Bruce Fund Portfolio

Bruce & Co Inc Holdings

Portfolio overview (top stocks by investment focus): The investor’s stock picks emphasize diversified, large-cap businesses across healthcare, financial services, aviation leasing, transportation services, and regulated utilities—reflecting a balanced investment approach designed for stability and long-term cash-flow potential.
1) AbbVie Inc — Healthcare investment exposure through a diversified pharmaceutical and biotech portfolio, supported by product pipeline durability and global demand trends.
2) Allstate Corp (The) — Financial services investment via insurance underwriting and investment income, aligning with a preference for established, cash-generative stocks in risk-managed markets.
3) Aercap Holdings N.V. — Aviation leasing investment focused on aircraft supply/demand fundamentals, with potential upside from fleet utilization and leasing pricing cycles.
4) U-Haul Holding Company - Ordinary Shares - Series N — Transportation and logistics investment benefiting from moving demand and recurring rental revenue characteristics, indicating interest in consumer/SMB service operators.
5) Duke Energy Corp. — Regulated utility investment targeting steady dividends and defensive cash flows, reflecting a portfolio tilt toward lower-volatility stocks.
Overall, these stocks suggest a strategy that prioritizes a diversified portfolio across sectors, balancing growth opportunities with durable cash generation—useful for investors evaluating investment strategy, risk exposure, and sector diversification within public stocks.