Robert Bruce

Bruce & Co

Robert Bruce manages Bruce & Co, a firm known for its strategic investments and thorough analysis of market opportunities. The firm has a diverse portfolio, with significant holdings in sectors like healthcare, utilities, and unclassified industries, reflecting a tactical approach to asset management. Bruce's latest disclosure record spans from August 9, 2024, to May 14, 2026, showcasing 326 filings with notable position increases and reductions, particularly in companies such as Darling Ingredients Inc. (DAR) and AT&T Inc. (T). The disclosed amounts range from $5.5 million to $23.2 million, with a largest move involving $7.6 million in AerCap Holdings N.V. (AER) on November 14, 2024.

History Trades

CompanyValueActionChangePriceLast Price
Vicor CorporationVICR$5.4MAddQ4 2025 13F$5M$110.96$214.70
AerCap Holdings NVAER$4.2MAddQ4 2025 13F$4M$132.45$148.03
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$20M192.8k sharesAddQ4 2025 13F$4M$105.26--
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$14M113.8k sharesTrimQ4 2025 13F$4M$125.29--
INSTEEL INDUSTRIES INCIIIN$-2.3MTrimQ4 2025 13F$2M$32.63$30.02
U-Haul Holding CompanyUHALB$-1.9MTrimQ4 2025 13F$2M--$53.06
AT&T IncT$-1.8MTrimQ4 2025 13F$2M$25.32$22.26
Newmont CorporationNEM$1.6MAddQ4 2025 13F$2M$90.35$90.29
AbbVie IncABBV$-1.5MTrimQ4 2025 13F$2M$227.80$244.22
Xcel Energy Inc.XEL$-1.3MTrimQ4 2025 13F$1M$78.87$79.25
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$25M310.3k sharesAddQ4 2025 13F$1M$80.28--
Duke Energy CorpDUK$-1.0MTrimQ4 2025 13F$1M$122.11$125.33
The Chemours CoCC$-1.0MTrimQ4 2025 13F$1M$12.84$17.33
The Allstate CorporationALL$-815.8KTrimQ4 2025 13F$816k$204.71$253.58
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$682k100k sharesTrimQ4 2025 13F$737k$6.82--
Apple IncAAPL$670.2KAddQ4 2025 13F$670k$268.45$327.50
Eli Lilly and Company Common StockLLY$623.4KAddQ4 2025 13F$623k$956.19$1,156.63
CMS Energy CorpCMS$-519.5KTrimQ4 2025 13F$519k$72.73$74.03
AmercoUHAL$-492.2KTrimQ4 2025 13F$492k$53.21$71.30
Edap Tms S.a.EDAP$429.9KAddQ4 2025 13F$430k$2.40$4.76
LyondellBasell Industries NVLYB$-344.4KTrimQ4 2025 13F$344k$45.29$60.00
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$6M70k sharesTrimQ4 2025 13F$264k$89.08--
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$862k124k sharesTrimQ4 2025 13F$241k$6.95--
908 Devices Inc.MASS$-239.7KTrimQ4 2025 13F$240k$6.99$7.41
Darling Ingredients Inc.DAR$-228.0KTrimQ4 2025 13F$228k$33.85$60.62
Archer-Daniels-Midland CompanyADM$-225.0KTrimQ4 2025 13F$225k$59.76$85.12
Personalis, Inc.PSNL$205.1KAddQ4 2025 13F$205k$8.75$15.58
FATE THERAPEUTICS INCFATE$-202.3KTrimQ4 2025 13F$202k$1.20$2.73
Caribou Biosciences, Inc.CRBU$-185.0KTrimQ4 2025 13F$185k$2.10$1.66
SIRIUS XM HOLDINGS INCSIRIEUR$-183.0KTrimQ4 2025 13F$183k--$20.00
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$880k15k sharesAddQ4 2025 13F$161k$58.67--
Pfizer IncPFE$-157.7KTrimQ4 2025 13F$158k$25.22$25.05
Supernus Pharmaceuticals, Inc. - Common StockSUPN$156.8KAddQ4 2025 13F$157k$48.62$48.21
Viatris Inc.VTRS$148.6KAddQ4 2025 13F$149k$10.79$16.68
Avista CorporationAVA$147.1KAddQ4 2025 13F$147k$39.05$42.31
MannKind CorporationMNKD$58.5KAddQ4 2025 13F$59k$5.51$4.04
RLI Corp. Common Stock (RLI)RLI$-50.6KTrimQ4 2025 13F$51k$62.81$58.05
Kodiak Sciences Inc.KOD$41.1KAddQ4 2025 13F$41k$20.48$41.25
WEC Energy Group, Inc.WEC$-36.0KTrimQ4 2025 13F$36k$110.72$112.97
AbbVie IncABBV$5.9MAddQ3 2025 13F$6M$203.64$244.22
AT&T IncT$-4.7MTrimQ3 2025 13F$5M$28.40$22.26
Kodiak Sciences Inc.KOD$3.4MAddQ3 2025 13F$3M$15.48$41.25
Newmont CorporationNEM$2.6MAddQ3 2025 13F$3M$69.74$90.29
Xcel Energy Inc.XEL$2.4MAddQ3 2025 13F$2M$72.34$79.25
CMS Energy CorpCMS$-2.2MTrimQ3 2025 13F$2M$71.83$74.03
Apple IncAAPL$1.9MAddQ3 2025 13F$2M$225.91$327.50
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$24M315k sharesAddQ3 2025 13F$2M$75.49--
The Allstate CorporationALL$1.7MAddQ3 2025 13F$2M$214.65$253.58
U-Haul Holding CompanyUHALB$-1.6MTrimQ3 2025 13F$2M--$53.06
Duke Energy CorpDUK$-1.5MTrimQ3 2025 13F$1M$121.35$125.33
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