Robert Bruce Portfolio

Bruce Fund / Bruce & Co Inc Holdings

Robert Bruce’s investment portfolio highlights a focused lineup of growth-oriented and cash-flow durable stocks across transportation, insurance, aerospace leasing, healthcare, and electronics—reflecting a preference for established businesses with strong market positioning. Top five stock investments:
1) U-Haul Holding Company - Ordinary Shares - Series N — A targeted transportation infrastructure investment; exposure to demand for moving, storage, and household mobility trends within the rental logistics market.
2) Allstate Corp (The) — Insurance-focused allocation aiming at stable underwriting economics and shareholder value potential tied to risk management, diversified product offerings, and long-term customer relationships.
3) Aercap Holdings N.V. — Aerospace leasing investment offering exposure to airline fleet utilization cycles, aircraft lease contracts, and residual value dynamics in the global aviation market.
4) AbbVie Inc — Healthcare investment centered on pharmaceuticals and immunology/therapeutics franchises, emphasizing defensiveness, pipeline execution, and revenue durability through evolving treatment portfolios.
5) Vicor Corp. — Electronics and power technologies investment targeting secular demand for efficient power conversion, data center expansion, industrial electrification, and high-performance power supply solutions.
Overall, Robert Bruce’s portfolio approach appears to balance cyclical and defensive characteristics across sectors, using concentrated stock positions to pursue long-term returns while diversifying by industry fundamentals.