- Robert & Jeffrey Bruce’s 13F portfolio value decreased from $367M to $356M this quarter.
- Bruce Fund decreased Apple (AAPL) this quarter.
- The largest three individual stock positions are Merck (MRK), U-Haul (UHAL), and AbbVie (ABBV) and they add up to ~26% of the portfolio.
Robert & Jeffrey Bruce’s 13F portfolio value decreased
from $367M to $356M this quarter. Recent 13F reports have shown a total of
around 50 positions. The largest five individual stock positions are Merck
(MRK), U-Haul (UHAL), AbbVie (ABBV), Nextera Energy (NEE), and CMS Energy
(CMS). They add up to ~40% 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
2023. For a look at how the portfolio has progressed, see our previous update:
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