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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 8 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DFJ WISDOMTREE TR 5,122.0 $539K 0.13% $105.30 +8.2%
142 IWF ISHARES TR 4,304.0 $534K 0.13% +3K +300.0% $124.17 -0.3%
143 DECK DECKERS OUTDOOR CORP Consumer Cyclical 5,379.0 $534K 0.13% NEW $99.29 -13.2%
144 NOC NORTHROP GRUMMAN CORP Industrials 1,047.0 $533K 0.13% +92.0 +9.6% $509.31 +7.0%
145 CB CHUBB LIMITED Financial Services 1,503.0 $512K 0.13% $340.74 -0.7%
146 NSTS NSTS BANCORP INC Financial Services 36,496.0 $502K 0.12% $13.76 +1.9%
147 CMCSA COMCAST CORP NEW Communication Services 20,275.0 $498K 0.12% +3K +17.5% $24.55 +8.2%
148 BND VANGUARD BD INDEX FDS 6,778.0 $498K 0.12% $73.41 -1.2%
149 NEM NEWMONT CORP Basic Materials 5,309.0 $496K 0.12% -120.0 -2.2% $93.40 +41.8%
150 VYM VANGUARD WHITEHALL FDS 3,118.0 $493K 0.12% $158.03 +4.0%
151 ULTA ULTA BEAUTY INC Consumer Cyclical 1,088.0 $491K 0.12% +687.0 +171.3% $450.98 +17.7%
152 QQQ INVESCO QQQ TR Financial Services 664.0 $489K 0.12% $736.40 -2.3%
153 CENCORA INC 1,716.0 $486K 0.12% $282.98
154 FICO FAIR ISAAC CORP Technology 401.0 $479K 0.12% NEW $1193.29 -2.6%
155 BA BOEING CO Industrials 2,163.0 $468K 0.12% $216.47 -3.1%
156 GLD SPDR GOLD TR Financial Services 1,257.0 $463K 0.11% $368.40 +14.7%
157 PHM PULTE GROUP INC Consumer Cyclical 3,359.0 $461K 0.11% NEW $137.21 -7.3%
158 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,947.0 $456K 0.11% NEW $92.09 -4.5%
159 DCI DONALDSON INC Industrials 5,003.0 $449K 0.11% $89.76 +3.0%
160 IIPR INNOVATIVE INDL PPTYS INC Real Estate 7,100.0 $440K 0.11% +450.0 +6.8% $61.98 -8.7%
Page 8 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%