% NEW $53.30
26 BAC BANK OF AMER CORP Financial Services 3,990.0 $227K 0.06% NEW $56.98 +7.8%
27 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,317.0 $222K 0.06% NEW $168.54 -7.8%
28 FLR FLUOR CORP Industrials 4,205.0 $220K 0.05% NEW $52.39 +1.6%
29 ACLS AXCELIS TECHNOLOGIES INC Technology 1,149.0 $218K 0.05% NEW $189.45 -35.0%
30 GNRC GENERAC HLDGS INC Industrials 743.0 $218K 0.05% NEW $292.81 -30.7%
31 ITT ITT INC Industrials 1,079.0 $213K 0.05% NEW $197.76 +4.9%
32 SPACE EXPLORATION TECHN CORP 1,244.0 $213K 0.05% NEW $170.86
33 STRL STERLING INFRASTRUCTURE INC Industrials 247.0 $207K 0.05% NEW $839.36 -40.3%
34 FIX COMFORT SYS USA INC Industrials 103.0 $204K 0.05% NEW $1981.95 -19.1%
35 HALO HALOZYME THERAPEUTICS INC Healthcare 2,581.0 $202K 0.05% NEW $78.27 +36.7%
36 WTS WATTS WATER TECHNOLOGIES INC Industrials 515.0 $202K 0.05% NEW $391.45 -5.0%
37 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,080.0 $202K 0.05% NEW $96.88 +4.8%
38 TRP TC ENERGY CORP Energy 3,025.0 $201K 0.05% NEW $66.29 -6.2%
Page 2 of 2  ·  38 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 28.2%
Healthcare 20.6%
Industrials 14.0%
Financial Services 13.8%
Consumer Cyclical 6.6%
Communication Services 6.5%
Consumer Defensive 5.1%
Energy 2.2%
Basic Materials 1.8%
Utilities 0.9%