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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 7 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NEM NEWMONT CORP Basic Materials 5,429.0 $588K 0.16% -940.0 -14.8% $108.25 -4.1%
122 BIIB BIOGEN INC Healthcare 3,001.0 $550K 0.15% -80.0 -2.6% $183.33 +7.2%
123 MTZ MASTEC INC Industrials 1,705.0 $549K 0.15% -105.0 -5.8% $321.74 +18.0%
124 GE GE AEROSPACE Industrials 1,926.0 $547K 0.15% $283.77 +26.0%
125 LLY ELI LILLY & CO Healthcare 592.0 $545K 0.15% $919.77 +19.4%
126 EFA ISHARES TR 5,590.0 $543K 0.15% -287.0 -4.9% $97.13 +7.5%
127 GLD SPDR GOLD TR Financial Services 1,257.0 $541K 0.15% -176.0 -12.3% $430.31 -10.0%
128 CENCORA INC 1,716.0 $539K 0.15% -14.0 -0.8% $314.14
129 CAT CATERPILLAR INC Industrials 758.0 $537K 0.15% -6.0 -0.8% $708.46 +39.1%
130 T AT&T INC Communication Services 18,386.0 $533K 0.15% $28.99 -24.1%
131 SNOW SNOWFLAKE INC Technology 3,525.0 $532K 0.15% -226.0 -6.0% $150.82 +54.0%
132 DFJ WISDOMTREE TR 5,120.0 $523K 0.14% $102.06 +5.3%
133 NFLX NETFLIX INC. Communication Services 5,416.0 $521K 0.14% +576.0 +11.9% $96.15 -19.5%
134 BND VANGUARD BD INDEX FDS 6,751.0 $497K 0.14% -44.0 -0.7% $73.64 -0.4%
135 GS GOLDMAN SACHS GROUP INC Financial Services 586.0 $496K 0.14% -92.0 -13.6% $845.99 +29.6%
136 CMCSA COMCAST CORP NEW Communication Services 17,256.0 $495K 0.14% +1K +6.6% $28.71 -21.9%
137 CB CHUBB LTD SWITZ Financial Services 1,503.0 $490K 0.14% $325.93 -0.8%
138 VYM VANGUARD WHITEHALL FDS 3,118.0 $462K 0.13% $148.10 +6.8%
139 IWF ISHARES TR 1,076.0 $459K 0.13% $426.40 -71.1%
140 PANW PALO ALTO NETWORKS INC Technology 2,821.0 $452K 0.12% +1K +57.1% $160.32 +79.5%
Page 7 of 11  ·  216 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%