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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Bruce & Co.
Value
$323M
Stocks
40 Stocks (2 new)
Turnover
8.0%
Top Holdings
ABBV(8.29%) ALL(7.94%) AERCF(7.34%) NEE-PS(7.03%) MRK(6.68%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| ABBV | None | AbbVie Inc. | Health Care | $30.4M | 0 | 8.3% | 0 | No Change |
| ALL | None | Allstate | Financials | $29.1M | 0 | 7.9% | 0 | No Change |
| AERCF | None | AerCap Holdings | General | $27.0M | 0 | 7.3% | 0 | +100.0% |
| NEE-PS | None | NEXTERA ENERGY INC | General | $25.8M | 0 | 7.0% | 0 | No Change |
| MRK | None | Merck & Co., Inc. | Health Care | $24.5M | 0 | 6.7% | 0 | No Change |
| UHAL.B | None | U-Haul Holding Co Non-Voting | General | $24.1M | 0 | 6.5% | 0 | No Change |
| DUK | None | Duke Energy Corporation | Utilities | $18.3M | 0 | 5.0% | 0 | No Change |
| VICR | None | Vicor Corporation | Information Technology | $18.2M | 0 | 5.0% | 0 | No Change |
| XELLL | None | Xcel Energy Inc. | General | $14.7M | 0 | 4.0% | 0 | No Change |
| CMS | None | CMS Energy | Utilities | $11.7M | 0 | 3.2% | 0 | No Change |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 19 | $169.8M | 46.3% |
| Health Care | 7 | $81.9M | 22.3% |
| Utilities | 3 | $30.5M | 8.3% |
| Financials | 1 | $29.1M | 7.9% |
| Information Technology | 1 | $18.2M | 5.0% |
| Consumer Staples | 2 | $13.4M | 3.6% |
| Communication Services | 2 | $12.4M | 3.4% |
| Industrials | 2 | $7.1M | 1.9% |
| Materials | 2 | $4.1M | 1.1% |
| Healthcare | 1 | $611K | 0.2% |