Robert Bruce Portfolio

Bruce Fund / Bruce & Co Inc Holdings

Robert Bruce's investment portfolio showcases a strategic selection of stocks, prominent of which include the following top five equity positions:
U-Haul Holding Company - Ordinary Shares - Series N. As a leading provider in the moving and self-storage industry, U-Haul presents investors with resilient business operations known for weathering economic cycles.
Abbvie Inc is a biopharmaceutical giant, included in Bruce's holdings for its strong pipeline of drugs and sustained profitability driven by popular treatments, such as Humira, offering long-term growth potential.
Allstate Corp (The) stands out as a robust addition to any portfolio with its substantial presence in the insurance sector. Bruce's choice reflects confidence in Allstate's ability to generate stable returns and dividends.
Duke Energy Corp., a utility heavyweight, promises steady performance and has made it into Bruce's picks due to its consistent demand regardless of economic fluctuations, attractive to those seeking defensive investment strategies.
CMS Energy Corporation further exemplifies stability in Bruce's stock selections. This utility company appeals to investors looking for reliable dividend income and moderate, yet secure growth prospects within the energy sector.
Investor Robert Bruce's carefully curated list reflects an inclination towards established companies capable of providing both security and ongoing value to his investment strategy. Prospective investors examining this summary should note the blend of healthcare, utility, and insurance industry leaders that indicate a balanced, risk-averse approach to building a resilient portfolio in today’s market landscape.

$223 Million Total portoflio value
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Average Buy Price The buy price is calculated from the weighted average of all purchases since the last sell-out of the investor. In case the buy price of a purchase wasn't reported, the average price during the reported period is taken.
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