Bruce & Co., Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BC Bruce & Co., Inc. | Institutional Filer | ▲ 8.41% | $349.7M | 41 |
Current Portfolio Holdings
Showing all 41 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FPL | Nextera Energy | — | 300K | $27.9M | 7.98% |
| 2 | ABBV | AbbVie Inc. | Healthcare | 123K | $26.6M | 7.62% |
| 3 | ALL | The Allstate Corporation | Financial Services | 126K | $25.6M | 7.33% |
| 4 | AER | AerCap Holdings N.V. | Industrials | 184K | $25.2M | 7.20% |
| 5 | MRK | Merck & Co., Inc. | Healthcare | 193K | $23.2M | 6.63% |
| 6 | UHALB | Uhaul B | — | 452K | $20.2M | 5.77% |
| 7 | DUK | Duke Energy Corporation | Utilities | 146K | $19.1M | 5.46% |
| 8 | T | AT&T Inc. | Communication Services | 523K | $15.2M | 4.34% |
| 9 | XEL | Xcel Energy Inc. | Utilities | 185K | $14.7M | 4.19% |
| 10 | CMS | CMS Energy Corporation | Utilities | 156K | $12.1M | 3.46% |
| 11 | ABT | Abbott Laboratories | Healthcare | 114K | $11.7M | 3.34% |
| 12 | IIIN | Insteel Industries, Inc. | Industrials | 343K | $11.6M | 3.33% |
| 13 | NEM | Newmont Corporation | Basic Materials | 100K | $10.8M | 3.10% |
| 14 | VICR | Vicor Corporation | Technology | 65K | $10.5M | 2.99% |
| 15 | AAPL | Apple Inc. | Technology | 39K | $9.9M | 2.82% |
Showing 1 to 15 of 41 holdings