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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 7 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BIIB BIOGEN INC Healthcare 3,001.0 $648K 0.16% $216.06 +2.5%
122 PSX PHILLIPS 66 Energy 3,806.0 $643K 0.16% $169.05 +41.3%
123 LOW LOWES COS INC Consumer Cyclical 2,894.0 $638K 0.16% -155.0 -5.1% $220.49 -6.2%
124 INTU INTUIT Technology 2,441.0 $637K 0.16% -14.0 -0.6% $261.00 +33.5%
125 COKE COCA COLA CONS INC Consumer Defensive 3,293.0 $629K 0.15% NEW $190.92 +1.9%
126 GWW WW GRAINGER INC Industrials 461.0 $627K 0.15% +98.0 +27.0% $1359.94 -3.0%
127 DUK DUKE ENERGY CORP NEW Utilities 4,817.0 $610K 0.15% $126.59 -4.4%
128 EVR EVERCORE INC Financial Services 1,780.0 $608K 0.15% NEW $341.44 -14.8%
129 TSLA TESLA INC Consumer Cyclical 1,439.0 $605K 0.15% +510.0 +54.9% $420.60 -15.7%
130 NFLX NETFLIX INC. Communication Services 8,468.0 $605K 0.15% +3K +56.4% $71.40 +12.1%
131 GEV GE VERNOVA INC Utilities 510.0 $599K 0.15% $1174.86 -19.0%
132 HCA HCA HEALTHCARE INC Healthcare 1,517.0 $591K 0.15% NEW $389.89 +7.6%
133 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 6,742.0 $580K 0.14% -55.0 -0.8% $86.09 +16.1%
134 AMD ADVANCED MICRO DEVICES INC Technology 986.0 $573K 0.14% -43.0 -4.2% $580.63 -18.5%
135 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,185.0 $559K 0.14% -793.0 -26.6% $255.88 +24.1%
136 CVX CHEVRON CORPORATION Energy 3,364.0 $558K 0.14% -30.0 -0.9% $165.74 +20.6%
137 GS GOLDMAN SACHS GROUP INC Financial Services 551.0 $557K 0.14% -35.0 -6.0% $1011.37 +2.7%
138 CBOE CBOE GLOBAL MKTS INC Financial Services 2,281.0 $554K 0.14% +893.0 +64.3% $242.67 +29.1%
139 MDT MEDTRONIC PLC Healthcare 6,987.0 $547K 0.14% $78.23 +15.6%
140 PYPL PAYPAL HLDGS INC Financial Services 12,501.0 $540K 0.13% -12K -48.8% $43.18 +42.5%
Page 7 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%