§ 13F · FUND PROFILE
ROBERTS GLORE & CO INC /IL/.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $342.3T (13F)Positions · 206Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 52K | $25.9T | 6.9% | −2% |
| 2 | MSFT | MICROSOFT CORP | 39K | $18.7T | 5.0% | ±0% |
| 3 | AAPL | APPLE INC | 65K | $17.8T | 4.7% | −3% |
| 4 | GOOG | ALPHABET INC | 52K | $16.3T | 4.3% | −4% |
| 5 | VTIP | VANGUARD MALVERN FDS | 230K | $11.4T | 3.0% | +2% |
| 6 | GOOGL | ALPHABET INC | 36K | $11.2T | 3.0% | −4% |
| 7 | JNJ | JOHNSON & JOHNSON | 53K | $10.9T | 2.9% | −4% |
| 8 | VTI | VANGUARD INDEX FDS | 32K | $10.6T | 2.8% | +11% |
| 9 | VTEB | VANGUARD MUN BD FDS | 141K | $7.1T | 1.9% | −5% |
| 10 | ABBV | ABBVIE INC | 30K | $6.9T | 1.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROBERTS SIGNAL
AC read
ROBERTS GLORE & CO INC /IL/ is a Other fund managing $342318.1 trillion in assets. The fund runs a broad portfolio of 206 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed