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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 10 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWD ISHARES TR 1,417.0 $344K 0.09% $242.43 +6.2%
182 PH PARKER-HANNIFIN CORP Industrials 348.0 $341K 0.08% $979.26 +3.3%
183 DEO DIAGEO PLC Consumer Defensive 4,090.0 $329K 0.08% -112.0 -2.7% $80.38 +14.6%
184 SF STIFEL FINL CORP Financial Services 4,697.0 $328K 0.08% -42.0 -0.9% $69.77 +15.8%
185 WAT WATERS CORP Healthcare 850.0 $319K 0.08% -133.0 -13.5% $375.04 +12.3%
186 WAB WABTEC Industrials 1,179.0 $318K 0.08% -62.0 -5.0% $269.60 +10.3%
187 VMC VULCAN MATLS CO Basic Materials 1,051.0 $310K 0.08% $295.01 -7.2%
188 BP BP PLC Energy 8,352.0 $309K 0.08% $36.95 +14.6%
189 QDEF FLEXSHARES TR 3,500.0 $305K 0.07% $87.02 +5.2%
190 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,682.0 $300K 0.07% NEW $64.01 +13.2%
191 CRWD CROWDSTRIKE HLDGS INC Technology 389.0 $297K 0.07% NEW $190.78 +19.5%
192 CSX CSX CORP Industrials 6,042.0 $287K 0.07% $47.53 +8.4%
193 IQVIA HLDGS INC 1,468.0 $284K 0.07% NEW $193.22
194 FEDEX FGHT HLDG CO INC 1,875.0 $283K 0.07% NEW $151.00
195 SCHD SCHWAB STRATEGIC TR 8,835.0 $280K 0.07% $31.71 +9.8%
196 CAH CARDINAL HEALTH INC Healthcare 1,178.0 $280K 0.07% $237.56 -1.0%
197 UNILEVER PLC 4,629.0 $278K 0.07% -286.0 -5.8% $60.12
198 FISV FISERV INC Technology 5,663.0 $278K 0.07% -468.0 -7.6% $49.05 +7.2%
199 EME EMCOR GROUP INC Industrials 332.0 $276K 0.07% NEW $829.88 -6.6%
200 SLYV SPDR SERIES TRUST 2,504.0 $273K 0.07% -285.0 -10.2% $109.11 +0.9%
Page 10 of 13  ·  246 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%