- Robert & Jeffrey Bruce’s 13F portfolio value decreased from $425M to $364M this quarter.
- Bruce Fund added Insteel while decreasing General Electric and Apple during the quarter.
- The largest three individual stock positions are AMERCO, AbbVie, and Allstate and they add up to ~27% of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio value decreased
from $425M to $364M this quarter. Recent 13F reports have shown a total of
around 50 positions. The largest five individual stock positions are AMERCO,
AbbVie, Allstate, Merck, and Nextera Energy. They add up to ~42% 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 Q3
2022. For a look at how the portfolio has progressed, see our previous update:
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