Arkolith/Funds/Bruce & Co., Inc.

Bruce & Co., Inc.

CIK 1358331
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Bruce & Co., Inc. holds a focused book of 41 stocks worth $369.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Abbvie Inc. Their largest long position is Abbvie Inc at 8% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
4
already held, bought more
Trimmed
18
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
61%
Top 20 holdings
85%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

85% mapped to company sectors

Health Care
22%
Utilities
15%
ETF / fund or unclassified
15%
Financials
9%
Materials
8%
Information Technology
8%
Consumer Discretionary
8%
Industrials
7%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Bruce & Co., Inc.

Manager / fundShared namesTheir $ in those
GEODE CAPITAL MANAGEMENT, LLC36 / 41$167.8B
MORGAN STANLEY36 / 41$100.9B
WELLS FARGO & COMPANY/MN36 / 41$26.1B
UBS Group AG36 / 41$24.8B
CITIGROUP INC36 / 41$9.0B
BNP PARIBAS FINANCIAL MARKETS36 / 41$6.6B
OSAIC HOLDINGS, INC.36 / 41$2.9B
BlackRock, Inc.35 / 41$481.8B

Ranked by how many of Bruce & Co., Inc.'s top 41 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

41 positions
#SecurityValueShares% PortLast moveHistory
1Abbvie
Common
$30.4M121.0K
8.2%
−1.2%
Reduced · −2K sh
2Allstate
Common
$29.1M122.5K
7.9%
−2.4%
Reduced · −3K sh
3AerCap Holdings
Common
$27.0M185.0K
7.3%
+0.8%
Added · +2K sh
4Nextera Energy
Common
$25.8M294.3K
7.0%
−2.0%
Reduced · −6K sh
5Merck
Common
$24.5M190.8K
6.6%
−1.0%
Reduced · −2K sh
6Uhaul B
Common
$24.1M417.0K
6.5%
−7.7%
Reduced · −35K sh
7Duke Energy
Common
$18.3M144.8K
5.0%
−0.7%
Reduced · −1K sh
8Vicor
Common
$18.2M48.0K
4.9%
−26%
Reduced · −17K sh
9XCEL Energy
Common
$14.7M182.5K
4.0%
−1.1%
Reduced · −2K sh
10CMS Energy
Common
$11.7M153.0K
3.2%
−1.9%
Reduced · −3K sh
11At & T
Common
$10.7M518.0K
2.9%
−0.9%
Reduced · −5K sh
12Apple
Common
$10.7M36.9K
2.9%
−5.1%
Reduced · −2K sh
13Beta Bionics
Common
$10.4M665.7K
2.8%
+21%
Added · +115K sh
14Insteel
Common
$10.4M343.4K
2.8%
Held
15Abbott
Common
$10.2M112.3K
2.8%
−1.3%
Reduced · −2K sh
16Newmont
Common
$9.3M100.0K
2.5%
Held
17Avista
Common
$8.2M200.0K
2.2%
−0.7%
Reduced · −2K sh
18Archer Daniels
Common
$7.6M100.0K
2.1%
Held
19Bunge
Common
$7.5M70.0K
2.0%
Held
20Supernus
Common
$7.0M150.0K
1.9%
+50%
Added · +50K sh
21Pfizer
Common
$6.5M268.2K
1.7%
−1.4%
Reduced · −4K sh
22Darling Ingredients
Common
$5.7M105.0K
1.6%
−0.9%
Reduced · −1K sh
23Kodiak Sciences
Common
$5.6M145.0K
1.5%
Held
24Chemours
Common
$5.1M250.0K
1.4%
Held
25Uhaul
Common
$4.8M72.6K
1.3%
−1.8%
Reduced · −1K sh
26Lyondellbasell
Common
$3.2M60.0K
0.9%
Held
27Personalis
Common
$3.1M233.0K
0.8%
Held
28Fate Theraputics
Common
$2.7M989.2K
0.7%
+25%
Added · +200K sh
29Eli Lilly
Common
$2.4M2.0K
0.6%
Held
30RLI
Common
$2.4M40.0K
0.6%
−2.0%
Reduced · −800 sh
31Apogee
Common
$2.3M50.0K
0.6%
Held
32FocalTherics
Common
$2.3M438.7K
0.6%
Held
33XM Sirius
Common
$1.6M55.8K
0.4%
Held
34Venture Global
Common
$1.1M100.0K
0.3%
Held
35Ashland
Common
$988K15.0K
0.3%
Held
36Viatris
Common
$916K57.7K
0.2%
−1.0%
Reduced · −583 sh
37Mannkind
Common
$831K195.1K
0.2%
Held
38Bausch Health
Common
$611K124.0K
0.2%
Held
39908 Devices
Common
$594K68.3K
0.2%
Held
40WEC Energy
Common
$461K3.9K
0.1%
Held
41Caribou Biosciences
Common
$440K250.0K
0.1%
Held
Showing all 41 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202641$369.5M13F-HR
Q1 2026Mar 31, 2026May 14, 202641$349.7M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202639$322.5M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202539$322.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.