§ 13F · FUND PROFILE
Bruce & Co., Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $323M (13F)Positions · 39Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy | 300K | $28M | 8.0% | −3% |
| 2 | ABBV | Abbvie | 123K | $27M | 7.6% | ±0% |
| 3 | ALL | Allstate | 126K | $26M | 7.3% | ±0% |
| 4 | AER | AerCap Holdings | 184K | $25M | 7.2% | ±0% |
| 5 | MRK | Merck | 193K | $23M | 6.6% | ±0% |
| 6 | UHAL/B | Uhaul B | 452K | $20M | 5.8% | ±0% |
| 7 | DUK | Duke Energy | 146K | $19M | 5.5% | −6% |
| 8 | T | AT & T | 523K | $15M | 4.3% | ±0% |
| 9 | XEL | XCEL Energy | 185K | $15M | 4.2% | −5% |
| 10 | CMS | CMS Energy | 156K | $12M | 3.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRUCE SIGNAL
AC read
Bruce & Co., Inc. is a Other fund managing $323 million in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed