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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 1 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 50,297.0 $25.2M 6.22% -777.0 -1.5% $500.39
2 AAPL APPLE INC Technology 63,843.0 $18.5M 4.57% -821.0 -1.3% $289.36 +8.3%
3 GOOG ALPHABET INC 48,002.0 $17.0M 4.19% -830.0 -1.7% $353.33
4 JNJ JOHNSON & JOHNSON Healthcare 49,900.0 $12.7M 3.13% -1K -2.7% $253.97 +6.3%
5 GOOGL ALPHABET INC Communication Services 33,948.0 $12.1M 3.00% -742.0 -2.1% $357.37 -4.3%
6 VTI VANGUARD INDEX FDS 29,767.0 $11.0M 2.72% -4K -11.0% $370.04 +2.2%
7 ABBV ABBVIE INC Healthcare 29,453.0 $7.4M 1.83% -246.0 -0.8% $251.64 +4.5%
8 VTEB VANGUARD MUN BD FDS 134,286.0 $6.8M 1.68% -826.0 -0.6% $50.58 -2.1%
9 CSCO CISCO SYS INC Technology 50,929.0 $6.0M 1.48% -3K -5.5% $117.46 -4.3%
10 SYK STRYKER CORPORATION Healthcare 13,705.0 $4.3M 1.07% -180.0 -1.3% $314.83 +4.7%
11 PEP PEPSICO INC Consumer Defensive 30,915.0 $4.2M 1.03% -673.0 -2.1% $135.40 +5.0%
12 RTX RTX CORPORATION Industrials 22,050.0 $4.2M 1.03% -300.0 -1.3% $189.73 +11.7%
13 EXPD EXPEDITORS INTL WASH INC Industrials 24,977.0 $4.1M 1.01% -160.0 -0.6% $162.98 +16.7%
14 ASML ASML HLDG NV Technology 1,962.0 $3.9M 0.96% -291.0 -12.9% $1989.55 -12.3%
15 INTC INTEL CORP Technology 26,458.0 $3.7M 0.91% -3K -9.7% $139.63 -36.8%
16 WMT WALMART INC Consumer Defensive 32,615.0 $3.7M 0.91% -382.0 -1.2% $113.26 -7.9%
17 MOAT VANECK ETF TRUST 33,751.0 $3.5M 0.87% -12K -25.6% $103.96 +9.5%
18 AMAT APPLIED MATLS INC Technology 4,659.0 $3.4M 0.83% -104.0 -2.2% $723.00 -33.6%
19 ITW ILLINOIS TOOL WKS INC Industrials 12,163.0 $3.3M 0.81% -280.0 -2.2% $270.48 +5.6%
20 VOO VANGUARD INDEX FDS 4,701.0 $3.2M 0.80% -182.0 -3.7% $686.80 +2.5%
Page 1 of 5  ·  94 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%