- Robert & Jeffrey Bruce’s 13F portfolio value increased from $434M to $460M this quarter.
- Bruce Fund increased Abbvie while decreasing Nextera Energy during the quarter.
- The largest three individual stock positions are AMERCO, Nextera Energy, and Apple and they add up to ~25% of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio value increased from $434M to $460M this quarter. Recent 13F reports have shown a total of around 50 positions. The largest five individual stock positions are AMERCO, Nextera Energy, Apple, Abbvie, and Allstate. They add up to ~38% of the 13F portfolio.
Below is a spreadsheet that shows the changes to Robert
& Jeffrey Bruce's Bruce Fund Holdings US long portfolio holdings as of Q2
2020. For a look at how the portfolio has progressed, see our previous update:
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