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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 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RTX RTX CORPORATION Industrials 22,050.0 $4.2M 1.03% -300.0 -1.3% $189.73 +11.7%
22 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 160,810.0 $4.1M 1.02% +3K +1.9% $25.55 +0.9%
23 EXPD EXPEDITORS INTL WASH INC Industrials 24,977.0 $4.1M 1.01% -160.0 -0.6% $162.98 +16.7%
24 ASML ASML HLDG NV Technology 1,962.0 $3.9M 0.96% -291.0 -12.9% $1989.55 -12.3%
25 ANET ARISTA NETWORKS INC Technology 22,398.0 $3.8M 0.94% +1K +5.3% $169.88 +19.1%
26 INTC INTEL CORP Technology 26,458.0 $3.7M 0.91% -3K -9.7% $139.63 -36.8%
27 WMT WALMART INC Consumer Defensive 32,615.0 $3.7M 0.91% -382.0 -1.2% $113.26 -7.9%
28 NSC NORFOLK SOUTHN CORP Industrials 11,199.0 $3.5M 0.87% $314.59 +12.1%
29 MOAT VANECK ETF TRUST 33,751.0 $3.5M 0.87% -12K -25.6% $103.96 +9.5%
30 AMAT APPLIED MATLS INC Technology 4,659.0 $3.4M 0.83% -104.0 -2.2% $723.00 -33.6%
31 ITW ILLINOIS TOOL WKS INC Industrials 12,163.0 $3.3M 0.81% -280.0 -2.2% $270.48 +5.6%
32 VOO VANGUARD INDEX FDS 4,701.0 $3.2M 0.80% -182.0 -3.7% $686.80 +2.5%
33 MGV VANGUARD WORLD FD 18,881.0 $3.1M 0.76% $163.45 +3.0%
34 XOM EXXON MOBIL CORP Energy 22,522.0 $3.1M 0.76% $136.72 +15.7%
35 VBIL VANGUARD INSTL INDEX FD 38,152.0 $2.9M 0.71% +3K +7.6% $75.68 +0.0%
36 META META PLATFORMS INC Communication Services 5,099.0 $2.9M 0.71% +458.0 +9.9% $563.29 +2.3%
37 VBR VANGUARD INDEX FDS 11,291.0 $2.7M 0.68% -851.0 -7.0% $242.99 +2.5%
38 UNP UNION PAC CORP Industrials 10,069.0 $2.7M 0.68% $272.01 +14.2%
39 DFSV DIMENSIONAL ETF TRUST 70,559.0 $2.7M 0.68% -4K -4.9% $38.79 +3.2%
40 VIG VANGUARD SPECIALIZED FUNDS 11,339.0 $2.7M 0.66% -105.0 -0.9% $236.61 +3.2%
Page 2 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%