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Portfolio (Quarterly) Guide ↗

Bruce & Co., Inc.

· CIK 0001358331
13F Portfolio $350M AUM 41 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 2 Added 5 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Nextera Energy 300,300.0 $27.9M 7.98% -10K -3.2% $92.88
2 DUK Duke Energy Utilities 145,816.0 $19.1M 5.46% -10K -6.4% $130.94 -4.0%
3 XEL XCEL Energy Utilities 184,500.0 $14.7M 4.19% -10K -5.1% $79.44 +2.2%
4 VICR Vicor Technology 65,000.0 $10.5M 2.99% -25K -27.8% $161.00 +96.3%
5 KOD Kodiak Sciences Healthcare 145,000.0 $5.5M 1.58% -20K -12.1% $38.12 -4.6%

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
Healthcare 26.5%
Utilities 20.5%
Industrials 15.9%
Financial Services 10.6%
Basic Materials 8.0%
Technology 7.7%
Communication Services 5.7%
Consumer Defensive 5.2%